Plan Ledger DOL Form 5500 · updated monthly

Fox Brothers Piggly WigglyESOP

FOX BROS. PIGGLY WIGGLY, INC. EMPLOYEE STOCK OWNERSHIP PLAN · HARTLAND, WI · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Fox Brothers Piggly Wiggly reported $3,200 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,718 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 fell from 0.05% to 0.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 968th-largest of 1,936 plans among Wisconsin employers on file, and the 1,717th of 5,215 in retail trade. active participation has grown from 356 to 399 since 2022.

Plan summary
Net assets, end of year$16,998,492
Participants with balances429
Active participants399
Employer contributions$685,527
Employee contributions—
Employer contribution per active participant$1,718
Average account balance$39,624
Benefits paid to participants$744,771
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 429 accts · $686K emplr
2023$16.4M · 379 accts · $702K emplr
2022$13.3M · 360 accts · $712K emplr
Employer contributions to the Fox Brothers Piggly Wiggly plan · 2024
Employer contribution per active participant$1,718
Median for plans this size$2,416
2024$1,718 per active participant
2023$2,017 per active participant
2022$2,000 per active participant

Fox Brothers Piggly Wiggly's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024PPG RETIREMENT PLAN SERVICES, Transamerica
2023PPG RETIREMENT PLAN SERVICES, Transamerica

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

Administrative cost history3
2024$3,200 · 0.02%
2023$4,760 · 0.03%
2022$6,260 · 0.05%
All plans at this employer2
FOX BROTHERS PIGGLY WIGGLY 401(K) PROFIT SHARING PLAN401(k)
FOX BROS. PIGGLY WIGGLY, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Wisconsin
Full Compass Systems, LTD. WI$19.0M · 0.58%
Richardson Industries, Inc. WI$19.0M · 0.09%
Griffin Ford, Inc. WI$18.0M · 0.39%
Kocourek Chevrolet, Inc. WI$17.4M · 0.50%
Stein Garden Centers, Inc. WI$16.8M · 0.55%
Wg&R Furniture Co., Inc. WI$16.7M · 0.50%
Grand Appliance Co., Inc. WI$16.6M · 0.65%
Morton Drug Company WI$16.2M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391611134 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.