Plan Ledger DOL Form 5500 · updated monthly

Allied Lube Texas LP401(k)

ALLIED LUBE TEXAS LP 401(K) PROFIT SHARING PLAN & TRUST · IRVING, TX · plan year 2022

Reported admin expense ratio · 2022
1.48%

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

Allied Lube Texas LP reported $13,385 in plan administrative expenses for 2022: 1.48% of average plan assets, above the peer median. Employer contributions averaged $7 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Texas (5,445th of 5,688), and 906th of 945 in agriculture, forestry & fishing. In 2022, employees put in $10.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$525,581
Participants with balances424
Active participants1,914
Employer contributions$12,639
Employee contributions$127,899
Employer contribution per active participant$7
Average account balance$1,240
Benefits paid to participants$585,339
Plan auditUnmodified (clean) audit opinion
AuditorWIEGEL, SZEKEL AND FRISBY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,385
Total administrative$13,385
The Allied Lube Texas LP 401(k) match · 2022
Employer contribution per active participant$7
Median for plans this size$331

Allied Lube Texas LP's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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$13,385 · 1.48%
Similar plansAgriculture, Forestry & Fishing · Texas
Twinwood (U.S.), Inc. TX$805K · 0.14%
Dollins Pecan Co., Inc. TX$792K · 0.14%
Hirepower Personnel, Inc. TX$578K · 0.77%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 203226267 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.