Plan Ledger DOL Form 5500 · updated monthly

The Jockey Club401(k)

THE JOCKEY CLUB 401(K) PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

The Jockey Club reported $81,438 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $3,572 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 0.16% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 1,454th-largest of 5,648 plans among New York employers on file, and the 104th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,723,560
Participants with balances250
Active participants266
Employer contributions$950,214
Employee contributions$1,548,719
Employer contribution per active participant$3,572
Average account balance$182,894
Benefits paid to participants$2,365,261
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.7M · 250 accts · $950K emplr
2023$40.9M · 242 accts · $944K emplr
2022$37.8M · 246 accts · $845K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,438
Investment management$36,000
Audit (IQPA)$12,000
Total administrative$81,438
The The Jockey Club 401(k) match · 2024
Employer contribution per active participant$3,572
Median for plans this size$2,416
2024$3,572 per active participant
2023$3,792 per active participant
2022$3,462 per active participant

The Jockey Club's 2024 employer contribution ran above 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
TRG FINANCIAL INC · Investment advisory (plan)$36,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$30,438
DEAN DORTON · Accounting / audit$12,000

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$81,438 · 0.19%
2023$60,675 · 0.15%
2022$66,499 · 0.16%
Same employer
Similar plansAgriculture, Forestry & Fishing · New York
Taconic Biosciences, Inc. NY$85.6M · 0.19%
Savatree, LLC NY$81.5M · 0.31%
Marshall Farms Group LTD NY$74.4M · 0.21%
American Kennel Club NY$73.1M · 0.29%
Dairy One Cooperative, Inc. NY$38.9M · 0.17%
Byrne Dairy, Inc. NY$38.3M · 0.56%
S.S. Steiner, Inc. NY$20.9M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 130888345 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.