Plan Ledger DOL Form 5500 · updated monthly

Block Iron & Supply Co., Inc.401(k)

BLOCK IRON & SUPPLY COMPANY, INC RETIREMENT PLAN · OSHKOSH, WI · plan year 2022

Reported admin expense ratio · 2022
0.21%

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

Block Iron & Supply Co., Inc. reported $10,265 in plan administrative expenses for 2022: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,306 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 wholesale trade employers. By assets it is among the smaller plans on file in Wisconsin (1,642nd of 1,936), and 3,671st of 4,246 in wholesale trade. In 2022, employees put in $3.04 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,750,434
Participants with balances97
Active participants96
Employer contributions$125,418
Employee contributions$380,859
Employer contribution per active participant$1,306
Average account balance$48,974
Benefits paid to participants$39,487
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$9,361
Total administrative$10,265
The Block Iron & Supply Co., Inc. 401(k) match · 2022
Employer contribution per active participant$1,306
Median for plans this size$1,114

Block Iron & Supply Co., 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$10,265 · 0.21%
Same employer
Similar plansWholesale Trade · Wisconsin
Speedy Metals, LLC WI$6.6M · 0.88%
V. Marchese, Inc. WI$4.5M · 0.86%
Geneva Supply, Inc. WI$3.5M · 0.19%
Albrecht Foods Inc WI$3.0M · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208098038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.