Plan Ledger DOL Form 5500 · updated monthly

Stewart-Macdonald Mfg. Co., Inc.401(k)

STEWART-MACDONALD MFG. CO., INC. 401(K) RETIREMENT PLAN · ATHENS, OH · plan year 2022

Reported admin expense ratio · 2022
0.45%

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

Stewart-Macdonald Mfg. Co., Inc. reported $28,632 in plan administrative expenses for 2022: 0.45% of average plan assets, below the peer median. Employer contributions averaged $787 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 retail trade employers. By assets it is among the smaller plans on file in Ohio (2,498th of 3,295), and 3,671st of 5,215 in retail trade. In 2022, employees put in $3.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,324,600
Participants with balances82
Active participants119
Employer contributions$93,661
Employee contributions$319,088
Employer contribution per active participant$787
Average account balance$64,934
Benefits paid to participants$1,354,123
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
The Stewart-Macdonald Mfg. Co., Inc. 401(k) match · 2022
Employer contribution per active participant$787
Median for plans this size$1,114

Stewart-Macdonald Mfg. Co., Inc.'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$28,632 · 0.45%
Similar plansRetail Trade · Ohio
Woodpeckers LLC OH$6.5M · 0.62%
Park Auto South, Inc. OH$5.4M · 0.68%
Dave Arbogast Group, Inc. OH$5.2M · 1.19%
Brentlinger Enterprises OH$5.1M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310783143 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.