Plan Ledger DOL Form 5500 · updated monthly

Matheus Lumber Company, Inc.401(k)

MATHEUS LUMBER COMPANY 401K PLAN · WOODINVILLE, WA · plan year 2022

Reported admin expense ratio · 2022
0.26%

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

Matheus Lumber Company, Inc. reported $47,234 in plan administrative expenses for 2022: 0.26% of average plan assets, below the peer median. Employer contributions averaged $9,002 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 760th-largest of 1,714 plans among Washington employers on file, and the 2,120th of 4,246 in wholesale trade. In 2022, the employer put in $1.09 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$17,483,381
Participants with balances140
Active participants138
Employer contributions$1,242,240
Employee contributions$1,140,338
Employer contribution per active participant$9,002
Average account balance$124,881
Benefits paid to participants$948,262
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $206K emplr
2022$17.5M · 140 accts · $1.2M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,188
Investment management$25,372
Total administrative$47,234
The Matheus Lumber Company, Inc. 401(k) match · 2022
Employer contribution per active participant$9,002
Median for plans this size$2,266

Matheus Lumber Company, Inc.'s 2022 employer contribution ran above the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$47,234 · 0.26%
Same employer
Similar plansWholesale Trade · Washington
Ring & Pinion Service Inc. WA$19.4M · 0.92%
Oxarc, Inc. WA$17.9M · 0.32%
Six Robblees' Inc. WA$16.9M · 0.63%
The Peterson Company WA$15.9M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910760398 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.