Plan Ledger DOL Form 5500 · updated monthly

Irving Oil Investments Corporation401(k)

IRVING USA EMPLOYEES 401K PLAN · PORTSMOUTH, NH · plan year 2022

Reported admin expense ratio · 2022
0.06%

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

Irving Oil Investments Corporation reported $44,408 in plan administrative expenses for 2022: 0.06% of average plan assets, below the peer median. Employer contributions averaged $2,899 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 $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other wholesale trade employers. By assets it is the 63rd-largest of 411 plans among New Hampshire employers on file, and the 676th of 4,246 in wholesale trade. In 2022, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$61,274,453
Participants with balances883
Active participants671
Employer contributions$1,944,956
Employee contributions$3,559,785
Employer contribution per active participant$2,899
Average account balance$69,393
Benefits paid to participants$7,589,492
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$44,408
Total administrative$44,408
The Irving Oil Investments Corporation 401(k) match · 2022
Employer contribution per active participant$2,899
Median for plans this size$3,449

Irving Oil Investments Corporation's 2022 employer contribution ran below the $3,449 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 history1
2022$44,408 · 0.06%
Similar plansWholesale Trade · New Hampshire
C&S Wholesale Grocers, Inc. NH$750.2M · 0.19%
Irving Oil Terminals Inc. NH$81.0M · 0.05%
Pfeiffer Vacuum, Inc. NH$58.4M · 0.21%
Bauer Hockey, LLC NH$48.8M · 0.24%
The Life Is Good Company NH$28.4M · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010419995 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.