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Benchmarking CSS-Dynamac 401(K) Plan in Fairfax, VA against all plans

 

CSS-Dynamac 401(K) Plan in Fairfax, VA has the 11th-highest yield on beginning-of-plan-year total assets (-15.58%) among the 51 plans in Fairfax, VA. That -15.58% compares to an average of -16.61% across those 51 plans.

Beating the average of -16.61% means an extra $465,724 in net earnings on investments.

Note: yield on beginning-of-plan-year total assets =
(100 * net earnings on investments) รท total assets at beginning of plan year

CSS-Dynamac 401(K) Plan has these standings among those 51 peer plans:

  • yield on beginning-of-plan-year total assets = -15.58% (11th-highest)

  • net earnings on investments = -$7,034,845 (13th-lowest)

  • total assets at beginning of plan year = $45,167,218 (9th-most)

and these values satisfy the maximum allowed for calculating yield from beginning assets:

  • asset transfers to the plan = $0

  • asset transfers from the plan = $0

and these values provide further relevant context:

  • cash contributions from participants = $1,661,797

  • cash contributions from employers = $362,469

  • total contributions = $2,032,515

Visualize

 
 

Peers

beat out by Mainstreet Bank 401(K) Plan in Fairfax, VA (-5.31%), Omega World Travel 401(K) Savings Plan in Fairfax, VA (-10.77%), Brown Automotive Group Ltd 401(K) Profit Sharing Plan & Trust in Fairfax, VA (-13.90%), and Mandex, Inc. 401(K) & Profit Sharing Plan in Fairfax, VA (-14.12%), and 6 others, ending with Gates, Hudson & Associates Employee 401(K) Plan in Fairfax, VA (-14.90%).

beat Fairfax Neonatal Associates, P.C. 401(K) Profit Sharing Plan in Fairfax, VA (-15.69%), A J. Dwoskin & Associates, Inc. Employee 401(K) Plan in Fairfax, VA (-15.71%), The Hughes 401(K) Profit Sharing Plan in Fairfax, VA (-15.72%), and Crestline Hotels & Resorts, LLC Retirement and Savings Plan in Fairfax, VA (-15.75%), and others, ending with Tiber Creek Consulting, Inc 401(K) Plan in Fairfax, VA (-21.74%).

References

  1. 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.
  2. yield on beginning-of-plan-year total assets. Higher values are better. To qualify, the total assets at the beginning of the plan year must be above zero, and either (1) both the asset transfers to the plan and asset transfers from the plan during the plan year must be zero, or (2) the sum of the absolute values of both asset transfers must be less than 1% of the total assets at the beginning of the plan year. If it qualifies, the yield on beginning-of-plan-year total assets (as a percentage) equals net earnings on investments divided by total assets at the beginning of the plan year, times 100. The above quantities are all from Schedule H: Assets transfer to the plan is Line 2l(1). Assets transfer from the plan is Line 2l(2). Net earnings on investments is the sum of the ten column (b) entries from 2b, minus investment advisory and management fees (Line 2i(3)). Total assets at the beginning of the plan year is Line 1f(a). 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.