Plan Ledger DOL Form 5500 · updated monthly

Campbell Transportation Company, Inc.401(k)

CAMPBELL TRANSPORTATION COMPANY, INC. RETIREMENT PLAN · CANONSBURG, PA · plan year 2023

Reported admin expense ratio · 2023
0.33%

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

Campbell Transportation Company, Inc. reported $108,226 in plan administrative expenses for 2023: 0.33% of average plan assets, above the peer median. Employer contributions averaged $5,343 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 1 year on file its reported administrative ratio fell from 0.34% to 0.33%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 982nd-largest of 3,651 plans among Pennsylvania employers on file, and the 462nd of 2,677 in transportation & warehousing. In 2023, the employer put in $1.01 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$38,610,591
Participants with balances738
Active participants521
Employer contributions$2,783,916
Employee contributions$2,746,829
Employer contribution per active participant$5,343
Average account balance$52,318
Benefits paid to participants$2,597,396
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$38.6M · 738 accts · $2.8M emplr
2022$27.8M · 687 accts · $2.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$62,217
Investment management$36,807
Trustee / custodial$9,202
Total administrative$108,226
The Campbell Transportation Company, Inc. 401(k) match · 2023
Employer contribution per active participant$5,343
Median for plans this size$2,440
2023$5,343 per active participant
2022$3,939 per active participant

Campbell Transportation Company, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$62,217
PNC INSTITUTIONAL ASSET MANAGEMENT · Investment advisory (plan)$36,807
NEWPORT TRUST COMPANY · Trustee · Trustee (directed)$9,202

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$108,226 · 0.33%
2022$85,739 · 0.34%
Similar plansTransportation & Warehousing · Pennsylvania
Daily Express, Inc. PA$45.2M · 0.08%
Rock-It Cargo USA LLC (USA) PA$34.3M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251256056 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.