Plan Ledger DOL Form 5500 · updated monthly

Isu Petasys Corp.401(k)

ISU PETASYS CORP. 401(K) PLAN · SYLMAR, CA · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Isu Petasys Corp. reported $1,440 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $518 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 manufacturing employers. By assets it is among the smaller plans on file in California (7,868th of 9,483), and 12,297th of 13,661 in manufacturing. In 2022, employees put in $4.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,966,323
Participants with balances42
Active participants124
Employer contributions$64,212
Employee contributions$295,467
Employer contribution per active participant$518
Average account balance$70,627
Benefits paid to participants$56,516
Plan auditUnmodified (clean) audit opinion
AuditorCKP, LLP
The Isu Petasys Corp. 401(k) match · 2022
Employer contribution per active participant$518
Median for plans this size$1,114

Isu Petasys Corp.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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$1,440 · 0.05%
Similar plansManufacturing · California
Eibach, Inc. CA$3.0M · 1.05%
Traina Dried Fruit, Inc. CA$3.0M · 0.63%
Spooner's Woodworks, Inc. CA$2.9M · 0.04%
Pioneer Circuits, Inc. CA$2.9M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954643223 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.