Plan Ledger DOL Form 5500 · updated monthly

Aggregate Resource Industries, Inc.401(k)

AGGREGATE RESOURCE INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN · SPRINGFIELD, OR · plan year 2022

Reported admin expense ratio · 2022
1.07%

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

Aggregate Resource Industries, Inc. reported $41,536 in plan administrative expenses for 2022: 1.07% of average plan assets, higher than ~75% of peers. Employer contributions averaged $7,125 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 construction employers. By assets it is among the smaller plans on file in Oregon (814th of 1,021), and 4,304th of 5,337 in construction. In 2022, the employer put in $1.29 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$3,766,197
Participants with balances95
Active participants74
Employer contributions$527,269
Employee contributions$408,498
Employer contribution per active participant$7,125
Average account balance$39,644
Benefits paid to participants$478,070
Plan auditUnmodified (clean) audit opinion
AuditorBVAL CPAS & ADVISORS, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$41,536
Total administrative$41,536
The Aggregate Resource Industries, Inc. 401(k) match · 2022
Employer contribution per active participant$7,125
Median for plans this size$1,114

Aggregate Resource Industries, 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 history1
2022$41,536 · 1.07%
Similar plansConstruction · Oregon
D & H Flagging, Inc. OR$4.1M · 0.14%
Gelco Construction Co. OR$3.4M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275431267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.