Retirement plan

METROPOLITAN GOLF ASSOCIATION, INC. 401(K) PLAN

Name: METROPOLITAN GOLF ASSOCIATION, INC. - METROPOLITAN GOLF ASSOCIATION, INC. 401(K) PLAN (2025) Form 5500
Creator: METROPOLITAN GOLF ASSOCIATION, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, METROPOLITAN GOLF ASSOCIATION, INC. 401(K) PLAN, METROPOLITAN GOLF ASSOCIATION, INC.

METROPOLITAN GOLF ASSOCIATION, INC.EIN 13-4109121Plan #001PY 2025

49 KNOLLWOOD ROAD - ELMSFORD, NY 105232813914-347-4653mgagolf.orgLinkedIn11-50 employeessports

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$7M

+24.8% from 2024

Total participants

+8.1% from 2024

Average account balance

$175,046

+12.3% from 2024

Annual return

18.54%

+17.77 pp from 2024

Benchmarks

See 2,531 peers

Peer group

Industry71 - Arts, Entertainment, and Recreation

Plan typeDefined contribution

Participants25-99

Cohort2,531 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$7.00M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$175K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

117.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$504K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3877

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$155K

$4561 / participant

Other / not subdivided$155K100.0%

% of EOY assets

2.215%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$175,046

$52,353+234.4%

$120,225+45.6%

$82,448+112.3%

Participation rate

100.0%

58.3%+41.7pp

69.6%+30.4pp

68.1%+31.9pp

Annual return

18.54%

61.85%-43.3pp

439.23%-420.7pp

41.64%-23.1pp

Employer contribution / active EE

$8,283

$1,510+448.5%

$3,475+138.3%

$2,551+224.7%

Participant deferral / active EE

$6,530

$2,627+148.6%

$3,999+63.3%

$4,139+57.8%

Admin fee / account holder

$3,877

$4,363-11.1%

$5,696-31.9%

$7,234-46.4%

METROPOLITAN GOLF ASSOCIATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

METROPOLITAN GOLF ASSOCIATION, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion