Plan Ledger DOL Form 5500 · updated monthly

Partners in Opportunities, Inc.401(k)

PIO 401K · SOUTH BEND, IN · plan year 2022

Reported admin expense ratio · 2022
0.38%

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

Partners in Opportunities, Inc. reported $1,628 in plan administrative expenses for 2022: 0.38% of average plan assets, below the peer median. Employer contributions averaged $165 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 Indiana (1,533rd of 1,562), and 11,437th of 11,911 in health care & social assistance. In 2022, employees put in $3.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$421,138
Participants with balances52
Active participants129
Employer contributions$21,322
Employee contributions$84,633
Employer contribution per active participant$165
Average account balance$8,099
Benefits paid to participants$36,119
Plan auditUnmodified (clean) audit opinion
AuditorKRUGGEL LAWTON AND COMPANY, LLC
Administrative expenses, itemized · 2022
Professional / advisory$1,628
Total administrative$1,628
The Partners in Opportunities, Inc. 401(k) match · 2022
Employer contribution per active participant$165
Median for plans this size$331

Partners in Opportunities, Inc.'s 2022 employer contribution ran below 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$1,628 · 0.38%
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Source: U.S. Department of Labor, Form 5500 series, EIN 352150321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.