Plan Ledger DOL Form 5500 · updated monthly

Ohio Equities, LLC401(k)

OHIO EQUITIES REALTORS 401(K) PROFIT SHARING PLAN · COLUMBUS, OH · plan year 2022

Reported admin expense ratio · 2022
0.37%

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

Ohio Equities, LLC reported $19,129 in plan administrative expenses for 2022: 0.37% of average plan assets, below the peer median. Employer contributions averaged $568 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 real estate & leasing employers. By assets it is among the smaller plans on file in Ohio (2,689th of 3,295), and 1,633rd of 2,096 in real estate & leasing. In 2022, employees put in $4.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,015,366
Participants with balances89
Active participants106
Employer contributions$60,245
Employee contributions$247,005
Employer contribution per active participant$568
Average account balance$45,116
Benefits paid to participants$2,000,496
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,079
Investment management$15,050
Total administrative$19,129
The Ohio Equities, LLC 401(k) match · 2022
Employer contribution per active participant$568
Median for plans this size$1,114

Ohio Equities, LLC's 2022 employer contribution ran below 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$19,129 · 0.37%
Same employer
Similar plansReal Estate & Leasing · Ohio
Plk Communities LLC OH$5.2M · 0.15%
Thrive Companies OH$4.5M · 0.96%
T & R Properties Inc. OH$4.3M · 0.82%
Aiy Properties, Inc. OH$3.0M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311602109 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.