Plan Ledger DOL Form 5500 · updated monthly

Amwood Homes Inc401(k)

AMWOOD HOMES 401(K) PROFIT SHARING TRUST · JANESVILLE, WI · plan year 2022

Reported admin expense ratio · 2022
0.89%

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

Amwood Homes Inc reported $27,906 in plan administrative expenses for 2022: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $842 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 real estate & leasing employers. By assets it is among the smaller plans on file in Wisconsin (1,771st of 1,936), and 1,734th of 2,096 in real estate & leasing. In 2022, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,963,197
Participants with balances75
Active participants90
Employer contributions$75,772
Employee contributions$244,410
Employer contribution per active participant$842
Average account balance$39,509
Benefits paid to participants$931,349
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
The Amwood Homes Inc 401(k) match · 2022
Employer contribution per active participant$842
Median for plans this size$1,114

Amwood Homes Inc's 2022 employer contribution ran below the $1,114 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$27,906 · 0.89%
Similar plansReal Estate & Leasing · Wisconsin
Decade Properties Inc WI$5.1M · 0.30%
Bevara, Inc. WI$4.5M · 1.03%
Fleming Development, Inc. WI$861K · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390961291 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.