Plan Ledger DOL Form 5500 · updated monthly

Jelly Belly Candy Company401(k)

JELLY BELLY CANDY COMPANY 401(K) AND PROFIT SHARING PLAN · FAIRFIELD, CA · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Jelly Belly Candy Company reported $5,493 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,514 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 rose from 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,711th-largest of 9,483 plans among California employers on file, and the 3,054th of 13,661 in manufacturing. In 2023, employees put in $1.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$52,220,781
Participants with balances667
Active participants499
Employer contributions$1,254,638
Employee contributions$1,853,761
Employer contribution per active participant$2,514
Average account balance$78,292
Benefits paid to participants$3,019,565
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$48.1M · 607 accts · $1.2M emplr
2023$52.2M · 667 accts · $1.3M emplr
2022$45.9M · 612 accts · $1.0M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,493
Total administrative$5,493
The Jelly Belly Candy Company 401(k) match · 2023
Employer contribution per active participant$2,514
Median for plans this size$2,440
2024$2,822 per active participant
2023$2,514 per active participant
2022$2,214 per active participant

Jelly Belly Candy Company's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$5,493
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$16,141 · 0.03%
2023$5,493 · 0.01%
2022$8,598 · 0.02%
Same employer
Similar plansManufacturing · California
Coherus Biosciences, Inc. CA$52.7M · 0.15%
Jakks Pacific, Inc. CA$52.4M · 0.21%
R Torre & Company Inc. CA$52.1M · 0.10%
Wallner Holdings, Corp CA$52.0M · 0.00%
Allied Telesis, Inc. CA$51.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942310808 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.