Plan Ledger DOL Form 5500 · updated monthly

Bot, Millwrights Pension PlanMoney purchase plan

MILLWRIGHTS PENSION PLAN · SUGAR LAND, TX · plan year 2022

Reported admin expense ratio · 2022
1.07%

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

Bot, Millwrights Pension Plan reported $407,663 in plan administrative expenses for 2022: 1.07% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,257 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,210th-largest of 5,688 plans among Texas employers on file, and the 3,602nd of 13,661 in manufacturing.

Plan summary
Net assets, end of year$41,239,190
Participants with balances4,186
Active participants4,186
Employer contributions$5,263,452
Employee contributions—
Employer contribution per active participant$1,257
Average account balance$9,852
Benefits paid to participants$2,887,047
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $736K emplr
2022$41.2M · 4,186 accts · $5.3M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$185,754
Investment management$135,607
Professional / advisory$63,821
Total administrative$407,663
Employer contributions to the Bot, Millwrights Pension Plan plan · 2022
Employer contribution per active participant$1,257
Median for plans this size$2,266

Bot, Millwrights Pension Plan's 2022 employer contribution ran below the $2,266 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 history2
2023Not separately reported
2022$407,663 · 1.07%
Similar plansManufacturing · Texas
Bishop Employee Company LLC TX$42.2M · 0.21%
New Process Steel, L.P. TX$40.6M · 0.26%
Lgc Employeeco, LLC TX$40.4M · 0.07%
Inovar Packaging Group, LLC TX$40.3M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751810302 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.