Plan Ledger DOL Form 5500 · updated monthly

Avalon Holdings Corporation401(k)

AVALON HOLDINGS CORPORATION PARTICIPATING COMPANIES PROFIT SHARING PLAN AND TRUST · WARREN, OH · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Avalon Holdings Corporation reported $46,876 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $179 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 rose from 0.57% to 0.66%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Ohio (2,273rd of 3,295), and 1,378th of 2,677 in transportation & warehousing. In 2024, employees put in $6.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,209,032
Participants with balances223
Active participants306
Employer contributions$54,716
Employee contributions$352,811
Employer contribution per active participant$179
Average account balance$32,327
Benefits paid to participants$1,369,564
Plan auditUnmodified (clean) audit opinion
AuditorHILL BARTH & KING LLC
Plan history2
Yearassets · accounts · employer contribution
2024$7.2M · 223 accts · $55K emplr
2022$6.6M · 93 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,876
Total administrative$46,876
The Avalon Holdings Corporation 401(k) match · 2024
Employer contribution per active participant$179
Median for plans this size$1,313

Avalon Holdings Corporation's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$22,522
FIRST NATIONAL TRUST COMPANY · Investment advisory (plan)$24,354

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

Administrative cost history2
2024$46,876 · 0.66%
2022$46,727 · 0.57%
Same employer
Similar plansTransportation & Warehousing · Ohio
Bulk Transit Corporation OH$7.8M · 0.76%
Bestway Motor Lines, Inc. OH$7.1M · 0.90%
Home Run, Inc. OH$6.9M · 0.16%
Odw Lts, LLC OH$6.8M · 0.80%
Cdc Distributors, Inc. OH$6.7M · 0.97%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341863889 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.