Plan Ledger DOL Form 5500 · updated monthly

Medelez Incorporated401(k)

MEDELEZ INCORPORATED 401(K) PLAN · HERMISTON, OR · plan year 2022

Reported admin expense ratio · 2022
0.98%

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

Medelez Incorporated reported $10,847 in plan administrative expenses for 2022: 0.98% of average plan assets, higher than ~75% of peers. Employer contributions averaged $320 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 Oregon (948th of 1,021), and 2,283rd of 2,677 in transportation & warehousing. In 2022, employees put in $3.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,159,665
Participants with balances20
Active participants195
Employer contributions$62,383
Employee contributions$223,322
Employer contribution per active participant$320
Average account balance$57,983
Benefits paid to participants$10,368
Plan auditUnmodified (clean) audit opinion
AuditorKERNUTT STOKES
The Medelez Incorporated 401(k) match · 2022
Employer contribution per active participant$320
Median for plans this size$1,114

Medelez Incorporated'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$10,847 · 0.98%
Similar plansTransportation & Warehousing · Oregon
J & W Walker Farms, Inc. OR$3.4M · 0.10%
Kool Pak, LLC OR$2.7M · 0.03%
Stts USA, Inc. OR$2.2M · 0.95%
Leading Edge Aviation Inc OR$1.3M · 0.92%
P.S. Trucking, Inc. OR$617K · 0.81%
Eagles Routes LLC OR$486K · 0.49%
Rainforest Routes LLC OR$360K · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 931190629 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.