Plan Ledger DOL Form 5500 · updated monthly

Monica Distributing Inc.401(k)

MCDONALD'S 401(K) PLAN · MANSFIELD, OH · plan year 2022

Reported admin expense ratio · 2022
0.87%

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

Monica Distributing Inc. reported $3,339 in plan administrative expenses for 2022: 0.87% of average plan assets, below the peer median. Employer contributions averaged $509 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other accommodation & food services employers. By assets it is among the smaller plans on file in Ohio (3,223rd of 3,295), and 1,949th of 2,240 in accommodation & food services. In 2022, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$424,847
Participants with balances42
Active participants123
Employer contributions$62,634
Employee contributions$84,095
Employer contribution per active participant$509
Average account balance$10,115
Benefits paid to participants$3,543
Plan auditUnmodified (clean) audit opinion
AuditorBODINE PERRY PLLC
Administrative expenses, itemized · 2022
Investment management$3,339
Total administrative$3,339
The Monica Distributing Inc. 401(k) match · 2022
Employer contribution per active participant$509
Median for plans this size$331

Monica Distributing Inc.'s 2022 employer contribution ran above the $331 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$3,339 · 0.87%
Similar plansAccommodation & Food Services · Ohio
Gfr Holdings, LLC OH$688K · 2.45%
Rensko Holdings, LLC OH$662K · 3.02%
Tc Restaurant Group OH$614K · 1.00%
Wenco Management, LLC OH$324K · 1.58%
Team Pizza, Inc. OH$137K · 1.31%
A & R Holdings LLC OH$112K · 1.02%
Tri-Arch 8, Inc. OH$105K · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461626358 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.