Plan Ledger DOL Form 5500 · updated monthly

Boston, Inc.ESOP

BOSTON, INC. EMPLOYEE STOCK OWNERSHIP PLAN · STEVENS POINT, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Boston, Inc. reported $5,675 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,707 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 fell from 0.025% to 0.018%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 559th-largest of 1,936 plans among Wisconsin employers on file, and the 920th of 5,215 in retail trade. active participation has grown from 367 to 458 since 2022.

Plan summary
Net assets, end of year$34,319,330
Participants with balances486
Active participants458
Employer contributions$3,987,601
Employee contributions—
Employer contribution per active participant$8,707
Average account balance$70,616
Benefits paid to participants$2,480,553
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.3M · 486 accts · $4.0M emplr
2023$27.6M · 514 accts · $2.3M emplr
2022$24.2M · 447 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,675
Total administrative$5,675
Employer contributions to the Boston, Inc. plan · 2024
Employer contribution per active participant$8,707
Median for plans this size$2,416
2024$8,707 per active participant
2023$5,557 per active participant
2022$7,230 per active participant

Boston, Inc.'s 2024 employer contribution ran above the $2,416 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.

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.

Administrative cost history3
2024$5,675 · 0.02%
2023$4,655 · 0.02%
2022$4,955 · 0.02%
All plans at this employer2
BOSTON, INC. PROFIT SHARING PLAN401(k)
BOSTON, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Wisconsin
Kayser Ford, Inc. WI$36.0M · 0.29%
Russ Darrow Group, Inc. WI$34.2M · 0.22%
Ewald Automotive Group WI$33.8M · 0.25%
Buffalo Holding Company WI$33.5M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391493231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.