Plan Ledger DOL Form 5500 · updated monthly

Al Warren Oil Company401(k)

WARREN'S 401(K) PROFIT SHARING PLAN · HAMMOND, IN · plan year 2022

Reported admin expense ratio · 2022
0.60%

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

Al Warren Oil Company reported $95,526 in plan administrative expenses for 2022: 0.60% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,881 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 721st-largest of 1,562 plans among Indiana employers on file, and the 910th of 2,677 in transportation & warehousing. In 2022, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,864,308
Participants with balances382
Active participants301
Employer contributions$566,173
Employee contributions$1,110,584
Employer contribution per active participant$1,881
Average account balance$38,912
Benefits paid to participants$1,146,739
Plan auditUnmodified (clean) audit opinion
AuditorMCCULLOUGH, ROSSI & COMPANY, LTD
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$95,526
Total administrative$95,526
The Al Warren Oil Company 401(k) match · 2022
Employer contribution per active participant$1,881
Median for plans this size$2,266

Al Warren Oil Company's 2022 employer contribution ran below the $2,266 median for plans its size. 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$95,526 · 0.60%
Same employer
Similar plansTransportation & Warehousing · Indiana
Fitzmark, LLC IN$16.5M · 1.36%
Sodrel Truck Lines, Inc. IN$16.5M · 0.07%
Spot Freight Inc IN$14.9M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363217907 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.