Plan Ledger DOL Form 5500 · updated monthly

Tennessee Valley Railroad Museum401(k)

TENNESSEE VALLEY RAILROAD MUSEUM 401(K) PLAN · CHATTANOOGA, TN · plan year 2022

Reported admin expense ratio · 2022
0.15%

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

Tennessee Valley Railroad Museum reported $615 in plan administrative expenses for 2022: 0.15% of average plan assets, lower than ~75% of peers. Employer contributions averaged $197 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 transportation & warehousing employers. By assets it is among the smaller plans on file in Tennessee (1,466th of 1,496), and 2,497th of 2,677 in transportation & warehousing. In 2022, employees put in $1.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$338,463
Participants with balances28
Active participants186
Employer contributions$36,606
Employee contributions$62,954
Employer contribution per active participant$197
Average account balance$12,088
Benefits paid to participants$152,526
Plan auditUnmodified (clean) audit opinion
AuditorHHM CPA'S
The Tennessee Valley Railroad Museum 401(k) match · 2022
Employer contribution per active participant$197
Median for plans this size$331

Tennessee Valley Railroad Museum'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$615 · 0.15%
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Assured Xpress LLC TN$317K · 0.37%
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Max Trans, LLC TN$100K · 0.58%
Ejbs Logistics TN$78K · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 620676701 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.