Plan Ledger DOL Form 5500 · updated monthly

Burlington Graphics Systems, Inc.ESOP

BURLINGTON GRAPHICS SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · RACINE, WI · plan year 2022

Reported admin expense ratio · 2022
0.00%

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

Burlington Graphics Systems, Inc. reported $1,203 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,637 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 rose from 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other professional & technical services employers. By assets it is the 669th-largest of 1,936 plans among Wisconsin employers on file, and the 4,387th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$28,045,882
Participants with balances229
Active participants142
Employer contributions$516,406
Employee contributions—
Employer contribution per active participant$3,637
Average account balance$122,471
Benefits paid to participants$1,842,829
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.4M · 227 accts · $516K emplr
2023$25.6M · 237 accts · $516K emplr
2022$28.0M · 229 accts · $516K emplr
Employer contributions to the Burlington Graphics Systems, Inc. plan · 2022
Employer contribution per active participant$3,637
Median for plans this size$2,266
2024$4,303 per active participant
2023$3,769 per active participant
2022$3,637 per active participant

Burlington Graphics Systems, Inc.'s 2022 employer contribution ran above 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 history3
2024$1,328 · 0.01%
2023$1,152 · 0.00%
2022$1,203 · 0.00%
All plans at this employer2
BURLINGTON GRAPHIC SYSTEMS 401(K) PROFIT SHARING PLAN & TRUST401(k)
BURLINGTON GRAPHICS SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Baisch Engineering Inc. WI$30.4M · 0.30%
Suburban Enterprises, Inc. WI$30.1M · 0.42%
Hammes Company LLC WI$29.9M · 0.01%
Laughlin / Constable, Inc. WI$29.8M · 0.27%
Metastar, Inc. WI$27.2M · 0.38%
Kahler Slater, Inc. WI$25.4M · 0.22%
Fcdg Management LLC WI$24.7M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391394844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.