Plan Ledger DOL Form 5500 · updated monthly

Statewide Enterprises401(k)

STATEWIDE 401(K) PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

Statewide Enterprises reported $1,207 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $710 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 real estate & leasing employers. By assets it is among the smaller plans on file in California (8,753rd of 9,483), and 1,960th of 2,096 in real estate & leasing. In 2022, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,135,139
Participants with balances48
Active participants131
Employer contributions$92,976
Employee contributions$147,393
Employer contribution per active participant$710
Average account balance$23,649
Benefits paid to participants$72,084
Plan auditUnmodified (clean) audit opinion
AuditorANDERS MINKLER, HUBER, AND HELM LLP
The Statewide Enterprises 401(k) match · 2022
Employer contribution per active participant$710
Median for plans this size$1,114

Statewide Enterprises's 2022 employer contribution ran below the $1,114 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$1,207 · 0.11%
Same employer
Similar plansReal Estate & Leasing · California
Homelight Settlement CA$1.3M · 0.42%
Sunrise Respiratory Care CA$1.2M · 1.17%
Landwin Management, Inc CA$1.1M · 1.07%
Investment Concepts, Inc. CA$1.1M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 270502567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.