Plan Ledger DOL Form 5500 · updated monthly

Cumberland Cooperage LLC401(k)

CUMBERLAND COOPERAGE RETIREMENT PLAN · EAST BERNSTADT, KY · plan year 2022

Reported admin expense ratio · 2022
0.61%

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

Cumberland Cooperage LLC reported $12,764 in plan administrative expenses for 2022: 0.61% of average plan assets, above the peer median. Employer contributions averaged $1,389 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 Kentucky (743rd of 871), and 12,453rd of 13,661 in manufacturing. In 2022, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,697,728
Participants with balances455
Active participants432
Employer contributions$599,872
Employee contributions$1,093,885
Employer contribution per active participant$1,389
Average account balance$5,929
Benefits paid to participants$339,151
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$2.7M · 455 accts · $600K emplr
Administrative expenses, itemized · 2022
Investment management$218
Total administrative$12,764
The Cumberland Cooperage LLC 401(k) match · 2022
Employer contribution per active participant$1,389
Median for plans this size$1,114

Cumberland Cooperage LLC'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 history2
2023Not separately reported
2022$12,764 · 0.61%
Similar plansManufacturing · Kentucky
Bruss North America, Inc. KY$2.7M · 0.10%
Flynn Enterprises, LLC KY$2.6M · 0.29%
Johnan America , Inc KY$2.5M · 0.67%
Ermanco Conveyor, Inc. KY$2.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611232118 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.