Plan Ledger DOL Form 5500 · updated monthly

Beach Oil Company, LLC401(k)

BEACH OIL CO, INC. 401(K) PLAN · CLARKSVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
0.37%

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

Beach Oil Company, LLC reported $6,379 in plan administrative expenses for 2022: 0.37% of average plan assets, below the peer median. Employer contributions averaged $460 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 retail trade employers. By assets it is among the smaller plans on file in Tennessee (1,341st of 1,496), and 4,751st of 5,215 in retail trade. In 2022, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,708,287
Participants with balances34
Active participants115
Employer contributions$52,893
Employee contributions$74,804
Employer contribution per active participant$460
Average account balance$50,244
Benefits paid to participants$197,528
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,379
Total administrative$6,379
The Beach Oil Company, LLC 401(k) match · 2022
Employer contribution per active participant$460
Median for plans this size$1,114

Beach Oil Company, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,379 · 0.37%
Similar plansRetail Trade · Tennessee
Cox Oil Company, Inc TN$2.3M · 0.06%
Edwards Oil Company, Inc. TN$2.0M · 0.09%
Memphis Goodwill Inc. TN$1.8M · 2.15%
Jones Motor Co., Inc. TN$1.4M · 1.48%
Capital Motor Sales, Inc. TN$1.2M · 0.13%
Castle Retail Group TN$1.2M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621137693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.