Plan Ledger DOL Form 5500 · updated monthly

Haumiller EngineeringESOP

HAUMILLER ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN · SOUTH ELGIN, IL · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Haumiller Engineering reported $4,975 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $7,307 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 0.01% to 0.03%. 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 1,183rd-largest of 3,702 plans among Illinois employers on file, and the 4,013th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$35,281,248
Participants with balances131
Active participants126
Employer contributions$920,648
Employee contributions—
Employer contribution per active participant$7,307
Average account balance$269,323
Benefits paid to participants$885,958
Plan history3
Yearassets · accounts · employer contribution
2024$29.4M · 221 accts · $2.2M emplr
2023$30.4M · 174 accts · $898K emplr
2022$35.3M · 131 accts · $921K emplr
Employer contributions to the Haumiller Engineering plan · 2022
Employer contribution per active participant$7,307
Median for plans this size$2,266
2024$11,232 per active participant
2023$5,445 per active participant
2022$7,307 per active participant

Haumiller Engineering's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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.

Recordkeeper by year3
2025ADP, Morgan Stanley
2024ADP
2023ADP

This plan has changed recordkeepers within these filings. If you left Haumiller Engineering before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$8,831 · 0.03%
2023$11,918 · 0.04%
2022$4,975 · 0.01%
All plans at this employer3
HAUMILLER ENGINEERING 401K401(k)
HAUMILLER ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP
HAUMILLER ENGINEERING COMPANY MONEY PURCHASE PENSION PLANESOP
Same employer
Similar plansManufacturing · Illinois
Weiler Engineering, Inc. IL$36.1M · 0.12%
Charms LLC IL$35.6M · 0.05%
The Clarke Group, Inc. IL$35.4M · 0.09%
Inventus Power IL$35.3M · 0.10%
Dynamic Manufacturing, Inc. IL$34.8M · 0.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362519124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.