Retirement plan

AST SPORTSWEAR, INC. CASH BALANCE PENSION PLAN

Name: AST SPORTSWEAR, INC. - AST SPORTSWEAR, INC. CASH BALANCE PENSION PLAN (2022) Form 5500
Creator: AST SPORTSWEAR, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AST SPORTSWEAR, INC. CASH BALANCE PENSION PLAN, AST SPORTSWEAR, INC.

AST SPORTSWEAR, INC.EIN 33-0648288Plan #002PY 2022

P.O. BOX 17219 - ANAHEIM HILLS, CA 92817714-985-6710LinkedIn501-1000 employeesapparel & fashion

Other plans on this EIN

1 filing

#001Retirement-$10.9M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$2.8M

+48.5% from 2021

Total participants

+9.6% from 2021

Average account balance

No prior year

Annual return

-3.36%

-4.85 pp from 2021

Benchmarks

See 123 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined benefit

Participants25-99

Cohort123 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.88M

Not enough data

1 years with asset history on file

Average account balance

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

$83K

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

0 years with headcount on file

Eligible Participants and Participation

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

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$725K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+5.14%

Not enough data

1 years with return on file

Admin fee / account holder

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

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.

Enrolled actuary

1 attachment

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

Plan features & details

Pension benefit codes1C3D3H

Plan features

1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$8K

$174 / participant

Other / not subdivided$8K100.0%

% of EOY assets

0.301%

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

$107,032-100.0%

$75,030-100.0%

$107,032-100.0%

Participation rate

0.0%

0.0%0pp

5.9%-5.9pp

9.9%-9.9pp

Annual return

-3.36%

-13.84%+10.5pp

-2.63%-0.7pp

-5.25%+1.9pp

Employer contribution / active EE

$20,207

$9,473+113.3%

$29,813-32.2%

$15,161+33.3%

Participant deferral / active EE

$8-100.0%

$120-100.0%

Admin fee / account holder

$3,859-100.0%

$838-100.0%

$3,859-100.0%

AST SPORTSWEAR, INC. CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AST SPORTSWEAR, INC. CASH BALANCE PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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