Pope Properties, Inc.401(k)
POPE PROPERTIES, INC. EMPLOYEES SAVINGS TRUST · SARASOTA, FL · plan year 2022
Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works
Pope Properties, Inc. reported $1,675 in plan administrative expenses for 2022: 0.23% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Florida (3,447th of 3,644), and 1,251st of 1,311 in arts, entertainment & recreation.
Pope Properties, Inc.'s 2022 employer contribution ran below the $331 median for plans its size, in the bottom quarter of its peers. 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.
Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 208348115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.