Plan Ledger DOL Form 5500 · updated monthly

J&D Produce, Inc.401(k)

J&D PRODUCE, INC. 401(K) PLAN · EDINBURG, TX · plan year 2022

Reported admin expense ratio · 2022
0.69%

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

J&D Produce, Inc. reported $4,227 in plan administrative expenses for 2022: 0.69% of average plan assets, below the peer median. Employer contributions averaged $797 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,335th of 5,688), and 4,997th of 5,215 in retail trade. In 2022, employees put in $1.39 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$802,177
Participants with balances79
Active participants262
Employer contributions$208,918
Employee contributions$291,093
Employer contribution per active participant$797
Average account balance$10,154
Benefits paid to participants$12,673
Plan auditUnmodified (clean) audit opinion
AuditorCROWE, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,227
Total administrative$4,227
The J&D Produce, Inc. 401(k) match · 2022
Employer contribution per active participant$797
Median for plans this size$331

J&D Produce, Inc.'s 2022 employer contribution ran above the $331 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$4,227 · 0.69%
Same employer
Similar plansRetail Trade · Texas
Lori's Gifts, Inc. TX$950K · 1.47%
R & S Dairy Queens, Inc. TX$918K · 0.07%
Finnegan Auto, LP TX$798K · 2.14%
Hard Way Inc TX$782K · 1.99%
Chaparral Insulation Co. TX$732K · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742435651 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.