Plan Ledger DOL Form 5500 · updated monthly

Anderson Equipment Company401(k)

ANDERSON EQUIPMENT COMPANY RETIREMENT SAVINGS PLAN · BRIDGEVILLE, PA · plan year 2025

Reported admin expense ratio · 2025
0.00%

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

Anderson Equipment Company reported $182 in plan administrative expenses for 2025: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,186 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 fell from 0.000% to 0.000%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other wholesale trade employers. By assets it is the 716th-largest of 3,651 plans among Pennsylvania employers on file, and the 716th of 4,246 in wholesale trade. In 2025, employees put in $3.58 for every $1.00 the employer contributed; active participation has grown from 239 to 270 since 2022.

Plan summary
Net assets, end of year$56,503,640
Participants with balances289
Active participants270
Employer contributions$590,314
Employee contributions$2,115,243
Employer contribution per active participant$2,186
Average account balance$195,514
Benefits paid to participants$7,216,564
Plan auditUnmodified (clean) audit opinion
AuditorSCHAFFNER, KNIGHT, MINNAUGH AND CO.
Plan history4
Yearassets · accounts · employer contribution
2025$56.5M · 289 accts · $590K emplr
2024$52.3M · 284 accts · $940K emplr
2023$48.4M · 254 accts · $1.0M emplr
2022$42.5M · 246 accts · $864K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$175
Investment management$7
Total administrative$182
The Anderson Equipment Company 401(k) match · 2025
Employer contribution per active participant$2,186
Median for plans this size$4,093
2025$2,186 per active participant
2024$3,265 per active participant
2023$4,508 per active participant
2022$3,617 per active participant

Anderson Equipment Company's 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251

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

Administrative cost history4
2025$182 · 0.00%
2024$209 · 0.00%
2023$1,350 · 0.00%
2022$167 · 0.00%
Same employer
Similar plansWholesale Trade · Pennsylvania
Gobrands, Inc. PA$76.6M · 0.27%
Singer Equipment Co., Inc. PA$71.7M · 0.22%
Antonio Origlio, Inc. PA$59.2M · 0.08%
Lenox Corporation PA$54.3M · 0.07%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 250323970 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.