Plan Ledger DOL Form 5500 · updated monthly

Industrial Valco Inc.401(k)

IV RETIREMENT PLAN · E RANCHO DOMINGUEZ, CA · plan year 2022

Reported admin expense ratio · 2022
0.39%

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

Industrial Valco Inc. reported $26,713 in plan administrative expenses for 2022: 0.39% of average plan assets, below the peer median. Employer contributions averaged $2,028 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 wholesale trade employers. By assets it is among the smaller plans on file in California (6,503rd of 9,483), and 3,424th of 4,246 in wholesale trade. In 2022, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,460,540
Participants with balances75
Active participants94
Employer contributions$190,646
Employee contributions$360,423
Employer contribution per active participant$2,028
Average account balance$86,141
Benefits paid to participants$201,439
Plan auditUnmodified (clean) audit opinion
AuditorHANSEN HUNTER & CO
The Industrial Valco Inc. 401(k) match · 2022
Employer contribution per active participant$2,028
Median for plans this size$1,114

Industrial Valco Inc.'s 2022 employer contribution ran above the $1,114 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.

Administrative cost history1
2022$26,713 · 0.39%
Similar plansWholesale Trade · California
Optoma Technology, Inc. CA$6.7M · 0.30%
Boiling Point Group, Inc CA$6.6M · 1.21%
Spenuzza, Inc. CA$6.5M · 0.66%
Tp Link USA Corporation CA$6.4M · 0.98%
B & V Enterprises, Inc. CA$6.3M · 1.24%
Lusamerica Foods, Inc. CA$6.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953872271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.