Plan Ledger DOL Form 5500 · updated monthly

E. O. Johnson Company, Inc.401(k)

E. O. JOHNSON COMPANY, INC. 401(K) PROFIT SHARING PLAN · WAUSAU, WI · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

E. O. Johnson Company, Inc. reported $209,119 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,977 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 rose from 0.44% to 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 430th-largest of 1,936 plans among Wisconsin employers on file, and the 861st of 4,246 in wholesale trade. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has grown from 280 to 309 since 2022.

Plan summary
Net assets, end of year$47,990,248
Participants with balances370
Active participants309
Employer contributions$1,228,742
Employee contributions$2,396,862
Employer contribution per active participant$3,977
Average account balance$129,703
Benefits paid to participants$4,405,745
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.0M · 370 accts · $1.2M emplr
2023$42.2M · 338 accts · $1.2M emplr
2022$35.4M · 327 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,770
Trustee / custodial$203,349
Total administrative$209,119
The E. O. Johnson Company, Inc. 401(k) match · 2024
Employer contribution per active participant$3,977
Median for plans this size$2,416
2024$3,977 per active participant
2023$4,146 per active participant
2022$3,949 per active participant

E. O. Johnson Company, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20241
WOODTRUST BANK · Recordkeeping · Trustee$209,120

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

Recordkeeper by year2
2024WOODTRUST BANK
2023WOODTRUST BANK

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

Administrative cost history3
2024$209,119 · 0.46%
2023$174,408 · 0.45%
2022$170,316 · 0.44%
Same employer
Similar plansWholesale Trade · Wisconsin
Amsoil, Inc. WI$52.8M · 0.19%
L & S Electric, Inc WI$50.5M · 0.27%
The Boelter Companies, Inc. WI$50.4M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391036078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.