Plan Ledger DOL Form 5500 · updated monthly

Ungerer & Company401(k)

UNGERER & COMPANY 401(K) SAVINGS PLAN · LINCOLN PARK, NJ · plan year 2022

Reported admin expense ratio · 2022
0.20%

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

Ungerer & Company reported $49,963 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,012 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 the 1,093rd-largest of 2,419 plans among New Jersey employers on file, and the 6,018th of 13,661 in manufacturing. In 2022, employees put in $7.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,529,703
Participants with balances243
Active participants186
Employer contributions$188,270
Employee contributions$1,338,374
Employer contribution per active participant$1,012
Average account balance$80,369
Benefits paid to participants$8,834,459
Plan auditUnmodified (clean) audit opinion
AuditorPRAGER METIS CPAS LLC
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $174K emplr
2022$19.5M · 243 accts · $188K emplr
The Ungerer & Company 401(k) match · 2022
Employer contribution per active participant$1,012
Median for plans this size$2,266

Ungerer & Company's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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 history2
2023Not separately reported
2022$49,963 · 0.20%
Similar plansManufacturing · New Jersey
Pamarco Technologies, LLC NJ$20.7M · 0.60%
Interchem Corporation NJ$20.7M · 0.64%
Diversified Global Graphics NJ$20.2M · 0.29%
Annin & Co NJ$19.2M · 0.05%
Amerlux, LLC NJ$18.6M · 0.30%
Resintech, Inc. NJ$18.4M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135455980 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.