Plan Ledger DOL Form 5500 · updated monthly

B & K Transportation, Inc.401(k)

B & K TRANSPORTATION, INC. EMPLOYEE RETIREMENT AND SAVINGS PLAN · OAK CREEK, WI · plan year 2022

Reported admin expense ratio · 2022
0.53%

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

B & K Transportation, Inc. reported $60,208 in plan administrative expenses for 2022: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,596 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 0.53% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,228th of 1,936), and the 1,092nd of 2,677 in transportation & warehousing. In 2022, employees put in $4.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,027,273
Participants with balances117
Active participants93
Employer contributions$148,462
Employee contributions$628,732
Employer contribution per active participant$1,596
Average account balance$94,250
Benefits paid to participants$212,225
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 130 accts · $128K emplr
2023$11.0M · 121 accts · $137K emplr
2022$11.0M · 117 accts · $148K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$55,790
Investment management$4,418
Total administrative$60,208
The B & K Transportation, Inc. 401(k) match · 2022
Employer contribution per active participant$1,596
Median for plans this size$2,266
2024$1,412 per active participant
2023$1,630 per active participant
2022$1,596 per active participant

B & K Transportation, Inc.'s 2022 employer contribution ran below the $2,266 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 history3
2024$52,535 · 0.49%
2023$65,186 · 0.59%
2022$60,208 · 0.53%
Similar plansTransportation & Warehousing · Wisconsin
Tax Airfreight, Inc. WI$12.2M · 0.50%
Evans Transportation WI$12.0M · 0.08%
Valley Express LLC WI$11.4M · 0.45%
Rgl Holdings, Inc. WI$10.2M · 0.34%
Airoldi Brothers, Inc. WI$9.9M · 0.72%
Leman U.S.A. Inc. WI$9.4M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391414417 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.