Plan Ledger DOL Form 5500 · updated monthly

Big D Equipment Company401(k)

BIG D EQUIPMENT COMPANY PROFIT SHARING PLAN · MIDLAND, TX · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Big D Equipment Company reported $75,083 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,208 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 rose from 0.01% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 2,255th-largest of 5,688 plans among Texas employers on file, and 334th of 612 in mining, oil & gas extraction. In 2024, employees put in $1.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,936,281
Participants with balances181
Active participants247
Employer contributions$545,438
Employee contributions$767,013
Employer contribution per active participant$2,208
Average account balance$93,571
Benefits paid to participants$1,441,650
Plan auditUnmodified (clean) audit opinion
AuditorBOLINGER SEGARS GILBERT & MOSS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$16.9M · 181 accts · $545K emplr
2023$14.8M · 179 accts · $495K emplr
2022$12.1M · 170 accts · $446K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,083
Total administrative$75,083
The Big D Equipment Company 401(k) match · 2024
Employer contribution per active participant$2,208
Median for plans this size$2,416
2024$2,208 per active participant
2023$1,932 per active participant
2022$1,906 per active participant

Big D Equipment Company's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PENTEC PENSION MGT GROUP INC. · Recordkeepingindirect comp
CAPITAL GROUP RET PLAN SERVICES · Contract administrator · Loan processing$72,888
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024PENTEC PENSION MGT GROUP INC.
2023PENTEC PENSION MGT GROUP INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$75,083 · 0.47%
2023$62,721 · 0.47%
2022$1,645 · 0.01%
Same employer
Similar plansMining, Oil & Gas Extraction · Texas
Tug Hill Inc TX$17.6M · 0.17%
Battalion Oil Corporation TX$17.6M · 0.25%
Smart Sand Inc TX$17.4M · 1.02%
Earthstone Operating, LLC TX$16.4M · 0.34%
Elementia USA LLC TX$16.4M · 0.33%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 751723515 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.