Plan Ledger DOL Form 5500 · updated monthly

American Wholesalers Incorporated401(k)

AMERICAN WHOLESALERS INCORPORATED 401(K) SALARY REDUCTION PLAN AND TRUST · EVANSVILLE, IN · plan year 2022

Reported admin expense ratio · 2022
0.73%

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

American Wholesalers Incorporated reported $55,218 in plan administrative expenses for 2022: 0.73% of average plan assets, above the peer median. Employer contributions averaged $516 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.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.734%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Indiana (1,049th of 1,562), and 3,370th of 4,246 in wholesale trade. In 2022, employees put in $4.03 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,977,556
Participants with balances196
Active participants177
Employer contributions$91,259
Employee contributions$367,528
Employer contribution per active participant$516
Average account balance$35,600
Benefits paid to participants$678,024
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.3M · 129 accts · $31K emplr
2023$5.2M · 164 accts · $89K emplr
2022$7.0M · 196 accts · $91K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,850
Investment management$52,368
Total administrative$55,218
The American Wholesalers Incorporated 401(k) match · 2022
Employer contribution per active participant$516
Median for plans this size$1,114
2024$744 per active participant
2023$2,069 per active participant
2022$516 per active participant

American Wholesalers Incorporated's 2022 employer contribution ran below the $1,114 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 history3
2024$35,071 · 0.73%
2023$60,160 · 0.99%
2022$55,218 · 0.73%
Same employer
Similar plansWholesale Trade · Indiana
Indiana Oxygen Company IN$8.7M · 0.50%
New Carbon Company, LLC IN$8.6M · 0.63%
J.O. Mory, Inc. IN$7.7M · 0.92%
Robert Dietrick Co., Inc. IN$6.5M · 0.48%
Metalx, LLC IN$5.4M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351052787 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.