Plan Ledger DOL Form 5500 · updated monthly

Betty Lou's, Inc.401(k)

BETTY LOU'S, INC. 401(K) PLAN · MCMINNVILLE, OR · plan year 2022

Reported admin expense ratio · 2022
1.11%

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

Betty Lou's, Inc. reported $24,324 in plan administrative expenses for 2022: 1.11% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,470 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 manufacturing employers. By assets it is among the smaller plans on file in Oregon (912th of 1,021), and 12,899th of 13,661 in manufacturing. In 2022, employees put in $1.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,830,277
Participants with balances116
Active participants32
Employer contributions$47,028
Employee contributions$75,860
Employer contribution per active participant$1,470
Average account balance$15,778
Benefits paid to participants$444,817
Plan auditUnmodified (clean) audit opinion
AuditorHOFFAMN, STEWART & SCHMIDT, P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,062
Investment management$3,554
Professional / advisory$708
Total administrative$24,324
The Betty Lou's, Inc. 401(k) match · 2022
Employer contribution per active participant$1,470
Median for plans this size$1,114

Betty Lou's, Inc.'s 2022 employer contribution ran above the $1,114 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 history1
2022$24,324 · 1.11%
Similar plansManufacturing · Oregon
Highway Products, Inc. OR$2.3M · 1.12%
9WOOD, Inc. OR$1.8M · 0.42%
River Barrel Brewing Inc OR$1.4M · 1.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930936651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.