Plan Ledger DOL Form 5500 · updated monthly

J.D. Rush Company, Inc.401(k)

J.D. RUSH COMPANY, INC. RETIREMENT SAVINGS PLAN · SHAFTER, CA · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

J.D. Rush Company, Inc. reported $2,745 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,760 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 (6,356th of 9,483), and 3,377th of 4,246 in wholesale trade. In 2022, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,946,966
Participants with balances77
Active participants114
Employer contributions$200,661
Employee contributions$411,278
Employer contribution per active participant$1,760
Average account balance$90,220
Benefits paid to participants$221,236
Plan auditUnmodified (clean) audit opinion
AuditorHICHENS ACCOUNTING CPA LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,745
Total administrative$2,745
The J.D. Rush Company, Inc. 401(k) match · 2022
Employer contribution per active participant$1,760
Median for plans this size$1,114

J.D. Rush Company, Inc.'s 2022 employer contribution ran above the $1,114 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$2,745 · 0.04%
Same employer
Similar plansWholesale Trade · California
Aurora World, Inc. CA$7.1M · 0.00%
Nexus Brands Group, Inc. CA$7.1M · 0.10%
Dion & Sons, Inc. CA$6.9M · 0.47%
Nhn Global, Inc. CA$6.8M · 0.09%
Skate One Corp CA$6.8M · 0.31%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951958295 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.