Plan Ledger DOL Form 5500 · updated monthly

Jefferds Corporation401(k)

EMPLOYEE'S PROFIT SHARING RETIREMENT PLAN JEFFERDS CORPORATION · SAINT ALBANS, WV · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Jefferds Corporation reported $3,500 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $741 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 109th-largest of 265 plans among West Virginia employers on file, and 2,487th of 4,246 in wholesale trade. In 2022, employees put in $4.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,819,470
Participants with balances227
Active participants247
Employer contributions$183,066
Employee contributions$822,715
Employer contribution per active participant$741
Average account balance$60,879
Benefits paid to participants$3,813,936
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$13.8M · 227 accts · $183K emplr
The Jefferds Corporation 401(k) match · 2022
Employer contribution per active participant$741
Median for plans this size$2,266

Jefferds Corporation's 2022 employer contribution ran below the $2,266 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 history2
2023Not separately reported
2022$3,500 · 0.02%
Similar plansWholesale Trade · West Virginia
Service Wire Company WV$36.5M · 0.01%
Gabriel Brothers, Inc. WV$31.0M · 0.82%
Team Sledd, LLC WV$15.4M · 0.48%
Gumby's, LLC WV$9.3M · 0.35%
Logan Corporation WV$7.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550336065 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.