Plan Ledger DOL Form 5500 · updated monthly

Oakmont Country Club401(k)

OAKMONT COUNTRY CLUB 401(K) RETIREMENT SAVINGS PLAN · GLENDALE, CA · plan year 2022

Reported admin expense ratio · 2022
0.86%

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

Oakmont Country Club reported $22,488 in plan administrative expenses for 2022: 0.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,159 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 arts, entertainment & recreation employers. By assets it is among the smaller plans on file in California (8,083rd of 9,483), and 1,114th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $2.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,494,022
Participants with balances74
Active participants94
Employer contributions$108,922
Employee contributions$297,938
Employer contribution per active participant$1,159
Average account balance$33,703
Benefits paid to participants$322,710
Plan auditUnmodified (clean) audit opinion
AuditorEGAN & EGAN
Administrative expenses, itemized · 2022
Investment management$22,488
Total administrative$22,488
The Oakmont Country Club 401(k) match · 2022
Employer contribution per active participant$1,159
Median for plans this size$1,114

Oakmont Country Club's 2022 employer contribution ran above the $1,114 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$22,488 · 0.86%
Similar plansArts, Entertainment & Recreation · California
K&M Casinos Inc CA$2.9M · 1.71%
Delta C, LP CA$2.8M · 0.83%
25 7 Media Holdings LLC CA$2.5M · 0.79%
Mesa Verde Country Club CA$2.4M · 0.79%
Competitive E Sports LLC CA$2.2M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 951865313 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.