Plans » Benchmarking Engine
Benchmarking Warner Norcross + Judd LLP Retirement Plan in Grand Rapids, MI against
bad (1)
Warner Norcross + Judd LLP Retirement Plan in Grand Rapids, MI has the 8th-lowest total income ($45,261,202) of the 388 Great Lakes plans. Those $45,261,202 compare to an average of $94,462,608 across the 388 plans.
better than Spraying Systems Co. Employees' Profit Sharing and 401(K) Plan in Wheaton, IL ($30,774,966), Aptiv Hourly 401(K) Plan in Troy, MI ($37,232,331), Miller, Canfield, Paddock & Stone P.L.C. 401(K) Capital Accumulation Plan in Detroit, MI ($37,945,386), and Lacks Enterprises, Inc. Retirement Savings and Profit Sharing Plan in Grand Rapids, MI ($43,202,296), and 3 others, ending with Shumaker, Loop and Kendrick Retirement Plan in Toledo, OH ($44,947,813).
trailed Reinhart Boerner Van Deuren S.C. 401(K) Profit Sharing Plan in Milwaukee, WI ($45,784,892), Lakeland Regional Health System Retirement Plan in St. Joseph, MI ($46,135,708), American Consolidated Natural Resources, Inc. Savings and Security Plan in St. Clairsville, OH ($46,252,236), and Covia Retirement Savings Plan in Independence, OH ($46,272,965), and 376 others, ending with Regal Rexnord Retirement Savings Plan in Beloit, WI ($323,108,520).
trailed Reinhart Boerner Van Deuren S.C. 401(K) Profit Sharing Plan in Milwaukee, WI ($45,784,892), Lakeland Regional Health System Retirement Plan in St. Joseph, MI ($46,135,708), American Consolidated Natural Resources, Inc. Savings and Security Plan in St. Clairsville, OH ($46,252,236), and Covia Retirement Savings Plan in Independence, OH ($46,272,965), and 376 others, ending with Regal Rexnord Retirement Savings Plan in Beloit, WI ($323,108,520).
- in region. The 9 regions with their corresponding states or other geographic entities are: New England (CT ME MA NH RI VT), Mid Atlantic (DE DC MD NJ NY PA), Great Lakes (IL IN MI OH WI), Plains (IA KS MN MO NE ND SD), Southeast (AL AR FL GA KY LA MS NC SC TN VA WV), Southwest (AZ NM OK TX), Rocky Mountains (CO ID MT UT WY), Far West (AK CA HI NV OR WA), and Outlying Areas (VI PR GU AS MP). 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 income. Higher values are better. From Line 2d, 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.
Warner Norcross + Judd LLP Retirement Plan in Grand Rapids, MI is in Michigan, its EIN is 381422647, its industry group is Legal Services, its plan administrator is Jennifer Watkins, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, provides for automatic enrollment, provides participant-directed brokerage accounts as investment options, is a single-employer plan, its business code is 541110, has 100 to 499 total participants, is better than the overall participant averages in each of net income per total participant, average account balance, active-participant contributions per head, employer contributions per active participant, and total administrative expense per participant (the entire set of 5), and is lower than the overall administrative medians in each of other administrative expenses, total administrative expenses, and total administrative expense ratio.
Global References
Numeric values:
- net assets (assets minus liabilities) ($260.30M)
- total assets ($260,262,211)
- value of interest in master trust investment accounts ($254.50M)
- total assets at beginning of plan year ($219,995,010)
- total income ($45,261,202)
- net income ($39,805,862)
- earnings on investments ($35,462,836)
- net earnings on investments ($35,462,836)
- total contributions ($9,798,366)
- total expenses ($5,455,340)
- cash contributions from employers ($5,450,095)
- receivables employer contributions ($5,438,019)
- cash contributions from participants ($3,302,713)
- average account balance ($644,213)
- asset transfers to this plan ($461,339)
- receivables participant contributions ($327,626)
- net income per total participant ($98,529)
- average employer cash contribution per active participant ($17,638)
- average participant cash contribution per active participant ($10,688)
- total noninterest-bearing cash ($0)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($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)
- participant loans ($0)
- value of interest in common/collective trusts ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in 103-12 investment entities ($0)
- value of interest in registered investment companies (e.g., mutual funds) ($0.0K)
- 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)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- total administrative expenses ($0)
- asset transfers from this plan ($0)
- total administrative expense per participant ($0.00)
- percentage of active participants (76.5%)
- yield on beginning-of-plan-year total assets (16.12%)
- diversity of asset types (3.5%)
- participant loans as a percentage of plan assets (0.00%)
- total cash as a percentage of plan assets (0.00%)
- employer securities as a percentage of plan assets (0.00%)
- total administrative expense ratio (0.000%)
- active participants (309)
- deceased participants whose beneficiaries receive or are entitled to benefits (1)
- living participants (403)
- other retired or separated participants entitled to future benefits (94)
- retired or separated participants receiving benefits (0)
- total participants (404)
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