Plan Ledger DOL Form 5500 · updated monthly

Mid-Valley Agricultural Services, Inc.401(k)

MID-VALLEY AGRICULTURAL SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST · OAKDALE, CA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Mid-Valley Agricultural Services, Inc. reported $160,109 in plan administrative expenses for 2024: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,082 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 fell from 0.53% to 0.50%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 2,481st-largest of 9,483 plans among California employers on file, and the 147th of 945 in agriculture, forestry & fishing. In 2024, employees put in $4.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,262,787
Participants with balances247
Active participants231
Employer contributions$250,000
Employee contributions$1,165,423
Employer contribution per active participant$1,082
Average account balance$134,667
Benefits paid to participants$3,094,128
Plan auditUnmodified (clean) audit opinion
AuditorSCHWARTZ, GIANNINI, LANTSBERGER & A
Plan history3
Yearassets · accounts · employer contribution
2024$33.3M · 247 accts · $250K emplr
2023$30.7M · 240 accts · $200K emplr
2022$23.8M · 250 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,236
Investment management$76,873
Total administrative$160,109
The Mid-Valley Agricultural Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,082
Median for plans this size$2,416
2024$1,082 per active participant
2023$893 per active participant
2022$1,092 per active participant

Mid-Valley Agricultural Services, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$1,778

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$160,109 · 0.50%
2023$136,659 · 0.50%
2022$119,707 · 0.53%
Similar plansAgriculture, Forestry & Fishing · California
Monterey Mushrooms, LLC CA$38.1M · 0.31%
Harris Farms, Inc. CA$36.8M · 0.02%
Valley Fresh Foods, Inc. CA$32.9M · 0.25%
Mariani Nut Company Inc. CA$30.4M · 0.04%
Church Brothers, LLC CA$27.5M · 0.11%
Kern Machinery, Inc. CA$27.5M · 0.36%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 941234418 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.