Plan Ledger DOL Form 5500 · updated monthly

Washington Golf & Country Club, Inc.401(k)

WASHINGTON GOLF & COUNTRY CLUB 401(K) & PROFIT SHARING PLAN · ARLINGTON, VA · plan year 2023

Reported admin expense ratio · 2023
0.52%

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

Washington Golf & Country Club, Inc. reported $43,337 in plan administrative expenses for 2023: 0.52% of average plan assets, above the peer median. Employer contributions averaged $1,329 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 0.49% to 0.57%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Virginia (1,527th of 2,266), and 718th of 1,311 in arts, entertainment & recreation. In 2023, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,057,167
Participants with balances145
Active participants178
Employer contributions$236,573
Employee contributions$542,649
Employer contribution per active participant$1,329
Average account balance$62,463
Benefits paid to participants$698,360
Plan auditUnmodified (clean) audit opinion
AuditorPB MARES
Plan history3
Yearassets · accounts · employer contribution
2024$8.4M · 134 accts · $238K emplr
2023$9.1M · 145 accts · $237K emplr
2022$7.8M · 181 accts · $218K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,785
Investment management$19,552
Total administrative$43,337
The Washington Golf & Country Club, Inc. 401(k) match · 2023
Employer contribution per active participant$1,329
Median for plans this size$1,308
2024$1,294 per active participant
2023$1,329 per active participant
2022$1,243 per active participant

Washington Golf & Country Club, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
NORTHWESTERN MUTUAL WEALTH MGMT CO · Investment advisory (plan)$10,124
EMPOWER ADVISORY GROUP, LLC · Investment management$9,428

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$49,382 · 0.57%
2023$43,337 · 0.52%
2022$42,206 · 0.49%
Same employer
Similar plansArts, Entertainment & Recreation · Virginia
Army Navy Country Club VA$21.2M · 0.36%
Farmington Country Club VA$15.1M · 0.41%
US Fitness Holdings, LLC VA$8.9M · 3.25%
Chrysler Museum Inc. VA$8.1M · 0.01%
Ticket Evolution, Inc. VA$6.5M · 0.72%
The Montpelier Foundation VA$5.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540426360 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.