Plan Ledger DOL Form 5500 · updated monthly

Dolese Bros. Co.Profit-sharing plan

DOLESE BROS. CO. PROFIT SHARING PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Dolese Bros. Co. reported $160,485 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $15,752 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 0.18% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 43rd-largest of 724 plans among Oklahoma employers on file, and the 1,459th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$144,557,245
Participants with balances1,002
Active participants909
Employer contributions$14,318,718
Employee contributions—
Employer contribution per active participant$15,752
Average account balance$144,269
Benefits paid to participants$12,978,350
Plan auditUnmodified (clean) audit opinion
AuditorFINLEY COOK
Plan history3
Yearassets · accounts · employer contribution
2024$144.6M · 1,002 accts · $14.3M emplr
2023$120.9M · 878 accts · $13.8M emplr
2022$102.8M · 930 accts · $12.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$160,485
Total administrative$160,485
Employer contributions to the Dolese Bros. Co. plan · 2024
Employer contribution per active participant$15,752
Median for plans this size$3,635
2024$15,752 per active participant
2023$17,564 per active participant
2022$12,467 per active participant

Dolese Bros. Co.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MILLIMAN · Recordkeeping$160,485
CHARLES SCHWAB & CO., INC. · Custodial (securities) · Trustee$700
CHARLES SCHWAB BANK · Custodial (securities) · Trustee (directed)$7

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

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$160,485 · 0.12%
2023$7,427 · 0.01%
2022$193,895 · 0.18%
All plans at this employer2
DOLESE BROS. CO. 401(K) EMPLOYEES SAVINGS INCENTIVE PLAN401(k)
DOLESE BROS. CO. PROFIT SHARING PLANProfit-sharing plan
Same employer
Similar plansManufacturing · Oklahoma
Aaon, Inc. OK$448.8M · 0.11%
The Nordam Group LLC OK$251.4M · 0.04%
Ascent Resources OK$140.8M · 0.09%
Cx Marketing, LLC OK$139.2M · 0.17%
Zeeco, Inc. OK$134.6M · 0.12%
Td Williamson, Inc OK$127.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731359190 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.