Plan Ledger DOL Form 5500 · updated monthly

Caperton Furnitureworks, LLC401(k)

CAPERTON FURNITUREWORKS 401(K) PLAN · BERKELEY SPRINGS, WV · plan year 2022

Reported admin expense ratio · 2022
0.40%

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

Caperton Furnitureworks, LLC reported $21,691 in plan administrative expenses for 2022: 0.40% of average plan assets, below the peer median. Employer contributions averaged $575 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 manufacturing employers. By assets it is among the smaller plans on file in West Virginia (189th of 265), and 11,243rd of 13,661 in manufacturing. In 2022, employees put in $2.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,939,424
Participants with balances97
Active participants151
Employer contributions$86,857
Employee contributions$227,614
Employer contribution per active participant$575
Average account balance$50,922
Benefits paid to participants$314,082
Plan auditUnmodified (clean) audit opinion
AuditorBOYER & RITTER, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,001
Investment management$19,690
Total administrative$21,691
The Caperton Furnitureworks, LLC 401(k) match · 2022
Employer contribution per active participant$575
Median for plans this size$1,114

Caperton Furnitureworks, LLC's 2022 employer contribution ran below 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$21,691 · 0.40%
Same employer
Similar plansManufacturing · West Virginia
Parkline, Inc. WV$6.9M · 0.32%
Jim C. Hamer Company WV$6.2M · 0.02%
Wincore Window Co., LLC WV$5.4M · 0.85%
Purflux USA, Inc. WV$4.6M · 0.23%
Superior Fibers LLC WV$4.5M · 0.55%
Grant County Mulch Inc. WV$1.2M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550747153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.