Plan Ledger DOL Form 5500 · updated monthly

Cooper Hatchery, Inc.401(k)

COOPER FARMS RETIREMENT PLAN · OAKWOOD, OH · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Cooper Hatchery, Inc. reported $349,311 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,734 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 0.31% to 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 309th-largest of 3,295 plans among Ohio employers on file, and the 30th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$129,930,418
Participants with balances1,880
Active participants1,692
Employer contributions$4,626,485
Employee contributions$5,191,174
Employer contribution per active participant$2,734
Average account balance$69,112
Benefits paid to participants$10,906,802
Plan auditUnmodified (clean) audit opinion
AuditorSHULTZ HUBER & ASSOCIATES, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$129.9M · 1,880 accts · $4.6M emplr
2023$117.4M · 1,878 accts · $6.0M emplr
2022$101.1M · 1,840 accts · $5.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$149,627
Investment management$150,000
Audit (IQPA)$20,500
Total administrative$349,311
The Cooper Hatchery, Inc. 401(k) match · 2024
Employer contribution per active participant$2,734
Median for plans this size$3,635
2024$2,734 per active participant
2023$3,557 per active participant
2022$3,021 per active participant

Cooper Hatchery, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
COMMONWEALTH EQUITY SERVICES · Investment advisory (plan)$149,994
RETIREMENT PLAN CONCEPTS & SERVICES · Contract administrator$43,413
SHULTZ HUBER & ASSOCIATES · Accounting / audit$20,500

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

Administrative cost history3
2024$349,311 · 0.28%
2023$331,597 · 0.30%
2022$326,523 · 0.31%
Same employer
Similar plansAgriculture, Forestry & Fishing · Ohio
Western Growers Association CA$145.3M · 0.49%
Genus WI$141.0M · 0.13%
George's, Inc. AR$135.8M · 0.29%
Peco Foods, Inc. AL$129.4M · 0.79%
A. Duda & Sons, Inc. FL$128.7M · 0.10%
Rayonier Inc. FL$122.7M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344852946 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.