Plan Ledger DOL Form 5500 · updated monthly

The October Company, Inc.401(k)

THE OCTOBER COMPANY, INC. 401(K) PLAN AND TRUST · EASTHAMPTON, MA · plan year 2022

Reported admin expense ratio · 2022
0.35%

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

The October Company, Inc. reported $64,563 in plan administrative expenses for 2022: 0.35% of average plan assets, above the peer median. Employer contributions averaged $4,650 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Massachusetts (1,484th of 2,726), and the 6,720th of 13,661 in manufacturing. In 2022, the employer put in $1.85 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$16,314,590
Participants with balances165
Active participants132
Employer contributions$613,850
Employee contributions$332,529
Employer contribution per active participant$4,650
Average account balance$98,876
Benefits paid to participants$2,047,767
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$64,563
Total administrative$64,563
The The October Company, Inc. 401(k) match · 2022
Employer contribution per active participant$4,650
Median for plans this size$2,266

The October Company, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$64,563 · 0.35%
Same employer
Similar plansManufacturing · Massachusetts
Zapp Precision Wire, Inc. MA$17.2M · 0.17%
Bete Fog Nozzle, Inc. MA$16.9M · 0.01%
Rentschler Biopharma Inc. MA$16.3M · 0.18%
Verastem, Inc. MA$16.2M · 0.19%
Adcole LLC MA$16.2M · 0.03%
Pulpdent Corporation MA$16.2M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042946192 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.