Plan Ledger DOL Form 5500 · updated monthly

Belgioioso Cheese, Inc.401(k)

BELGIOIOSO CHEESE, INC. 401(K) PROFIT SHARING PLAN · GREEN BAY, WI · plan year 2025

Reported admin expense ratio · 2025
0.16%

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

Belgioioso Cheese, Inc. reported $341,533 in plan administrative expenses for 2025: 0.16% of average plan assets, above the peer median. Employer contributions averaged $9,713 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 0.20% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 120th-largest of 1,936 plans among Wisconsin employers on file, and the 1,032nd of 13,661 in manufacturing. In 2025, the employer put in $1.24 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$236,435,019
Participants with balances1,352
Active participants1,172
Employer contributions$11,383,537
Employee contributions$9,186,925
Employer contribution per active participant$9,713
Average account balance$174,878
Benefits paid to participants$9,356,756
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$236.4M · 1,352 accts · $11.4M emplr
2024$190.7M · 1,304 accts · $9.9M emplr
2023$156.2M · 1,269 accts · $9.3M emplr
2022$125.5M · 1,238 accts · $6.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$8,489
Investment management$333,044
Total administrative$341,533
The Belgioioso Cheese, Inc. 401(k) match · 2025
Employer contribution per active participant$9,713
Median for plans this size$4,093
2025$9,713 per active participant
2024$8,746 per active participant
2023$8,321 per active participant
2022$5,471 per active participant

Belgioioso Cheese, Inc.'s 2025 employer contribution ran above the $4,093 median for plans its size, placing it in the top 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
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$341,533

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

Recordkeeper by year3
2025ASSOCIATED TRUST COMPANY, N.A.
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history4
2025$341,533 · 0.16%
2024$309,083 · 0.18%
2023$269,422 · 0.19%
2022$272,413 · 0.20%
Same employer
Similar plansManufacturing · Wisconsin
Metso USA Inc. WI$280.0M · 0.08%
Hydrite Chemical Company WI$268.2M · 0.09%
Trek Bicycle Corporation WI$245.3M · 0.16%
Krones, Inc. WI$242.7M · 0.04%
Badger Meter, Inc. WI$233.4M · 0.05%
Briggs & Stratton, LLC WI$226.7M · 0.21%
Robinson, Inc. WI$224.1M

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Source: U.S. Department of Labor, Form 5500 series, EIN 391324847 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.