Plan Ledger DOL Form 5500 · updated monthly

J & W Walker Farms, Inc.401(k)

J & W WALKER FARMS, INC. 401(K) PLAN · MERRILL, OR · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

J & W Walker Farms, Inc. reported $3,088 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,177 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.

Across the 2 years on file its reported administrative ratio fell from 0.14% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Oregon (838th of 1,021), and 1,882nd of 2,677 in transportation & warehousing. In 2024, the employer put in $1.78 for every $1.00 employees contributed themselves; active participation has shrunk from 86 to 67 since 2022.

Plan summary
Net assets, end of year$3,368,343
Participants with balances80
Active participants67
Employer contributions$346,890
Employee contributions$195,074
Employer contribution per active participant$5,177
Average account balance$42,104
Benefits paid to participants$441,528
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 80 accts · $347K emplr
2023$2.9M · 109 accts · $348K emplr
2022$2.3M · 103 accts · $277K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,088
Total administrative$3,088
The J & W Walker Farms, Inc. 401(k) match · 2024
Employer contribution per active participant$5,177
Median for plans this size$1,313
2024$5,177 per active participant
2023$4,091 per active participant
2022$3,221 per active participant

J & W Walker Farms, Inc.'s 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FARMER & BETTS, INC. · Contract administrator$6,151

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$3,088 · 0.10%
2023$2,759 · 0.11%
2022$3,112 · 0.14%
Similar plansTransportation & Warehousing · Oregon
Western Heavy Haul, Inc. OR$4.7M · 0.81%
Sherman Bros. Inc. OR$3.5M · 0.66%
Blue Ocean Inc OR$3.4M · 0.60%
Kool Pak, LLC OR$2.7M · 0.03%
Stts USA, Inc. OR$2.2M · 0.95%
Leading Edge Aviation Inc OR$1.3M · 0.92%
Medelez Incorporated OR$1.2M · 0.98%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930870007 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.