Benchmarking O W Lee Company Inc 401k Profit Sharing Plan and Trust in Comfort, TX against all plans
O W Lee Company Inc 401k Profit Sharing Plan and Trust in Comfort, TX has the 5th-least in total assets ($1,392,835) of the 3,410 plans that are better than the overall participant averages in each of average account balance, active-participant contributions per head, and employer contributions per active participant. Those $1,392,835 compare to an average of $7,199,219 across the 3,410 plans.
O W Lee Company Inc 401k Profit Sharing Plan and Trust has these standings among those 3,410 peer plans plus nationwide comparisons:
O W Lee Company Inc 401k Profit Sharing Plan and Trust has these standings among those 3,410 peer plans plus nationwide comparisons:
- net income per total participant = -$18,362 (47th-lowest)
the nationwide average is $2,940 - average account balance = $33,972 (671st-lowest)
the nationwide average is $26,934 - average participant cash contribution per active participant = $3,746 (733rd-lowest)
the nationwide average is $3,162 - average employer cash contribution per active participant = $1,846 (1,037th-lowest)
the nationwide average is $1,148 - total administrative expense per participant = $422.63 (263rd-highest)
the nationwide average is $119.29
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Peers
outdone by Adaptive Nursing and Healthcare Services, Inc. 401(K) Plan in Jeffersonville, IN ($1,286,317), Pro-Health, LLC 401(K) Plan in McKinney, TX ($1,325,755), Albemarle Oil Co. 401(K) Plan in Albemarle, NC ($1,370,922), and Belair Transport Inc 401k Profit Sharing Plan in Orange, NJ ($1,379,275).
outdid Designs By Sundown 401(K) Plan in Littleton, CO ($1,623,539), Enserve, Inc. in Houston, TX ($1,635,543), Deli Star 401(K) Plan in Fayetteville, IL ($1,638,429), and Plasson USA 401(K) Plan in Stafford, TX ($1,754,232), and 3,401 others, ending with FCI Lender Services Inc 401(K) Profit Sharing Plan & Trust in Anaheim, CA ($9,998,818).
outdid Designs By Sundown 401(K) Plan in Littleton, CO ($1,623,539), Enserve, Inc. in Houston, TX ($1,635,543), Deli Star 401(K) Plan in Fayetteville, IL ($1,638,429), and Plasson USA 401(K) Plan in Stafford, TX ($1,754,232), and 3,401 others, ending with FCI Lender Services Inc 401(K) Profit Sharing Plan & Trust in Anaheim, CA ($9,998,818).
References
- are better than the overall participant averages in. Bigger sets are better. (1) The average nationwide value of net income per total participant is $2,940, so better is above that. Average net income per total participant equals net income, Line 2k from Schedule H, divided by total participants, Line 6f of Form 5500. (2) The average nationwide value of average account balance is $26,934, so better is above that. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. (3) The average nationwide value of active-participant contributions per head (average participant cash contribution per active participant) is $3,162, so better is above that. Average participant cash contribution per active participant equals cash contributions from participants, Line 2a(1)(B) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (4) The average nationwide value of employer contributions per active participant (average employer cash contribution per active participant) is $1,148, so better is above that. Average employer cash contribution per active participant equals cash contributions from employers, Line 2a(1)(A) from Schedule H, divided by active participants at the end of the plan year, Line 6a(2), Form 5500. (5) The average nationwide value of total administrative expense per participant is $119.29, so better is below that. Total administrative expense per participant is a ratio that equals total administrative expenses (Line 2i(5), Schedule H) divided by total participants, i.e. the sum of active, retired, or separated participants who are still living, plus deceased participants whose beneficiaries receive or are entitled to benefits (Line 6f of Form 5500). Some comparison measures have prerequisites that must be satisfied in order to keep their numeric values, otherwise their value becomes N/A. 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.
- total assets. At end of plan year. Line 1f(b) from Schedule H. 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.