Plan Ledger DOL Form 5500 · updated monthly

Orchard Yarn & Thread Co., Inc.401(k)

ORCHARD YARN & THREAD CO., INC. 401(K) PLAN · LYNDHURST, NJ · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

Orchard Yarn & Thread Co., Inc. reported $40,175 in plan administrative expenses for 2022: 0.38% of average plan assets, above the peer median. Employer contributions averaged $2,617 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 wholesale trade employers. By assets it is among the smaller plans on file in New Jersey (1,573rd of 2,419), and 3,030th of 4,246 in wholesale trade. In 2022, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,176,147
Participants with balances94
Active participants93
Employer contributions$243,378
Employee contributions$486,485
Employer contribution per active participant$2,617
Average account balance$97,619
Benefits paid to participants$1,642,313
Plan auditUnmodified (clean) audit opinion
AuditorROSENBERG RICH BAKER BERMAN, P.A.
Administrative expenses, itemized · 2022
Investment management$22,425
Professional / advisory$17,750
Total administrative$40,175
The Orchard Yarn & Thread Co., Inc. 401(k) match · 2022
Employer contribution per active participant$2,617
Median for plans this size$2,266

Orchard Yarn & Thread Co., Inc.'s 2022 employer contribution ran above the $2,266 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$40,175 · 0.38%
Same employer
Similar plansWholesale Trade · New Jersey
Team Beans LLC NJ$9.5M · 0.31%
Fgi Industries Inc. NJ$9.4M · 0.04%
Trish McEvoy LTD. NJ$9.1M · 0.10%
Leica Camera Inc. NJ$9.0M · 0.45%
Stauff Corporation NJ$8.9M · 0.56%
Cdm Electronics, Inc. NJ$8.9M · 0.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 132671093 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.