Plan Ledger DOL Form 5500 · updated monthly

Herbert Malarkey Roofing Company401(k)

HERBERT MALARKEY ROOFING COMPANY 401(K) PROFIT SHARING PLAN · PORTLAND, OR · plan year 2022

Reported admin expense ratio · 2022
0.40%

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

Herbert Malarkey Roofing Company reported $166,451 in plan administrative expenses for 2022: 0.40% of average plan assets, above the peer median. Employer contributions averaged $3,576 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 223rd-largest of 1,021 plans among Oregon employers on file, and the 3,714th of 13,661 in manufacturing. In 2022, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$39,544,877
Participants with balances615
Active participants556
Employer contributions$1,988,178
Employee contributions$3,856,602
Employer contribution per active participant$3,576
Average account balance$64,301
Benefits paid to participants$3,658,549
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $2.0M emplr
2022$39.5M · 615 accts · $2.0M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$166,451
Total administrative$166,451
The Herbert Malarkey Roofing Company 401(k) match · 2022
Employer contribution per active participant$3,576
Median for plans this size$2,266

Herbert Malarkey Roofing Company's 2022 employer contribution ran above the $2,266 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$166,451 · 0.40%
Same employer
Similar plansManufacturing · Oregon
South Coast Lumber Co. OR$45.4M · 0.37%
Bright Wood Corporation OR$44.5M · 0.42%
Lacrosse Footwear, Inc. OR$43.8M · 0.16%
Orenco Systems, Inc. OR$39.3M · 0.31%
Gunderson Marine, LLC OR$35.7M · 0.14%
Rodda Paint Co. OR$35.2M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930508973 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.