Plan Ledger DOL Form 5500 · updated monthly

Pat Obrien, Jr. Chevrolet, Inc.401(k)

PAT OBRIEN CHEVROLET 401K PLAN · VERMILLION, OH · plan year 2020

Reported admin expense ratio · 2020
0.38%

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

Pat Obrien, Jr. Chevrolet, Inc. reported $31,786 in plan administrative expenses for 2020: 0.38% of average plan assets, below the peer median. Employer contributions averaged $317 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.

Across the 3 years on file its reported administrative ratio rose from 0.38% to 1.79%. The plan sits in the $1M–$10M size bracket, benchmarked here against 294 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (2,231st of 3,295), and 3,130th of 5,215 in retail trade. In 2020, employees put in $10.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,636,216
Participants with balances349
Active participants68
Employer contributions$21,562
Employee contributions$235,563
Employer contribution per active participant$317
Average account balance$21,880
Benefits paid to participants$2,630,236
Plan auditDisclaimer of opinion
AuditorDIXON HUGHES GOODMAN LLP
Plan history3
Yearassets · accounts · employer contribution
2023$338 · 1 accts
2022$6.1M · 213 accts · $11K emplr
2020$7.6M · 349 accts · $22K emplr
Administrative expenses, itemized · 2020
Recordkeeping & contract admin$31,786
Total administrative$31,786
The Pat Obrien, Jr. Chevrolet, Inc. 401(k) match · 2020
Employer contribution per active participant$317
Median for plans this size$893

Pat Obrien, Jr. Chevrolet, Inc.'s 2020 employer contribution ran below the $893 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 2020 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2023$54,433 · 1.79%
2022$4,390 · 0.06%
2020$31,786 · 0.38%
Similar plansRetail Trade · Ohio
L.D. Management Company OH$7.8M · 0.55%
Best Supply, Inc. OH$7.8M · 0.74%
Marco's Franchising, LLC OH$7.8M · 0.60%
Cronin Auto, Inc. OH$7.7M · 0.61%
E&H Family Group, Inc. OH$7.5M · 0.52%
Coler Healthcare, LTD. OH$7.4M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 202394972 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.