Plan Ledger DOL Form 5500 · updated monthly

Mom's Organic Market, Inc.401(k)

MOM'S 401(K) PLAN · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.57%

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

Mom's Organic Market, Inc. reported $75,761 in plan administrative expenses for 2024: 0.57% of average plan assets, higher than ~75% of peers. Employer contributions averaged $427 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.

Across the 2 years on file its reported administrative ratio rose from 0.11% to 0.57%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 812th-largest of 1,671 plans among Maryland employers on file, and the 1,975th of 5,215 in retail trade. In 2024, employees put in $3.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,371,144
Participants with balances643
Active participants840
Employer contributions$358,998
Employee contributions$1,088,728
Employer contribution per active participant$427
Average account balance$22,350
Benefits paid to participants$813,772
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 643 accts · $359K emplr
2023$12.1M · 344 accts · $325K emplr
2022$9.6M · 323 accts · $311K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,761
Total administrative$75,761
The Mom's Organic Market, Inc. 401(k) match · 2024
Employer contribution per active participant$427
Median for plans this size$2,416
2024$427 per active participant
2023$349 per active participant
2022$349 per active participant

Mom's Organic Market, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$75,761

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023THE RETIREMENT ADVANTAGE, INC., Transamerica

This plan has changed recordkeepers within these filings. If you left Mom's Organic Market, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75,761 · 0.57%
2023$14,184 · 0.13%
2022$11,525 · 0.11%
Same employer
Similar plansRetail Trade · Maryland
Brandywine Auto Parts, Inc. MD$15.5M · 0.31%
Herson's, Inc MD$15.0M · 0.42%
Gladding Chevrolet, Inc. MD$14.9M · 0.70%
Dtlr, Inc. MD$14.6M · 0.90%
Bob Bell Automotive Group MD$14.3M · 0.58%
Bayside Auto Group MD$14.3M · 0.44%
Eastland Food Corporation MD$13.7M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521672795 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.