Plan Ledger DOL Form 5500 · updated monthly

Society of St. Vincent de Paul401(k)

403(B) THRIFT PLAN FOR EMPLOYEES OF SOCIETY OF ST. VINCENT DE PAUL SOUTH PINELLAS, INC. · ST PETERSBURG, FL · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Society of St. Vincent de Paul reported $53 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $312 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 other services employers. By assets it is among the smaller plans on file in Florida (3,372nd of 3,644), and 3,081st of 3,341 in other services. In 2022, employees put in $2.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$951,010
Participants with balances93
Active participants285
Employer contributions$88,784
Employee contributions$209,837
Employer contribution per active participant$312
Average account balance$10,226
Benefits paid to participants$68,418
Plan auditUnmodified (clean) audit opinion
AuditorRIVERO, GORDIMER, AND COMPANY, P.A.
The Society of St. Vincent de Paul 401(k) match · 2022
Employer contribution per active participant$312
Median for plans this size$331

Society of St. Vincent de Paul's 2022 employer contribution ran below the $331 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$53 · 0.01%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 592380770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.