Plan Ledger DOL Form 5500 · updated monthly

Henry Avocado Corporation401(k)

HENRY AVOCADO CORPORATION · ESCONDIDO, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Henry Avocado Corporation reported $215 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,428 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 0.001% to 0.001%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 3,341st-largest of 9,483 plans among California employers on file, and the 215th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has shrunk from 129 to 108 since 2022.

Plan summary
Net assets, end of year$22,538,452
Participants with balances128
Active participants108
Employer contributions$370,223
Employee contributions$666,634
Employer contribution per active participant$3,428
Average account balance$176,082
Benefits paid to participants$3,252,313
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.5M · 128 accts · $370K emplr
2023$21.0M · 114 accts · $342K emplr
2022$17.0M · 116 accts · $301K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$215
Total administrative$215
The Henry Avocado Corporation 401(k) match · 2024
Employer contribution per active participant$3,428
Median for plans this size$2,416
2024$3,428 per active participant
2023$2,737 per active participant
2022$2,335 per active participant

Henry Avocado Corporation's 2024 employer contribution ran above 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.

Service providers · 20241

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$215 · 0.00%
2023Not separately reported
2022$208 · 0.00%
Same employer
Similar plansAgriculture, Forestry & Fishing · California
Limoneira Company CA$26.4M · 0.36%
Sun Pacific Shippers, LP CA$26.0M · 0.30%
Califia Farms, LLC CA$25.9M · 0.54%
Braga Ranch, Inc. CA$22.3M · 0.27%
Plenty Unlimited Inc. CA$21.9M · 0.25%
Gemperle Brothers CA$21.4M · 0.36%
Gar Bennett, LLC. CA$21.1M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953434793 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.