Plan Ledger DOL Form 5500 · updated monthly

Merchandise Warehouse Co., Inc.401(k)

MERCHANDISE WAREHOUSE CO., INC. 401(K) P/S PLAN · INDIANAPOLIS, IN · plan year 2022

Reported admin expense ratio · 2022
0.07%

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

Merchandise Warehouse Co., Inc. reported $2,216 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,399 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 Indiana (1,318th of 1,562), and 1,927th of 2,677 in transportation & warehousing. In 2022, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,071,967
Participants with balances105
Active participants109
Employer contributions$152,509
Employee contributions$282,345
Employer contribution per active participant$1,399
Average account balance$29,257
Benefits paid to participants$230,197
Plan auditUnmodified (clean) audit opinion
AuditorPILE CPAS
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $72K emplr
2022$3.1M · 105 accts · $153K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,216
Total administrative$2,216
The Merchandise Warehouse Co., Inc. 401(k) match · 2022
Employer contribution per active participant$1,399
Median for plans this size$1,114

Merchandise Warehouse Co., Inc.'s 2022 employer contribution ran above 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 history2
2023Not separately reported
2022$2,216 · 0.07%
Same employer
Similar plansTransportation & Warehousing · Indiana
Jew, Inc. IN$3.7M · 0.95%
Boyd Operating, Inc. IN$3.0M · 0.03%
Baylor Trucking, Inc. IN$2.9M · 1.26%
Dave Tomasch Inc IN$2.8M · 0.37%
Pace Air Freight, Inc. IN$2.7M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 350887490 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.