Plans » Benchmarking Engine
Benchmarking Micrometals Security & Retirement Plan and Trust in Anaheim, CA against
good (4)
neutral (2)
Micrometals Security & Retirement Plan and Trust in Anaheim, CA has the 4th-highest average account balance ($101,901) of the 27 plans in Anaheim, CA. That $101,901 compares to an average of $67,762 across those 27 plans.
Beating the average of $67,762 means an extra $5,120,894 in total assets.
Note: average account balance = total assets ÷ total participants
Micrometals Security & Retirement Plan and Trust has these standings among those 27 peer plans:
Beating the average of $67,762 means an extra $5,120,894 in total assets.
Note: average account balance = total assets ÷ total participants
Micrometals Security & Retirement Plan and Trust has these standings among those 27 peer plans:
- average account balance = $101,901 (4th-highest)
- total assets = $15,285,086 (4th-least)
- total participants = 150 (4th-fewest)
beat out by Humboldt Medical Specialists, Inc. 401(K) Profit Sharing Plan in Anaheim, CA ($184,751), Frazer, LLP Profit Sharing Plan in Anaheim, CA ($147,401), and Chest and Critical Care Consultants, A Medical Group Profit Sharing Plan in Anaheim, CA ($141,665).
beat D & D Gear, Inc. 401(K) Profit Sharing Plan in Anaheim, CA ($93,204), Straub Distributing Company, Ltd. Profit-Sharing Plan in Anaheim, CA ($91,855), The McGraw Group of Affiliated Companies 401(K) Plan in Anaheim, CA ($89,887), and Credit Union of Southern California 401(K) Plan and Trust in Anaheim, CA ($82,058), and 19 others, ending with Anaheim Arena Management 401(K) Savings Plan in Anaheim, CA ($8,628).
beat D & D Gear, Inc. 401(K) Profit Sharing Plan in Anaheim, CA ($93,204), Straub Distributing Company, Ltd. Profit-Sharing Plan in Anaheim, CA ($91,855), The McGraw Group of Affiliated Companies 401(K) Plan in Anaheim, CA ($89,887), and Credit Union of Southern California 401(K) Plan and Trust in Anaheim, CA ($82,058), and 19 others, ending with Anaheim Arena Management 401(K) Savings Plan in Anaheim, CA ($8,628).
- average account balance. Higher values are better. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- in city. Values were kept only if they occurred at least 20 times. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
Micrometals Security & Retirement Plan and Trust in Anaheim, CA is in Anaheim, CA, its EIN is 952505280, its industry group is Other Fabricated Metal Product Manufacturing, its plan administrator is James Cox, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, is a single-employer plan, its business code is 332900, has 100 to 499 total participants, is worse than the overall plan medians in each of total income, net income, participant loans as a percentage of plan assets, and yield on beginning-of-plan-year total assets (4 total), and is worse than the overall participant averages in each of net income per total participant, active-participant contributions per head, and employer contributions per active participant.
Global References
Numeric values:
- total assets at beginning of plan year ($18,793,732)
- net assets (assets minus liabilities) ($15.30M)
- total assets ($15,285,086)
- value of interest in registered investment companies (e.g., mutual funds) ($10.30M)
- value of interest in common/collective trusts ($4,673,082)
- total contributions ($735,719)
- total expenses ($627,443)
- cash contributions from participants ($503,879)
- participant loans ($356,998)
- cash contributions from employers ($231,840)
- average account balance ($101,901)
- total administrative expenses ($14,408)
- other administrative expenses ($11,331)
- average employer+participant cash contribution per active participant ($5,659)
- average participant cash contribution per active participant ($3,876)
- investment advisory and management fees ($3,077)
- average employer cash contribution per active participant ($1,783)
- total administrative expense per participant ($96.05)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($7)
- total noninterest-bearing cash ($0)
- receivables employer contributions ($0)
- receivables participant contributions ($0)
- other receivables (not employer nor participant contributions) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- total liabilities ($0)
- corrective distributions ($0)
- professional fees ($0)
- contract administrator fees ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- net income per total participant (-$23,391)
- total income (-$2,881,203)
- net income (-$3,508,646)
- earnings on investments (-$3,616,922)
- net earnings on investments (-$3,619,999)
- percentage of active participants (86.7%)
- diversity of asset types (22.6%)
- participant loans as a percentage of plan assets (2.34%)
- total administrative expense ratio (0.094%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- growth in total assets during the plan year (-18.7%)
- yield on beginning-of-plan-year total assets (-19.26%)
- active participants (130)
- deceased participants whose beneficiaries receive or are entitled to benefits (3)
- living participants (147)
- other retired or separated participants entitled to future benefits (17)
- retired or separated participants receiving benefits (0)
- total participants (150)
Global References