Plan Ledger DOL Form 5500 · updated monthly

McCoy Tree Surgery Co.401(k)

MCCOY TREE SURGERY CO. 401(K) PROFIT SHARING PLAN · NORMAN, OK · plan year 2022

Reported admin expense ratio · 2022
1.30%

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

McCoy Tree Surgery Co. reported $32,693 in plan administrative expenses for 2022: 1.30% of average plan assets, higher than ~90% of peers. Employer contributions averaged $396 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Oklahoma (632nd of 724), and 1,876th of 2,534 in administrative & support services. In 2022, employees put in $2.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,319,264
Participants with balances34
Active participants89
Employer contributions$35,288
Employee contributions$99,711
Employer contribution per active participant$396
Average account balance$68,214
Benefits paid to participants$231,189
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$32,693
Total administrative$32,693
The McCoy Tree Surgery Co. 401(k) match · 2022
Employer contribution per active participant$396
Median for plans this size$1,114

McCoy Tree Surgery Co.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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$32,693 · 1.30%
Similar plansAdministrative & Support Services · Oklahoma
Weldon Parts, Inc. OK$4.5M · 0.36%
Den Mar Services, Inc. OK$4.0M · 0.42%
Fms, Inc OK$1.4M · 1.52%
Chloeta Holdings LLC OK$1.3M · 0.63%
Dav-Force OK$173K · 1.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730756328 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.