Plan Ledger DOL Form 5500 · updated monthly

Office Resources Incorporated401(k)

OFFICE RESOURCES INCORPORATED 401(K) PROFIT SHARING PLAN & TRUST · BOSTON, MA · plan year 2022

Reported admin expense ratio · 2022
0.39%

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

Office Resources Incorporated reported $59,861 in plan administrative expenses for 2022: 0.39% of average plan assets, above the peer median. Employer contributions averaged $0 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other retail trade employers. By assets it is the 1,350th-largest of 2,726 plans among Massachusetts employers on file, and the 1,529th of 5,215 in retail trade.

Plan summary
Net assets, end of year$19,070,439
Participants with balances148
Active participants151
Employer contributions$0
Employee contributions$1,192,063
Employer contribution per active participant$0
Average account balance$128,854
Benefits paid to participants$635,412
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$19.1M · 148 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,268
Investment management$56,593
Total administrative$59,861
The Office Resources Incorporated 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$2,266

Office Resources Incorporated's 2022 employer contribution ran below the $2,266 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 history2
2023Not separately reported
2022$59,861 · 0.39%
Similar plansRetail Trade · Massachusetts
1A Auto, Inc. MA$20.2M · 0.48%
Wellesley Volkswagen, Inc. MA$19.1M · 0.40%
Matter Surfaces, Inc. MA$18.5M · 0.32%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364307675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.