Plan Ledger DOL Form 5500 · updated monthly

USA Swimming, Inc.401(k)

USA SWIMMING, INC. 401(K) PLAN · COLORADO SPRINGS, CO · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

USA Swimming, Inc. reported $1,530 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,804 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 0.005% to 0.007%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 575th-largest of 1,461 plans among Colorado employers on file, and the 458th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 81 to 90 since 2022.

Plan summary
Net assets, end of year$17,813,000
Participants with balances134
Active participants90
Employer contributions$702,382
Employee contributions$770,408
Employer contribution per active participant$7,804
Average account balance$132,933
Benefits paid to participants$551,042
Plan auditUnmodified (clean) audit opinion
AuditorSTOCKMAN, KAST, RYAN AND CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 124 accts · $783K emplr
2023$17.8M · 134 accts · $702K emplr
2022$14.0M · 128 accts · $632K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$1,530
Total administrative$1,530
The USA Swimming, Inc. 401(k) match · 2023
Employer contribution per active participant$7,804
Median for plans this size$2,440
2024$9,438 per active participant
2023$7,804 per active participant
2022$7,806 per active participant

USA Swimming, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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$1,280 · 0.01%
2023$1,530 · 0.01%
2022$755 · 0.01%
Similar plansArts, Entertainment & Recreation · Colorado
Denver Art Museum CO$22.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204264282 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.