Plan Ledger DOL Form 5500 · updated monthly

Opportunity of North Central Wisconsin, Inc.401(k)

OPPORTUNITY INC. 401(K) PLAN · WAUSAU, WI · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Opportunity of North Central Wisconsin, Inc. reported $2,260 in plan administrative expenses for 2022: 0.62% of average plan assets, below the peer median. Employer contributions averaged $348 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 Wisconsin (1,924th of 1,936), and 11,505th of 11,911 in health care & social assistance. In 2022, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$368,743
Participants with balances31
Active participants93
Employer contributions$32,410
Employee contributions$49,069
Employer contribution per active participant$348
Average account balance$11,895
Benefits paid to participants$16,494
Plan auditUnmodified (clean) audit opinion
AuditorKERBER ROSE SC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,260
Total administrative$2,260
The Opportunity of North Central Wisconsin, Inc. 401(k) match · 2022
Employer contribution per active participant$348
Median for plans this size$331

Opportunity of North Central Wisconsin, Inc.'s 2022 employer contribution ran above the $331 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$2,260 · 0.62%
Same employer
Similar plansHealth Care & Social Assistance · Wisconsin
Waunakee Operations LLC WI$718K · 1.75%
Keneri, LLC NC$371K · 0.22%
The Workshops, Inc. OH$370K · 0.85%
Casa de Corazon MN$369K · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390975675 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.