Plan Ledger DOL Form 5500 · updated monthly

Coleman Agriculture, Inc.401(k)

COLEMAN AGRICULTURE, INC. 401(K) PLAN · GERVAIS, OR · plan year 2022

Reported admin expense ratio · 2022
0.98%

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

Coleman Agriculture, Inc. reported $15,133 in plan administrative expenses for 2022: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,315 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 agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Oregon (923rd of 1,021), and 831st of 945 in agriculture, forestry & fishing. In 2022, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,589,571
Participants with balances69
Active participants107
Employer contributions$140,748
Employee contributions$298,881
Employer contribution per active participant$1,315
Average account balance$23,037
Benefits paid to participants$126,241
Plan auditUnmodified (clean) audit opinion
AuditorALDRICH CPAS ADVISORS LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,973
Investment management$3,160
Total administrative$15,133
The Coleman Agriculture, Inc. 401(k) match · 2022
Employer contribution per active participant$1,315
Median for plans this size$1,114

Coleman Agriculture, Inc.'s 2022 employer contribution ran above 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$15,133 · 0.98%
Similar plansAgriculture, Forestry & Fishing · Oregon
Eshraghi Nurseries, LLC OR$3.7M · 0.53%
Jsh Farms, Inc. OR$2.2M · 0.03%
A & R Spada Farms, LLC OR$2.1M · 1.19%
Tumalo Industries, LLC OR$1.0M · 1.65%
Pacific AG, LLC OR$886K · 0.26%
Anm Inc OR$2K · 0.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465647409 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.