Plan Ledger DOL Form 5500 · updated monthly

The Dolben Company, Inc.401(k)

DOLBEN EMPLOYEE 401(K) PLAN · WOBURN, MA · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

The Dolben Company, Inc. reported $73,685 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $1,834 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 3 years on file its reported administrative ratio has held roughly steady near 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 975th-largest of 2,726 plans among Massachusetts employers on file, and the 436th of 2,096 in real estate & leasing. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 334 to 435 since 2022.

Plan summary
Net assets, end of year$31,324,383
Participants with balances504
Active participants435
Employer contributions$797,943
Employee contributions$2,004,225
Employer contribution per active participant$1,834
Average account balance$62,152
Benefits paid to participants$1,799,362
Plan auditUnmodified (clean) audit opinion
AuditorPKF OCONNOR DAVIES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$31.3M · 504 accts · $798K emplr
2023$26.7M · 463 accts · $720K emplr
2022$21.7M · 493 accts · $640K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$22,212
Investment management$51,473
Total administrative$73,685
The The Dolben Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,834
Median for plans this size$2,416
2024$1,834 per active participant
2023$2,045 per active participant
2022$1,917 per active participant

The Dolben Company, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
COMMONWEALTH FINANCIAL NETWORK · Investment advisory (plan)$47,471
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,212
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$4,002

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$73,685 · 0.25%
2023$57,013 · 0.24%
2022$61,415 · 0.26%
Same employer
Similar plansReal Estate & Leasing · Massachusetts
Peabody Properties, Inc. MA$40.4M · 0.43%
Cresa Partners Boston Inc MA$39.9M · 0.41%
Hallkeen Management, Inc. MA$27.2M · 1.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043098422 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.