Plan Ledger DOL Form 5500 · updated monthly

The Dallas Group of America, Inc401(k)

THE DALLAS GROUP OF AMERICA, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST · WHITEHOUSE, NJ · plan year 2023

Reported admin expense ratio · 2023
0.51%

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

The Dallas Group of America, Inc reported $153,059 in plan administrative expenses for 2023: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $10,119 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 rose from 0.43% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 820th-largest of 2,419 plans among New Jersey employers on file, and the 4,427th of 13,661 in manufacturing. In 2023, the employer put in $1.40 for every $1.00 employees contributed themselves; active participation has grown from 125 to 140 since 2022.

Plan summary
Net assets, end of year$30,555,837
Participants with balances153
Active participants140
Employer contributions$1,416,647
Employee contributions$1,012,076
Employer contribution per active participant$10,119
Average account balance$199,711
Benefits paid to participants$5,288,854
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$28.6M · 150 accts · $1.3M emplr
2023$30.6M · 153 accts · $1.4M emplr
2022$29.7M · 139 accts · $1.4M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$91,786
Investment management$48,773
Audit (IQPA)$12,500
Total administrative$153,059
The The Dallas Group of America, Inc 401(k) match · 2023
Employer contribution per active participant$10,119
Median for plans this size$2,440
2024$9,750 per active participant
2023$10,119 per active participant
2022$11,360 per active participant

The Dallas Group of America, Inc's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Loan processing$94,342
UBS FINANCIAL SERVICES, INC. · Investment advisory (plan)$48,773
EISNERAMPER, LLP · Accounting / audit$12,500

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$149,829 · 0.51%
2023$153,059 · 0.51%
2022$145,358 · 0.43%
Similar plansManufacturing · New Jersey
Sandy Alexander, Inc. NJ$31.3M · 0.28%
Vdm Metals USA, LLC NJ$30.8M · 0.04%
Borealis Compounds, Inc. NJ$30.7M · 0.21%
Nova Wildcat Shur-Line, LLC NJ$30.4M · 0.01%
Rab Lighting, Inc. NJ$30.1M · 0.17%
Arrow Fastener Co., LLC NJ$29.7M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222952954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.