Plan Ledger DOL Form 5500 · updated monthly

Barcel USA, LLC401(k)

BARCEL USA, LLC 401(K) PLAN · COPPELL, TX · plan year 2023

Reported admin expense ratio · 2023
0.56%

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

Barcel USA, LLC reported $58,260 in plan administrative expenses for 2023: 0.56% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,692 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 1 year on file its reported administrative ratio rose from 0.52% to 0.56%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,716th-largest of 5,688 plans among Texas employers on file, and 7,848th of 13,661 in manufacturing. In 2023, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,577,526
Participants with balances397
Active participants398
Employer contributions$1,071,242
Employee contributions$1,807,430
Employer contribution per active participant$2,692
Average account balance$31,681
Benefits paid to participants$1,447,064
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$12.6M · 397 accts · $1.1M emplr
2022$8.1M · 296 accts · $840K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$53,500
Investment management$4,760
Total administrative$58,260
The Barcel USA, LLC 401(k) match · 2023
Employer contribution per active participant$2,692
Median for plans this size$2,440
2023$2,692 per active participant
2022$1,660 per active participant

Barcel USA, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$58,260 · 0.56%
2022$41,823 · 0.52%
Same employer
Similar plansManufacturing · Texas
Revision LLC TX$12.7M · 0.30%
Detex Corporation TX$12.7M · 0.05%
Gr Energy Services Mgt LP TX$12.6M · 0.51%
Red Dot Corporation TX$12.5M · 0.26%
Insightec Inc TX$12.3M · 0.59%
Metalforms, LTD TX$12.3M · 0.02%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205934433 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.