Plan Ledger DOL Form 5500 · updated monthly

Universal Supply Group Inc401(k)

UNIVERSAL SUPPLY GROUP INC 401(K) PROFIT SHARING PLAN · HAWTHORNE, NJ · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Universal Supply Group Inc reported $1,798 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,168 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 wholesale trade employers. By assets it is among the smaller plans on file in New Jersey (1,348th of 2,419), and 2,573rd of 4,246 in wholesale trade. In 2022, employees put in $3.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,946,868
Participants with balances139
Active participants185
Employer contributions$215,997
Employee contributions$772,294
Employer contribution per active participant$1,168
Average account balance$93,143
Benefits paid to participants$512,126
Plan auditUnmodified (clean) audit opinion
AuditorBUSHOVEN LLC
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$12.9M · 139 accts · $216K emplr
The Universal Supply Group Inc 401(k) match · 2022
Employer contribution per active participant$1,168
Median for plans this size$2,266

Universal Supply Group Inc'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$1,798 · 0.01%
Same employer
Similar plansWholesale Trade · New Jersey
Alice and Olivia, LLC NJ$13.6M · 0.69%
Spiral Binding LLC NJ$13.4M · 0.05%
Deep Foods, Inc. NJ$12.4M · 0.66%
Lionetti Associates LLC NJ$12.2M · 0.77%
Cream-O-Land Dairy, Inc. NJ$12.0M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 113391045 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.