Plan Ledger DOL Form 5500 · updated monthly

Ohlinger Industries, Inc.401(k)

OHLINGER INDUSTRIES, INC. 401(K) PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
0.76%

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

Ohlinger Industries, Inc. reported $40,310 in plan administrative expenses for 2022: 0.76% of average plan assets, above the peer median. Employer contributions averaged $882 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 transportation & warehousing employers. By assets it is among the smaller plans on file in Arizona (842nd of 1,285), and 1,650th of 2,677 in transportation & warehousing. In 2022, employees put in $3.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,933,474
Participants with balances65
Active participants97
Employer contributions$85,583
Employee contributions$285,408
Employer contribution per active participant$882
Average account balance$75,900
Benefits paid to participants$67,205
Plan auditUnmodified (clean) audit opinion
AuditorMANSPERGER PATTERSON & MCMULLIN,PLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$25,218
Investment management$15,092
Total administrative$40,310
The Ohlinger Industries, Inc. 401(k) match · 2022
Employer contribution per active participant$882
Median for plans this size$1,114

Ohlinger Industries, Inc.'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$40,310 · 0.76%
Same employer
Similar plansTransportation & Warehousing · Arizona
L.J. Leasing, Inc. AZ$5.6M · 1.19%
Barlow Company, Inc. AZ$2.4M · 1.89%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860184735 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.