Plan Ledger DOL Form 5500 · updated monthly

Ues, Inc.401(k)

UES, INC. 401(K) PLAN · DAYTON, OH · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Ues, Inc. reported $33,127 in plan administrative expenses for 2022: 0.06% of average plan assets, below the peer median. Employer contributions averaged $2,863 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 1 year on file its reported administrative ratio rose from 0.06% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other professional & technical services employers. By assets it is the 747th-largest of 3,295 plans among Ohio employers on file, and the 3,186th of 11,654 in professional & technical services. In 2022, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,955,221
Participants with balances361
Active participants283
Employer contributions$810,220
Employee contributions$2,248,995
Employer contribution per active participant$2,863
Average account balance$116,219
Benefits paid to participants$8,557,822
Plan auditUnmodified (clean) audit opinion
AuditorHAMMERMAN, GRAF, HUGHES & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$36.4M · 334 accts · $837K emplr
2022$42.0M · 361 accts · $810K emplr
The Ues, Inc. 401(k) match · 2022
Employer contribution per active participant$2,863
Median for plans this size$3,449
2023$2,897 per active participant
2022$2,863 per active participant

Ues, Inc.'s 2022 employer contribution ran below the $3,449 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$88,690 · 0.23%
2022$33,127 · 0.06%
Same employer
Similar plansProfessional & Technical Services · Ohio
Ceso, Inc. OH$43.4M · 0.25%
Ct Consultants, Inc. OH$42.8M · 0.16%
G2O, LLC OH$42.1M · 0.07%
Marketvision Research, Inc. OH$39.9M · 0.13%
Wd Partners, Inc. OH$39.7M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310797776 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.