Retirement plan

BIG RADIO II

Name: BIG RADIO II - BIG RADIO II (2025) Form 5500
Creator: BIG RADIO II
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BIG RADIO II, BIG RADIO II

BIG RADIO IIEIN 84-2138201Plan #001PY 2025

1 PARKER PLACE - JANESVILLE, WI 53545608-758-9025bigradio.fmLinkedIn51-200 employeesbroadcast media

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$790K

+62.7% from 2024

Total participants

+7.4% from 2024

Average account balance

$37,609

+47.2% from 2024

Annual return

44.94%

+35.16 pp from 2024

Benchmarks

See 1,970 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort1,970 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$790K

Not enough data

1 years with asset history on file

Average account balance

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

$38K

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.

72.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$113K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

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

+44.94%

Not enough data

1 years with return on file

Admin fee / account holder

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

$1275

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 codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
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

$27K

$923 / participant

Other / not subdivided$27K100.0%

% of EOY assets

3.389%

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

$37,609

$78,197-51.9%

$98,090-61.7%

$82,637-54.5%

Participation rate

72.4%

77.5%-5.1pp

81.5%-9.1pp

68.1%+4.4pp

Annual return

44.94%

40.25%+4.7pp

37.05%+7.9pp

53.51%-8.6pp

Employer contribution / active EE

$989

$2,605-62.0%

$3,606-72.6%

$2,552-61.2%

Participant deferral / active EE

$2,894

$6,636-56.4%

$7,845-63.1%

$4,126-29.8%

Admin fee / account holder

$1,275

$14,832-91.4%

$11,815-89.2%

$7,339-82.6%

BIG RADIO II

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BIG RADIO II

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