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Benchmarking Bundy Associates Retirement Plan in Urbana, OH against all plans

 

Bundy Associates Retirement Plan in Urbana, OH has the 5th-highest average account balance ($74,990) of the 194 plans in Ohio that have 500 to 999 total participants. That $74,990 compares to an average of $39,420 across those 194 plans.

Beating the average of $39,420 means an extra $22,693,628 in total assets.

Note: average account balance = total assets ÷ total participants

Bundy Associates Retirement Plan has these standings among those 194 peer plans:

  • average account balance = $74,990 (5th-highest)

  • total assets = $47,843,735 (4th-most)

  • total participants = 638 (87th-fewest, tied)

Visualize

 
 

Peers

beat out by Ulliman Schutte Construction, LLC 401(K) Profit Sharing Plan in Miamisburg, OH ($88,372), Dayton Physicians, LLC Profit Sharing 401(K) Plan in Dayton, OH ($82,045), I.B.E.W. Local 673 Profit Sharing Annuity Plan in Mentor, OH ($81,824), and Cincinnati Incorporated Employees' 401(K) Plan in Harrison, OH ($81,298).

beat Hy-Tek Material Handling, LLC 401(K) Plan in Columbus, OH ($74,347), Savings and Retirement Plan for Civista Bancshares, Inc. and Affiliates in Sandusky, OH ($71,421), Oeconnection 401(K) Plan in Richfield, OH ($69,469), and The Smithers Group 401(K) Retirement Savings Plan in Akron, OH ($69,361), and 185 others, ending with City Barbeque 401k Plan in Dublin, OH ($10,538).

References

  1. 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.
  2. in state. 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.
  3. total participants bracket. We partitioned total participants into eight brackets: 0-9, 10-24, 25-49, 50-99, 100-499, 500-999, 1000-4999, 5000-24999, and 25000 or more. 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.