Plan Ledger DOL Form 5500 · updated monthly

Southern Hills Country Club401(k)

SOUTHERN HILLS COUNTRY CLUB RETIREMENT SAVINGS PLAN · TULSA, OK · plan year 2022

Reported admin expense ratio · 2022
0.09%

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

Southern Hills Country Club reported $14,274 in plan administrative expenses for 2022: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,727 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 fell from 0.09% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 336th-largest of 724 plans among Oklahoma employers on file, and the 558th of 1,311 in arts, entertainment & recreation. In 2022, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,616,751
Participants with balances167
Active participants134
Employer contributions$365,482
Employee contributions$551,428
Employer contribution per active participant$2,727
Average account balance$81,537
Benefits paid to participants$2,905,778
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$11.5M · 220 accts · $478K emplr
2023$12.5M · 187 accts · $405K emplr
2022$13.6M · 167 accts · $365K emplr
Administrative expenses, itemized · 2022
Professional / advisory$14,274
Total administrative$14,274
The Southern Hills Country Club 401(k) match · 2022
Employer contribution per active participant$2,727
Median for plans this size$2,266
2024$2,463 per active participant
2023$2,683 per active participant
2022$2,727 per active participant

Southern Hills Country Club'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$8,216 · 0.07%
2023$9,803 · 0.08%
2022$14,274 · 0.09%
Similar plansArts, Entertainment & Recreation · Oklahoma
Lucky Star Casino OK$21.0M · 0.90%
Global Gaming Rp, LLC OK$11.0M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730475850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.