Plan Ledger DOL Form 5500 · updated monthly

Plocher Agency Incorporated401(k)

PLOCHER INSURANCE AGENCY, INC. 401(K) PROFIT SHARING PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

Plocher Agency Incorporated reported $35,553 in plan administrative expenses for 2022: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,535 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 finance & insurance employers. By assets it is among the smaller plans on file in California (5,601st of 9,483), and 4,031st of 4,798 in finance & insurance. In 2022, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,500,543
Participants with balances166
Active participants127
Employer contributions$448,939
Employee contributions$959,347
Employer contribution per active participant$3,535
Average account balance$57,232
Benefits paid to participants$269,359
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$35,553
Total administrative$35,553
The Plocher Agency Incorporated 401(k) match · 2022
Employer contribution per active participant$3,535
Median for plans this size$2,266

Plocher Agency Incorporated'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$35,553 · 0.35%
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Source: U.S. Department of Labor, Form 5500 series, EIN 463633731 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.