Plan Ledger DOL Form 5500 · updated monthly

Evans Enterprises, Inc.401(k)

EVANS ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST · TULSA, OK · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Evans Enterprises, Inc. reported $7,194 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,857 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 315th-largest of 724 plans among Oklahoma employers on file, and 7,114th of 13,661 in manufacturing. In 2022, employees put in $2.29 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,938,631
Participants with balances418
Active participants260
Employer contributions$482,692
Employee contributions$1,106,384
Employer contribution per active participant$1,857
Average account balance$35,738
Benefits paid to participants$2,045,865
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $451K emplr
2022$14.9M · 418 accts · $483K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$7,194
Total administrative$7,194
The Evans Enterprises, Inc. 401(k) match · 2022
Employer contribution per active participant$1,857
Median for plans this size$2,266

Evans Enterprises, Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$7,194 · 0.04%
Same employer
Similar plansManufacturing · Oklahoma
Century LLC OK$15.9M · 0.37%
Thermal Windows, Inc. OK$15.6M · 0.01%
Elmer Smith Oil Company OK$14.3M · 0.52%
Roxtec, Inc. OK$14.3M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 730928881 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.