Plan Ledger DOL Form 5500 · updated monthly

Duckwall-Pooley Fruit Co.401(k)

DUCKWALL UNION EMPLOYEES 401(K) SAVINGS PLAN · HOOD RIVER, OR · plan year 2022

Reported admin expense ratio · 2022
0.69%

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

Duckwall-Pooley Fruit Co. reported $9,291 in plan administrative expenses for 2022: 0.69% of average plan assets, above the peer median. Employer contributions averaged $0 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 wholesale trade employers. By assets it is among the smaller plans on file in Oregon (942nd of 1,021), and 4,122nd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$1,244,390
Participants with balances69
Active participants310
Employer contributions$0
Employee contributions$102,118
Employer contribution per active participant$0
Average account balance$18,035
Benefits paid to participants$73,944
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,255
Investment management$2,036
Total administrative$9,291
The Duckwall-Pooley Fruit Co. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Duckwall-Pooley Fruit Co.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 history1
2022$9,291 · 0.69%
Similar plansWholesale Trade · Oregon
Synergy Medical Systems OR$3.2M · 0.47%
Pwcc Marketplace OR$3.0M · 1.06%
Gear Up Sports, Inc. OR$2.5M · 0.55%
Dakavia Management Corp. OR$1.5M · 0.51%
Nw Supermarkets Inc OR$836K · 0.91%
Strapworks LLC OR$263K · 3.16%
C&R Oregon Corporation OR$94K · 5.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930157480 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.