Plan Ledger DOL Form 5500 · updated monthly

Oakley Inc401(k)

LUXOTTICA GROUP TAX INCENTIVE SAVINGS PLAN · MASON, OH · plan year 2022

Reported admin expense ratio · 2022
0.12%

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

Oakley Inc reported $1,080,663 in plan administrative expenses for 2022: 0.12% of average plan assets, above the peer median. Employer contributions averaged $5,836 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 $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 88th-largest of 3,295 plans among Ohio employers on file, and the 272nd of 11,911 in health care & social assistance. In 2022, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$655,625,089
Participants with balances6,870
Active participants3,939
Employer contributions$22,986,203
Employee contributions$60,113,124
Employer contribution per active participant$5,836
Average account balance$95,433
Benefits paid to participants$101,778,343
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$1,080,663
Total administrative$1,080,663
The Oakley Inc 401(k) match · 2022
Employer contribution per active participant$5,836
Median for plans this size$4,065

Oakley Inc's 2022 employer contribution ran above the $4,065 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$1,080,663 · 0.12%
All plans at this employer2
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Similar plansHealth Care & Social Assistance · Ohio
Summa Health OH$855.2M
Aultman Health Foundation OH$826.0M · 0.10%
Uc Health, LLC OH$758.4M · 0.06%
Premier Health Partners OH$570.8M · 0.13%
The Christ Hospital OH$522.5M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953194947 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.