Plan Ledger DOL Form 5500 · updated monthly

Sibcy Cline, Inc.401(k)

SIBCY CLINE, INC. AND AFFILIATED COMPANIES 401(K) PROFIT SHARING PLAN · CINCINNATI, OH · plan year 2022

Reported admin expense ratio · 2022
0.15%

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

Sibcy Cline, Inc. reported $59,999 in plan administrative expenses for 2022: 0.15% of average plan assets, below the peer median. Employer contributions averaged $2,408 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 2 years on file its reported administrative ratio rose from 0.15% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 851st-largest of 3,295 plans among Ohio employers on file, and the 386th of 2,096 in real estate & leasing. In 2022, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,992,628
Participants with balances225
Active participants166
Employer contributions$399,683
Employee contributions$938,839
Employer contribution per active participant$2,408
Average account balance$159,967
Benefits paid to participants$4,864,308
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNIG & CO.
Plan history3
Yearassets · accounts · employer contribution
2024$35.7M · 208 accts · $384K emplr
2023$32.9M · 205 accts · $365K emplr
2022$36.0M · 225 accts · $400K emplr
Administrative expenses, itemized · 2022
Professional / advisory$59,999
Total administrative$59,999
The Sibcy Cline, Inc. 401(k) match · 2022
Employer contribution per active participant$2,408
Median for plans this size$2,266
2024$2,416 per active participant
2023$2,451 per active participant
2022$2,408 per active participant

Sibcy Cline, Inc.'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 history3
2024$69,377 · 0.20%
2023$61,547 · 0.18%
2022$59,999 · 0.15%
Same employer
Similar plansReal Estate & Leasing · Ohio
Nrp Investments LLC OH$43.4M · 0.48%
Aim Leasing Company, Inc. OH$32.1M · 0.19%
The Wallick Companies, LLC OH$23.4M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310592571 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.