Plan Ledger DOL Form 5500 · updated monthly

Mid-State Truck Service, Inc.401(k)

MID-STATE TRUCK SERVICE, INC. 401(K) PLAN · MARSHFIELD, WI · plan year 2023

Reported admin expense ratio · 2023
0.34%

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

Mid-State Truck Service, Inc. reported $93,850 in plan administrative expenses for 2023: 0.34% of average plan assets, above the peer median. Employer contributions averaged $1,914 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 has held roughly steady near 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 643rd-largest of 1,936 plans among Wisconsin employers on file, and the 1,036th of 5,215 in retail trade. In 2023, employees put in $2.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$29,886,834
Participants with balances298
Active participants262
Employer contributions$501,486
Employee contributions$1,465,297
Employer contribution per active participant$1,914
Average account balance$100,291
Benefits paid to participants$1,320,259
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $97K emplr
2023$29.9M · 298 accts · $501K emplr
2022$24.7M · 283 accts · $417K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,741
Investment management$88,109
Total administrative$93,850
The Mid-State Truck Service, Inc. 401(k) match · 2023
Employer contribution per active participant$1,914
Median for plans this size$2,440
2023$1,914 per active participant
2022$1,723 per active participant

Mid-State Truck Service, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ASSOCIATED TRUST COMPANY, N.A. · Recordkeeping · Pension consulting$93,850

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

Recordkeeper by year2
2024ASSOCIATED TRUST COMPANY, N.A.
2023ASSOCIATED TRUST COMPANY, N.A.

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Administrative cost history3
2024Not separately reported
2023$93,850 · 0.34%
2022$98,946 · 0.35%
Same employer
Similar plansRetail Trade · Wisconsin
Advertisers Press Inc. WI$30.9M · 0.33%
H.J. Martin & Son, Inc. WI$30.4M · 0.28%
Broadway Enterprises, Inc. WI$26.1M · 0.15%
Tractor Central LLC WI$26.0M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391047714 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.