Plan Ledger DOL Form 5500 · updated monthly

University Book Store Inc401(k)

UNIVERSITY BOOK STORE INC. EMPLOYEES RETIREMENT SAVINGS PLAN & TRUST · SEATTLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

University Book Store Inc reported $40,146 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,949 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 0.19% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other retail trade employers. By assets it is the 651st-largest of 1,714 plans among Washington employers on file, and the 1,364th of 5,215 in retail trade. In 2022, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,722,758
Participants with balances186
Active participants74
Employer contributions$144,247
Employee contributions$268,093
Employer contribution per active participant$1,949
Average account balance$116,789
Benefits paid to participants$692,589
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.6M · 157 accts · $138K emplr
2023$20.0M · 170 accts · $158K emplr
2022$21.7M · 186 accts · $144K emplr
The University Book Store Inc 401(k) match · 2022
Employer contribution per active participant$1,949
Median for plans this size$2,266
2024$2,063 per active participant
2023$2,678 per active participant
2022$1,949 per active participant

University Book Store Inc's 2022 employer contribution ran below the $2,266 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.

Recordkeeper by year2
2024Nationwide
2023ADP, GALLAGHER BENEFIT SERVICES

This plan has changed recordkeepers within these filings. If you left University Book Store Inc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$51,605 · 0.25%
2023$43,137 · 0.21%
2022$40,146 · 0.19%
Similar plansRetail Trade · Washington
Hi-School Pharmacy, Inc. WA$26.1M · 0.67%
Albert Lee, Inc. WA$26.0M · 0.24%
Car Toys, Inc. WA$25.6M · 0.75%
Blue Nile, Inc. WA$23.2M · 0.28%
K2 Sports LLC WA$21.1M · 0.13%
Cerium Networks, Inc WA$21.1M · 0.44%
Groundspeak, Inc. WA$20.6M · 0.37%
Kelley Connect Co. WA$19.8M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910450340 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.