Plan Ledger DOL Form 5500 · updated monthly

Big Sky Dairy401(k)

BIG SKY DAIRY 401(K) PLAN · JEROME, ID · plan year 2022

Reported admin expense ratio · 2022
0.22%

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

Big Sky Dairy reported $1,580 in plan administrative expenses for 2022: 0.22% of average plan assets, lower than ~75% of peers. Employer contributions averaged $271 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Idaho (331st of 349), and 890th of 945 in agriculture, forestry & fishing. In 2022, employees put in $1.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$697,589
Participants with balances41
Active participants268
Employer contributions$72,517
Employee contributions$93,592
Employer contribution per active participant$271
Average account balance$17,014
Benefits paid to participants$61,415
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,580
Total administrative$1,580
The Big Sky Dairy 401(k) match · 2022
Employer contribution per active participant$271
Median for plans this size$331

Big Sky Dairy's 2022 employer contribution ran below the $331 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$1,580 · 0.22%
Same employer
Similar plansAgriculture, Forestry & Fishing · Idaho
Nonpareil Corporation ID$4.9M · 0.01%
Standlee Group LLC ID$3.5M · 0.11%
Tamarack Mill, LLC ID$2.8M · 0.15%
Symms Fruit Ranch, Inc. ID$1.9M · 1.04%
Quick Holdings, LLC CO$746K · 0.15%
Hardin Staffing Inc. OK$744K · 0.58%
Rincon Fresh, LLC CA$743K · 1.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820498782 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.