Plan Ledger DOL Form 5500 · updated monthly

Evergreen Packaging LLC401(k)

EMPLOYEE SAVINGS PLAN FOR EVERGREEN PACKAGING · LAKE FOREST, IL · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Evergreen Packaging LLC reported $341,893 in plan administrative expenses for 2022: 0.08% of average plan assets, above the peer median. Employer contributions averaged $3,802 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 0.08% to 0.11%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,568 comparable plans and shown alongside other manufacturing employers. By assets it is the 204th-largest of 3,702 plans among Illinois employers on file, and the 721st of 13,661 in manufacturing. In 2022, employees put in $1.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$368,201,580
Participants with balances4,072
Active participants3,222
Employer contributions$12,248,843
Employee contributions$18,416,230
Employer contribution per active participant$3,802
Average account balance$90,423
Benefits paid to participants$32,364,666
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$250.0M · 2,093 accts · $7.5M emplr
2023$362.3M · 3,281 accts · $10.4M emplr
2022$368.2M · 4,072 accts · $12.2M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$341,893
Total administrative$341,893
The Evergreen Packaging LLC 401(k) match · 2022
Employer contribution per active participant$3,802
Median for plans this size$4,065
2024$6,217 per active participant
2023$5,020 per active participant
2022$3,802 per active participant

Evergreen Packaging LLC's 2022 employer contribution ran below the $4,065 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 history3
2024$350,820 · 0.11%
2023$370,890 · 0.10%
2022$341,893 · 0.08%
Similar plansManufacturing · Illinois
Acco Brands Corporation IL$392.3M · 0.06%
Yaskawa America, Inc. IL$379.4M · 0.13%
The Middleby Corporation IL$378.0M · 0.05%
Senior Operations LLC IL$358.7M · 0.07%
The Boler Company IL$356.8M · 0.02%
The Chamberlain Group LLC IL$348.5M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 208042663 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.