Plan Ledger DOL Form 5500 · updated monthly

Equity Cooperative Livestock Sales Association401(k)

EQUITY COOPERATIVE LIVESTOCK SALES ASSOCIATION 401(K) SALARY REDUCTION PLAN AND TRUST · BARABOO, WI · plan year 2023

Reported admin expense ratio · 2023
0.32%

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

Equity Cooperative Livestock Sales Association reported $26,754 in plan administrative expenses for 2023: 0.32% of average plan assets, below the peer median. Employer contributions averaged $785 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 3 years on file its reported administrative ratio has held roughly steady near 0.330%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Wisconsin (1,339th of 1,936), and 477th of 945 in agriculture, forestry & fishing. In 2023, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,059,062
Participants with balances284
Active participants250
Employer contributions$196,138
Employee contributions$386,335
Employer contribution per active participant$785
Average account balance$31,898
Benefits paid to participants$290,248
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 286 accts · $218K emplr
2023$9.1M · 284 accts · $196K emplr
2022$7.4M · 256 accts · $283K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$24,873
Investment management$1,881
Total administrative$26,754
The Equity Cooperative Livestock Sales Association 401(k) match · 2023
Employer contribution per active participant$785
Median for plans this size$1,308
2024$810 per active participant
2023$785 per active participant
2022$1,190 per active participant

Equity Cooperative Livestock Sales Association's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Participant communication$24,873
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$29,240 · 0.33%
2023$26,754 · 0.32%
2022$27,798 · 0.33%
Similar plansAgriculture, Forestry & Fishing · Wisconsin
Daybreak Foods, Inc. WI$12.4M · 0.02%
Wsf, Inc. WI$12.1M · 0.08%
Natural Beauty Growers, LLC WI$11.1M · 0.54%
Henry Rac Holding Corp WI$9.2M · 0.89%
Agri-Alliance, LLC WI$8.3M · 0.10%
Strauss Brands LLC WI$7.5M · 0.09%
S & R Egg Farms, Inc. WI$5.7M · 0.05%
Medford Cooperative, Inc. WI$4.0M · 0.53%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390265540 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.