Plan Ledger DOL Form 5500 · updated monthly

Tohono O'Odham Gaming Enterprise401(k)

TOHONO O'ODHAM GAMING ENTERPRISE RETIREMENT SAVINGS PLAN · SAHUARITA, AZ · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Tohono O'Odham Gaming Enterprise reported $311,016 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,086 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 fell from 0.31% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other public administration employers. By assets it is the 101st-largest of 1,285 plans among Arizona employers on file, and the 4th of 90 in public administration. In 2024, employees put in $1.01 for every $1.00 the employer contributed; active participation has grown from 2,560 to 2,875 since 2022.

Plan summary
Net assets, end of year$136,549,734
Participants with balances3,242
Active participants2,875
Employer contributions$8,873,208
Employee contributions$8,994,844
Employer contribution per active participant$3,086
Average account balance$42,119
Benefits paid to participants$9,777,403
Plan auditUnmodified (clean) audit opinion
AuditorREDW
Plan history3
Yearassets · accounts · employer contribution
2024$136.5M · 3,242 accts · $8.9M emplr
2023$114.0M · 3,065 accts · $8.5M emplr
2022$87.4M · 2,972 accts · $7.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$308,787
Investment management$2,229
Total administrative$311,016
The Tohono O'Odham Gaming Enterprise 401(k) match · 2024
Employer contribution per active participant$3,086
Median for plans this size$3,635
2024$3,086 per active participant
2023$3,215 per active participant
2022$2,989 per active participant

Tohono O'Odham Gaming Enterprise's 2024 employer contribution ran below the $3,635 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
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$308,787
CHARLES SCHWAB & CO., INC · Securities brokerage$656
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$311,016 · 0.25%
2023$255,165 · 0.25%
2022$278,804 · 0.31%
Same employer
Similar plansPublic Administration · Arizona
Pcaob DC$682.4M · 0.01%
Salt River Materials Group AZ$89.3M · 0.07%
Valkyrie Enterprises, Inc. VA$87.4M · 0.31%
Pascua Yaqui Tribe AZ$75.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860489635 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.