Powered by OnlyBoth

Benchmarking Atkinsons Market 401(K) & Profit Sharing Plan in Ketchum, ID against all plans

 

Atkinsons Market 401(K) & Profit Sharing Plan in Ketchum, ID has the 11th-highest diversity of asset types (15.9%) among the 45 plans in Idaho that are an ERISA section 404(c) plan and don't provide for automatic enrollment. That 15.9% compares to an average of 10.9% across those 45 plans.

Atkinsons Market 401(K) & Profit Sharing Plan has these standings among those 45 peer plans related to asset types (values of zero are not shown):

  • diversity of asset types = 15.9% (11th-highest)

  • receivables - employer contributions = $44,693 (15th-most)

  • receivables - participant contributions = $64,654 (3rd-most)

  • participant loans = $298,348 (14th-most)

  • value of interest in common/collective trusts = $3,159,906 (11th-highest)

  • value of interest in registered investment companies (e.g., mutual funds) = $19.20M (12th-highest)

Visualize

 
 

Peers

beat out by Idaho Steel Products, Inc. Profit Sharing 401(K) Retirement Savings Plan in Idaho Falls, ID (35.1%), Empire Airlines, Inc. 401 (K) Profit Sharing Plan in Hayden, ID (31.4%), Nxedge 401(K) Plan in Boise, ID (26.3%), and Thomas Cuisine Management 401(K) Plan in Meridian, ID (24.9%), and 6 others, ending with Mountain View Hospital LLC 401(K) Plan in Idaho Falls, ID (16.0%).

beat The Jackson Companies 401(K) Profit Sharing Plan in Meridian, ID (15.4%), First Federal Savings Bank 401(K) Profit Sharing Plan in Twin Falls, ID (15.2%), Land View, Inc. 401(K) Plan in Rupert, ID (13.3%), and Teton Automotive Group Retirement Savings Plan in Idaho Falls, ID (12.3%), and 30 others, ending with Electrical Wholesale Supply Co., Inc. 401(K) Profit Sharing Plan in Idaho Falls, ID (0.3%).

References

  1. diversity of asset types. Higher values are better. The diversity of asset types is calculated by taking the mathematical entropy of the 24 dollar values for the 24 asset types, after excluding negative asset values, then dividing by 4.584962 (which is the maximum possible entropy of 24 numeric quantities), and multiplying by 100 to obtain a percentage whose potential range is 0% to 100%. Mathematical entropy is a way to measure the balance among a group of numeric values; maximum entropy is when all the values are equal and nonzero. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  2. provide for automatic enrollment. 401(k) plan or 403(b) plan that provides for automatic enrollment in a plan that has elective contributions deducted from payroll. Feature code 2S within Line 8a of Form 5500. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  3. an ERISA section 404(c) plan. An “ERISA section 404(c) Plan” is an individual account plan described in section 3(34) of the Act that: (i) provides an opportunity for a participant or beneficiary to exercise control over assets in his individual account, and (ii) provides a participant or beneficiary an opportunity to choose, from a broad range of investment alternatives, the manner in which some or all of the assets in his account are invested. Feature code 2F within Line 8a of Form 5500. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
  4. in state. Except where noted, all data come from the 25-October-2023 updates to the year-2021 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.