Plan Ledger DOL Form 5500 · updated monthly

R.F. Owens Company, Inc. dba Trucchi's401(k)

TRUCCHI'S SUPERMARKETS 401(K) RETIREMENT SAVINGS PLAN · RAYNHAM, MA · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

R.F. Owens Company, Inc. dba Trucchi's reported $23,643 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $63 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Massachusetts (1,988th of 2,726), and 3,090th of 4,246 in wholesale trade. In 2022, employees put in $9.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,765,341
Participants with balances93
Active participants304
Employer contributions$19,259
Employee contributions$189,407
Employer contribution per active participant$63
Average account balance$94,251
Benefits paid to participants$589,202
Plan auditQualified audit opinion
AuditorSULMONTE & FRENIER, LLP, CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,643
Total administrative$23,643
The R.F. Owens Company, Inc. dba Trucchi's 401(k) match · 2022
Employer contribution per active participant$63
Median for plans this size$1,114

R.F. Owens Company, Inc. dba Trucchi's's 2022 employer contribution ran below the $1,114 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.

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$23,643 · 0.24%
Similar plansWholesale Trade · Massachusetts
John Nagle Co. MA$10.1M · 0.05%
American Food Systems Inc. MA$10.0M · 0.31%
Comalli Group, Inc. MA$9.3M · 0.15%
A.R. Sandri, Inc. MA$8.7M · 0.43%
Tsg Enterprises, LLC MA$8.5M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042184158 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.