Plan Ledger DOL Form 5500 · updated monthly

Midwest PmsProfit-sharing plan

AMENDED & RESTATED PROFIT SHARING PLAN OF MIDWEST PMS · ENGLEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.36%

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

Midwest Pms reported $140,933 in plan administrative expenses for 2024: 0.36% of average plan assets, above the peer median. Employer contributions averaged $8,193 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 0.39% to 0.36%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 301st-largest of 1,461 plans among Colorado employers on file, and the 3,741st of 13,661 in manufacturing. active participation has grown from 133 to 166 since 2022.

Plan summary
Net assets, end of year$39,174,972
Participants with balances185
Active participants166
Employer contributions$1,360,000
Employee contributions—
Employer contribution per active participant$8,193
Average account balance$211,757
Benefits paid to participants$4,169,369
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.2M · 185 accts · $1.4M emplr
2023$38.1M · 165 accts · $1.9M emplr
2022$31.7M · 149 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Investment management$140,933
Total administrative$140,933
Employer contributions to the Midwest Pms plan · 2024
Employer contribution per active participant$8,193
Median for plans this size$2,416
2024$8,193 per active participant
2023$13,194 per active participant
2022$13,158 per active participant

Midwest Pms's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
JP MORGAN SECURITIES, LLC · Investment advisory (plan)$140,934

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

Administrative cost history3
2024$140,933 · 0.36%
2023$129,515 · 0.37%
2022$112,719 · 0.39%
Same employer
Similar plansManufacturing · Colorado
Tuff Shed, Inc. CO$52.1M · 0.00%
Standard Biotools Inc. CO$48.4M · 0.04%
Mesa Laboratories, Inc. CO$47.7M · 0.13%
Simply Good Foods USA, Inc. CO$36.9M · 0.41%
Norican Group US CO$36.2M · 0.31%
Cs Wind America, Inc. CO$34.1M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470709286 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.