Plan Ledger DOL Form 5500 · updated monthly

Ukrop's Super Markets, Inc.401(k)

UKROP'S SAVINGS AND INVESTMENT PLAN · RICHMOND, VA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Ukrop's Super Markets, Inc. reported $35,818 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,482 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 0.09% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 587th-largest of 2,266 plans among Virginia employers on file, and the 791st of 5,215 in retail trade. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,863,305
Participants with balances380
Active participants399
Employer contributions$591,206
Employee contributions$981,893
Employer contribution per active participant$1,482
Average account balance$104,903
Benefits paid to participants$1,540,769
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.9M · 380 accts · $591K emplr
2023$34.6M · 381 accts · $257K emplr
2022$30.7M · 368 accts · $243K emplr
Administrative expenses, itemized · 2024
Investment management$20,018
Total administrative$35,818
The Ukrop's Super Markets, Inc. 401(k) match · 2024
Employer contribution per active participant$1,482
Median for plans this size$2,416
2024$1,482 per active participant
2023$696 per active participant
2022$668 per active participant

Ukrop's Super Markets, 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 · 20242
FORVIS MAZARS LLP · Accounting / audit$15,800
JOHN HANCOCK RETIREMENT PLAN SERVIC · Contract administrator$13,889

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$35,818 · 0.10%
2023$32,896 · 0.10%
2022$30,139 · 0.09%
Same employer
Similar plansRetail Trade · Virginia
Five Guys Enterprises LLC VA$43.5M · 0.12%
Pohanka Auto West, Inc. VA$43.3M · 0.41%
Priority Automotive Group VA$42.2M · 0.51%
Ourisman Fairfax Toyota VA$42.2M · 0.46%
Tsrc, Inc. VA$39.3M · 0.45%
Gpm Investments, LLC VA$39.2M · 0.59%
Virginia Truck Center, Inc. VA$38.4M · 0.55%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 540967106 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.