Plan Ledger DOL Form 5500 · updated monthly

Operation Breakthrough Inc.401(k)

OPERATION BREAKTHROUGH INC. 401(K) SAVINGS PLAN · KANSAS CITY, MO · plan year 2022

Reported admin expense ratio · 2022
1.32%

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

Operation Breakthrough Inc. reported $11,216 in plan administrative expenses for 2022: 1.32% 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Missouri (1,344th of 1,393), and 11,087th of 11,911 in health care & social assistance.

Plan summary
Net assets, end of year$781,084
Participants with balances59
Active participants172
Employer contributions$0
Employee contributions$61,974
Employer contribution per active participant$0
Average account balance$13,239
Benefits paid to participants$66,186
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,539
Investment management$3,677
Total administrative$11,216
The Operation Breakthrough Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$331

Operation Breakthrough Inc.'s 2022 employer contribution ran below the $331 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 history1
2022$11,216 · 1.32%
Same employer
Similar plansHealth Care & Social Assistance · Missouri
Jms Senior Living MO$1.0M · 0.66%
Garden View Care Center MO$843K · 1.20%
Haven Home Health MO$668K · 2.28%
Accolade Healthcare, LLC MO$556K · 1.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430971560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.