Plan Ledger DOL Form 5500 · updated monthly

H.M. Stauffer & Sons, Inc.401(k)

H.M. STAUFFER & SONS, INC. 401(K) PROFIT SHARING PLAN · LEOLA, PA · plan year 2022

Reported admin expense ratio · 2022
0.37%

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

H.M. Stauffer & Sons, Inc. reported $28,998 in plan administrative expenses for 2022: 0.37% of average plan assets, below the peer median. Employer contributions averaged $574 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,606th of 3,651), and 9,979th of 13,661 in manufacturing. In 2022, employees put in $4.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,350,073
Participants with balances131
Active participants136
Employer contributions$78,009
Employee contributions$368,645
Employer contribution per active participant$574
Average account balance$56,107
Benefits paid to participants$305,958
Plan auditUnmodified (clean) audit opinion
AuditorBRINKER SIMPSON & COMPANY, LLC
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$7.4M · 131 accts · $78K emplr
Administrative expenses, itemized · 2022
Investment management$28,998
Total administrative$28,998
The H.M. Stauffer & Sons, Inc. 401(k) match · 2022
Employer contribution per active participant$574
Median for plans this size$1,114

H.M. Stauffer & Sons, Inc.'s 2022 employer contribution ran below the $1,114 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$28,998 · 0.37%
Similar plansManufacturing · Pennsylvania
Pdc Machines LLC PA$7.4M · 0.55%
F & S Tool, Inc. PA$7.4M · 0.52%
Mgs, Inc. PA$7.3M · 0.49%
Pavmed Inc. PA$7.2M · 0.54%
Wirerope Works, Inc. PA$7.2M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231328238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.