Plan Ledger DOL Form 5500 · updated monthly

Duncan Oil Company401(k)

DUNCAN OIL CO 401(K) PROFIT SHARING PLAN · BEAVERCREEK, OH · plan year 2022

Reported admin expense ratio · 2022
0.48%

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

Duncan Oil Company reported $11,221 in plan administrative expenses for 2022: 0.48% of average plan assets, below the peer median. Employer contributions averaged $186 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 retail trade employers. By assets it is among the smaller plans on file in Ohio (2,973rd of 3,295), and 4,577th of 5,215 in retail trade. In 2022, employees put in $7.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,309,317
Participants with balances84
Active participants229
Employer contributions$42,629
Employee contributions$308,477
Employer contribution per active participant$186
Average account balance$27,492
Benefits paid to participants$89,361
Plan auditUnmodified (clean) audit opinion
AuditorBRADY, WARE & SCHOENFELD, INC.
The Duncan Oil Company 401(k) match · 2022
Employer contribution per active participant$186
Median for plans this size$1,114

Duncan Oil Company'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$11,221 · 0.48%
Same employer
Similar plansRetail Trade · Ohio
Jtl Enterprises, LLC OH$2.8M · 0.76%
Sauder Village OH$2.7M · 0.09%
Dwa Holdings, Inc. OH$2.7M · 0.64%
Schneider Saddlery LLC OH$2.4M · 0.38%
Maumee Valley Group OH$2.3M · 0.39%
Cronin Ford, Inc. OH$2.2M · 0.04%
David a. Flynn, Inc. OH$2.1M · 0.02%
Lm Acquisition, Inc. OH$1.9M · 0.03%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 310925929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.