Plan Ledger DOL Form 5500 · updated monthly

AG Trucking, Inc.401(k)

AG TRUCKING, INC. PROFIT SHARING & SAVINGS PLAN · GOSHEN, IN · plan year 2022

Reported admin expense ratio · 2022
1.11%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

AG Trucking, Inc. reported $109,611 in plan administrative expenses for 2022: 1.11% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,686 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Indiana (937th of 1,562), and the 1,224th of 2,677 in transportation & warehousing. In 2022, employees put in $2.13 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,975,232
Participants with balances170
Active participants149
Employer contributions$549,214
Employee contributions$1,169,880
Employer contribution per active participant$3,686
Average account balance$52,795
Benefits paid to participants$1,836,282
Plan auditUnmodified (clean) audit opinion
AuditorRMS US LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$9.0M · 170 accts · $549K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$109,611
Total administrative$109,611
The AG Trucking, Inc. 401(k) match · 2022
Employer contribution per active participant$3,686
Median for plans this size$1,114

AG Trucking, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$109,611 · 1.11%
Similar plansTransportation & Warehousing · Indiana
Fraley & Schilling, Inc. IN$10.7M · 0.69%
Comlux America, LLC IN$9.7M · 0.47%
MD Logistics LLC IN$9.0M · 0.07%
Days LLC dba Eq United IN$7.6M · 0.47%
Online Transport, Inc. IN$7.6M · 0.68%
Office Three Sixty, Inc. IN$7.5M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351427196 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.