Plan Ledger DOL Form 5500 · updated monthly

Fort Recovery Industries, Inc.401(k)

FORT RECOVERY INDUSTRIES, INC. MONEY ACCUMULATION PLAN AND TRUST · FORT RECOVERY, OH · plan year 2022

Reported admin expense ratio · 2022
0.17%

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

Fort Recovery Industries, Inc. reported $41,427 in plan administrative expenses for 2022: 0.17% of average plan assets, below the peer median. Employer contributions averaged $1,029 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 0.17% to 0.21%. 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 1,280th-largest of 3,295 plans among Ohio employers on file, and the 5,784th of 13,661 in manufacturing. In 2022, employees put in $2.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$20,773,035
Participants with balances487
Active participants303
Employer contributions$311,770
Employee contributions$907,065
Employer contribution per active participant$1,029
Average account balance$42,655
Benefits paid to participants$3,633,158
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.9M · 338 accts · $248K emplr
2023$19.5M · 341 accts · $304K emplr
2022$20.8M · 487 accts · $312K emplr
Administrative expenses, itemized · 2022
Professional / advisory$41,427
Total administrative$41,427
The Fort Recovery Industries, Inc. 401(k) match · 2022
Employer contribution per active participant$1,029
Median for plans this size$2,266
2024$993 per active participant
2023$1,152 per active participant
2022$1,029 per active participant

Fort Recovery Industries, Inc.'s 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom 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$40,529 · 0.21%
2023$38,543 · 0.19%
2022$41,427 · 0.17%
All plans at this employer2
FORT RECOVERY INDUSTRIES, INC. MONEY ACCUMULATION PLAN AND TRUST401(k)
FORT RECOVERY INDUSTRIES, INC. MONEY ACCUMULATION PLAN AND TRUST401(k)
Same employer
Similar plansManufacturing · Ohio
Anomatic Corporation OH$20.9M · 0.45%
Rhinestahl Corporation OH$20.8M · 0.36%
Tls Corporation OH$20.8M · 0.03%
Denoon Lumber Company, LLC OH$20.8M · 0.01%
Hfi, LLC OH$20.7M · 0.46%
Rowmark, LLC OH$20.7M · 0.64%
Joyce/Dayton Corp. OH$20.7M · 0.23%
Gregory Industries, Inc. OH$20.7M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 344410626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.