Plan Ledger DOL Form 5500 · updated monthly

Monson Fruit Co., Inc.401(k)

MONSON FRUIT CO., INC. 401(K) PROFIT SHARING PLAN AND TRUST · SELAH, WA · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Monson Fruit Co., Inc. reported $52,002 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $417 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 0.86% to 0.81%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Washington (1,243rd of 1,714), and 563rd of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.02 for every $1.00 the employer contributed; active participation has grown from 559 to 636 since 2022.

Plan summary
Net assets, end of year$6,838,556
Participants with balances143
Active participants636
Employer contributions$265,460
Employee contributions$536,202
Employer contribution per active participant$417
Average account balance$47,822
Benefits paid to participants$612,506
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 143 accts · $265K emplr
2023$6.1M · 134 accts · $285K emplr
2022$5.0M · 136 accts · $310K emplr
Administrative expenses, itemized · 2024
Investment management$52,002
Total administrative$52,002
The Monson Fruit Co., Inc. 401(k) match · 2024
Employer contribution per active participant$417
Median for plans this size$1,313
2024$417 per active participant
2023$378 per active participant
2022$555 per active participant

Monson Fruit Co., Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
OPPENHEIMER · Claims processing · Recordkeeping$30,772
HUNNEX & SHOEMAKER · Investment advisory (plan)$3,850

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

Recordkeeper by year2
2024OPPENHEIMER
2023OPPENHEIMER

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

Administrative cost history3
2024$52,002 · 0.81%
2023$45,893 · 0.83%
2022$50,460 · 0.86%
Same employer
Similar plansAgriculture, Forestry & Fishing · Washington
Mercer Ranches, Inc. WA$7.6M · 0.81%
Fishermen's Finest, Inc. WA$5.7M · 0.17%
Blue Bird, Inc. WA$4.8M · 0.56%
Roy Farms, Spc WA$4.8M · 0.66%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 911496092 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.