Plan Ledger DOL Form 5500 · updated monthly

Colwell Industries, Inc.401(k)

COLWELL INDUSTRIES, INC. 401(K) SAVINGS PLAN · KENDALLVILLE, IN · plan year 2022

Reported admin expense ratio · 2022
0.20%

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

Colwell Industries, Inc. reported $26,956 in plan administrative expenses for 2022: 0.20% of average plan assets, below the peer median. Employer contributions averaged $1,883 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 fell from 0.20% to 0.14%. 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 among the smaller plans on file in Indiana (824th of 1,562), and 8,173rd of 13,661 in manufacturing. In 2022, employees put in $1.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,557,425
Participants with balances153
Active participants114
Employer contributions$214,657
Employee contributions$403,507
Employer contribution per active participant$1,883
Average account balance$75,539
Benefits paid to participants$2,244,872
Plan auditUnmodified (clean) audit opinion
AuditorBADEN GAGE & SCHROEDER LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.4M · 98 accts · $136K emplr
2023$10.8M · 134 accts · $196K emplr
2022$11.6M · 153 accts · $215K emplr
Administrative expenses, itemized · 2022
Investment management$26,956
Total administrative$26,956
The Colwell Industries, Inc. 401(k) match · 2022
Employer contribution per active participant$1,883
Median for plans this size$2,266
2024$3,666 per active participant
2023$2,024 per active participant
2022$1,883 per active participant

Colwell Industries, Inc.'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 history3
2024$15,165 · 0.14%
2023$21,542 · 0.19%
2022$26,956 · 0.20%
Same employer
Similar plansManufacturing · Indiana
Albanese Confectionery IN$12.0M · 0.76%
Reelcraft Holdings LLC IN$11.7M · 0.76%
Craftmark Bakery, LLC IN$11.6M · 0.31%
Tp Orthodontics, Inc. IN$11.5M · 0.10%
Vestil Manufacturing Corp. IN$11.5M · 0.37%
Gulf Stream Coach, Inc. IN$11.4M · 0.93%
Digger Specialties, Inc. IN$11.4M · 0.54%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 200488361 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.