Plan Ledger DOL Form 5500 · updated monthly

Dairyfood USA Inc401(k)

DAIRYFOOD USA INC 401(K) PROFIT SHARING PLAN & TRUST · BLUE MOUNDS, WI · plan year 2022

Reported admin expense ratio · 2022
0.43%

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

Dairyfood USA Inc reported $26,533 in plan administrative expenses for 2022: 0.43% of average plan assets, below the peer median. Employer contributions averaged $2,361 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 Wisconsin (1,635th of 1,936), and 11,266th of 13,661 in manufacturing. In 2022, the employer put in $1.21 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,874,922
Participants with balances131
Active participants103
Employer contributions$243,141
Employee contributions$200,412
Employer contribution per active participant$2,361
Average account balance$37,213
Benefits paid to participants$1,912,553
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $136K emplr
2022$4.9M · 131 accts · $243K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,114
Investment management$18,419
Total administrative$26,533
The Dairyfood USA Inc 401(k) match · 2022
Employer contribution per active participant$2,361
Median for plans this size$1,114

Dairyfood USA Inc's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$26,533 · 0.43%
Similar plansManufacturing · Wisconsin
Talgo, Inc. WI$4.8M · 0.08%
Reliable of Milwaukee WI$4.7M · 0.82%
Ingeteam Inc. WI$4.5M · 1.17%
Skana Aluminum Company WI$4.5M · 1.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390850672 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.