Plan Ledger DOL Form 5500 · updated monthly

Management Services Corporation401(k)

THE CATON COMPANIES EMPLOYEE SAVINGS AND RETIREMENT PLAN · CHARLOTTESVILLE, VA · plan year 2022

Reported admin expense ratio · 2022
0.07%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Management Services Corporation reported $16,248 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,064 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 968th-largest of 2,266 plans among Virginia employers on file, and the 645th of 2,096 in real estate & leasing. In 2022, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,755,913
Participants with balances509
Active participants317
Employer contributions$654,432
Employee contributions$1,180,439
Employer contribution per active participant$2,064
Average account balance$40,778
Benefits paid to participants$2,228,675
Plan auditUnmodified (clean) audit opinion
AuditorROBINSON FARMER COX
The Management Services Corporation 401(k) match · 2022
Employer contribution per active participant$2,064
Median for plans this size$2,266

Management Services Corporation's 2022 employer contribution ran below the $2,266 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$16,248 · 0.07%
Same employer
Similar plansReal Estate & Leasing · Virginia
Paradigm Management II LP VA$23.2M · 0.37%
Kpm, LLC VA$18.0M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540946241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.