Plan Ledger DOL Form 5500 · updated monthly

McDougall and Sons, Inc.401(k)

MCDOUGALL AND SONS, INC. RETIREMENT PLAN · WENATCHEE, WA · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

McDougall and Sons, Inc. reported $107,729 in plan administrative expenses for 2024: 0.39% of average plan assets, above the peer median. Employer contributions averaged $977 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 0.23% to 0.39%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 543rd-largest of 1,714 plans among Washington employers on file, and the 167th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has grown from 660 to 866 since 2022.

Plan summary
Net assets, end of year$29,236,553
Participants with balances836
Active participants866
Employer contributions$846,136
Employee contributions$1,326,637
Employer contribution per active participant$977
Average account balance$34,972
Benefits paid to participants$2,420,096
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$29.2M · 836 accts · $846K emplr
2023$26.7M · 922 accts · $939K emplr
2022$23.5M · 903 accts · $897K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$107,729
Total administrative$107,729
The McDougall and Sons, Inc. 401(k) match · 2024
Employer contribution per active participant$977
Median for plans this size$2,416
2024$977 per active participant
2023$1,463 per active participant
2022$1,358 per active participant

McDougall and Sons, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PENSION PLAN SPECIALISTS, PC · Recordkeeping · Loan processing$64,905
TRANSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$56,677

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

Recordkeeper by year2
2024PENSION PLAN SPECIALISTS, PC, Transamerica
2023PENSION PLAN SPECIALISTS, PC, Transamerica

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

Administrative cost history3
2024$107,729 · 0.39%
2023$83,455 · 0.33%
2022$56,351 · 0.23%
Same employer
Similar plansAgriculture, Forestry & Fishing · Washington
Arctic Storm, Inc. WA$33.4M · 0.16%
Taylor United, Inc. WA$32.8M · 0.28%
Callisons, Inc. WA$31.2M · 0.07%
Skagit Farmers Supply WA$30.9M · 0.21%
Ritzville Warehouse Company WA$26.8M · 0.22%
Vaagen Bros Lumber Inc WA$22.9M · 0.38%
Allan Bros, Inc. WA$22.3M · 0.39%
Wyckoff Farms, Inc. WA$19.8M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910978839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.