Plan Ledger DOL Form 5500 · updated monthly

Mesquite Valley Growers Nursery Holding, Inc.ESOP

MESQUITE VALLEY GROWERS NURSERY HOLDING, INC. EMPLOYEE STOCK OWNERSHIP PLAN · TUCSON, AZ · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Mesquite Valley Growers Nursery Holding, Inc. reported $144 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $541 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 1 year on file its reported administrative ratio rose from 0.017% to 0.024%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Arizona (1,171st of 1,285), and 877th of 945 in agriculture, forestry & fishing.

Plan summary
Net assets, end of year$830,595
Participants with balances102
Active participants68
Employer contributions$36,794
Employee contributions—
Employer contribution per active participant$541
Average account balance$8,143
Benefits paid to participants$33,713
Plan auditUnmodified (clean) audit opinion
AuditorELLSWORTH && STOUT, LLC.
Plan history2
Yearassets · accounts · employer contribution
2023$11K · 3 accts
2022$831K · 102 accts · $37K emplr
Employer contributions to the Mesquite Valley Growers Nursery Holding, Inc. plan · 2022
Employer contribution per active participant$541
Median for plans this size$331

Mesquite Valley Growers Nursery Holding, Inc.'s 2022 employer contribution ran above the $331 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
2023$102 · 0.02%
2022$144 · 0.02%
Similar plansAgriculture, Forestry & Fishing · Arizona
Shamrock Farms Company AZ$2.4M · 0.48%
Gtm Arizona, LLC AZ$1.7M · 1.51%
Fondomonte Arizona, LLC AZ$1.6M · 0.97%
Gless Ranch, Inc. CA$936K · 0.12%
Pacific AG, LLC OR$886K · 0.26%
Garden Communities CA$834K · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461704937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.