Plan Ledger DOL Form 5500 · updated monthly

Medford Cooperative, Inc.401(k)

CO-OP 401(K) PLAN · MEDFORD, WI · plan year 2022

Reported admin expense ratio · 2022
0.53%

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

Medford Cooperative, Inc. reported $24,720 in plan administrative expenses for 2022: 0.53% of average plan assets, above the peer median. Employer contributions averaged $737 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 agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Wisconsin (1,707th of 1,936), and 687th of 945 in agriculture, forestry & fishing. In 2022, employees put in $1.36 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,983,783
Participants with balances97
Active participants201
Employer contributions$148,150
Employee contributions$201,143
Employer contribution per active participant$737
Average account balance$41,070
Benefits paid to participants$859,294
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTON LARSEN ALLEN, LLP
Administrative expenses, itemized · 2022
Professional / advisory$23,329
Total administrative$24,720
The Medford Cooperative, Inc. 401(k) match · 2022
Employer contribution per active participant$737
Median for plans this size$1,114

Medford Cooperative, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$24,720 · 0.53%
Similar plansAgriculture, Forestry & Fishing · Wisconsin
Agri-Alliance, LLC WI$8.3M · 0.10%
Strauss Brands LLC WI$7.5M · 0.09%
S & R Egg Farms, Inc. WI$5.7M · 0.05%
Tellurian, Inc. WI$2.6M · 0.08%
The Fresh Group, LTD. WI$1.9M · 0.17%
Breezy Hill Nursery Inc. WI$1.8M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391396113 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.