Plan Ledger DOL Form 5500 · updated monthly

D. Wilson Construction CompanyESOP

D. WILSON CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN · MCALLEN, TX · plan year 2023

Reported admin expense ratio · 2023
0.15%

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

D. Wilson Construction Company reported $17,619 in plan administrative expenses for 2023: 0.15% of average plan assets, below the peer median. Employer contributions averaged $25,069 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 0.19% to 0.14%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is the 2,718th-largest of 5,688 plans among Texas employers on file, and 2,732nd of 5,337 in construction. active participation has grown from 54 to 66 since 2022.

Plan summary
Net assets, end of year$12,564,984
Participants with balances119
Active participants66
Employer contributions$1,654,565
Employee contributions—
Employer contribution per active participant$25,069
Average account balance$105,588
Benefits paid to participants$1,564,298
Plan auditUnmodified (clean) audit opinion
AuditorSMITH FANKHAUSER VOIGT AND WATSON
Plan history3
Yearassets · accounts · employer contribution
2024$12.2M · 113 accts · $879K emplr
2023$12.6M · 119 accts · $1.7M emplr
2022$11.0M · 110 accts · $774K emplr
Administrative expenses, itemized · 2023
Investment management$17,589
Total administrative$17,619
Employer contributions to the D. Wilson Construction Company plan · 2023
Employer contribution per active participant$25,069
Median for plans this size$2,440
2024$16,906 per active participant
2023$25,069 per active participant
2022$14,334 per active participant

D. Wilson Construction Company's 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top quarter of its peers. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
FROST BANK · Custodial · Investment advisory (plan)$17,589

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$17,072 · 0.14%
2023$17,619 · 0.15%
2022$21,500 · 0.19%
Similar plansConstruction · Texas
Bar Constructors, Inc. TX$13.5M · 0.02%
First Texas Homes, Inc. TX$13.5M · 0.15%
Hull Associates, LLC TX$13.3M · 0.71%
I.C.S., Inc. TX$13.0M · 0.51%
Phillips/May Corporation TX$12.5M · 0.02%
Russell Marine LLC TX$12.1M · 0.49%
History Maker Homes TX$12.1M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741804568 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.