Plan Ledger DOL Form 5500 · updated monthly

Eagle Group Systems, Inc.ESOP

EAGLE GROUP SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · EAST WENATCHEE, WA · plan year 2022

Reported admin expense ratio · 2022
0.00%

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

Eagle Group Systems, Inc. reported $60 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,762 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 0.001% to 0.002%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Washington (1,331st of 1,714), and 650th of 786 in management of companies.

Plan summary
Net assets, end of year$5,293,560
Participants with balances371
Active participants105
Employer contributions$500,000
Employee contributions—
Employer contribution per active participant$4,762
Average account balance$14,268
Benefits paid to participants$380,557
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$2.6M · 403 accts · $300K emplr
2023$3.5M · 419 accts · $150K emplr
2022$5.3M · 371 accts · $500K emplr
Administrative expenses, itemized · 2022
Professional / advisory$60
Total administrative$60
Employer contributions to the Eagle Group Systems, Inc. plan · 2022
Employer contribution per active participant$4,762
Median for plans this size$1,114
2024$2,782 per active participant
2023$1,364 per active participant
2022$4,762 per active participant

Eagle Group Systems, 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 history3
2024$65 · 0.00%
2023Not separately reported
2022$60 · 0.00%
Similar plansManagement of Companies · Washington
Skinner Corporation WA$9.0M · 0.01%
Leafly Holdings, Inc. WA$8.9M · 0.42%
Harper Industries Inc. KY$5.4M · 0.04%
Tikigaq Corporation AK$5.4M · 0.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911778804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.