Plan Ledger DOL Form 5500 · updated monthly

Amsoil, Inc.401(k)

AMSOIL, INC. RETIREMENT SAVINGS PLAN · SUPERIOR, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Amsoil, Inc. reported $91,910 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $2,517 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 2 years on file its reported administrative ratio fell from 0.25% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 403rd-largest of 1,936 plans among Wisconsin employers on file, and the 777th of 4,246 in wholesale trade. In 2024, employees put in $2.28 for every $1.00 the employer contributed; active participation has grown from 426 to 478 since 2022.

Plan summary
Net assets, end of year$52,755,988
Participants with balances457
Active participants478
Employer contributions$1,203,302
Employee contributions$2,743,656
Employer contribution per active participant$2,517
Average account balance$115,440
Benefits paid to participants$3,597,006
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON & COMPANY LTD
Plan history3
Yearassets · accounts · employer contribution
2024$52.8M · 457 accts · $1.2M emplr
2023$45.9M · 431 accts · $369K emplr
2022$35.7M · 427 accts · $665K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,307
Investment management$13,603
Total administrative$91,910
The Amsoil, Inc. 401(k) match · 2024
Employer contribution per active participant$2,517
Median for plans this size$2,416
2024$2,517 per active participant
2023$855 per active participant
2022$1,562 per active participant

Amsoil, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$78,307
ONEAMERICA INV ADV SERVICES, LLC · Investment management$13,603
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$91,910 · 0.19%
2023$37,908 · 0.09%
2022$85,524 · 0.25%
Same employer
Similar plansWholesale Trade · Wisconsin
Prometheus Group, Inc. WI$64.4M · 0.30%
Guhring, Inc. WI$56.9M · 0.14%
Weyco Group, Inc. WI$55.0M · 0.23%
Hy Cite Enterprises, LLC WI$53.8M · 0.08%
L & S Electric, Inc WI$50.5M · 0.27%
The Boelter Companies, Inc. WI$50.4M · 0.25%
E. O. Johnson Company, Inc. WI$48.0M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410965915 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.