Plan Ledger DOL Form 5500 · updated monthly

Johnson School Bus Service, Inc.401(k)

JOHNSON SCHOOL BUS 401(K) RETIREMENT SAVINGS PLAN · WEST BEND, WI · plan year 2022

Reported admin expense ratio · 2022
0.62%

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

Johnson School Bus Service, Inc. reported $29,220 in plan administrative expenses for 2022: 0.62% of average plan assets, above the peer median. Employer contributions averaged $193 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 transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,655th of 1,936), and 1,709th of 2,677 in transportation & warehousing. In 2022, employees put in $3.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,539,732
Participants with balances99
Active participants202
Employer contributions$38,951
Employee contributions$132,462
Employer contribution per active participant$193
Average account balance$45,856
Benefits paid to participants$740,043
Plan auditUnmodified (clean) audit opinion
AuditorSVA CERTIFIED PUBLIC ACCOUNTANTS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$28,415
Investment management$805
Total administrative$29,220
The Johnson School Bus Service, Inc. 401(k) match · 2022
Employer contribution per active participant$193
Median for plans this size$1,114

Johnson School Bus Service, Inc.'s 2022 employer contribution ran below the $1,114 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 history1
2022$29,220 · 0.62%
Similar plansTransportation & Warehousing · Wisconsin
Fuchs Trucking LLC WI$4.7M · 0.05%
Plainfield Trucking, Inc. WI$4.6M · 0.61%
Cedar Grove Warehouse Inc WI$4.5M · 0.71%
Telford Aviation Inc WI$3.9M · 0.73%
Prince Corporation WI$3.7M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390966213 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.