Black Oaks, Inc.Profit-sharing plan
BLACK OAKS, INC. & BLACK'S HATCHERY & TURKEY FARM, INC. PROFIT SHARING PLAN · PASO ROBLES, CA · plan year 2023
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Black Oaks, Inc. reported $1,203 in plan administrative expenses for 2023: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,596 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 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (6,795th of 9,483), and 615th of 945 in agriculture, forestry & fishing.
Black Oaks, Inc.'s 2023 employer contribution ran above the $1,308 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.
Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 952143324 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.