Plan Ledger DOL Form 5500 · updated monthly

Moog Louisville Warehouse, Inc.Profit-sharing plan

MOOG LOUISVILLE WAREHOUSE, INC. PROFIT SHARING PLAN · LOUISVILLE, KY · plan year 2023

Reported admin expense ratio · 2023
0.79%

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

Moog Louisville Warehouse, Inc. reported $56,383 in plan administrative expenses for 2023: 0.79% of average plan assets, above the peer median. Employer contributions averaged $1,551 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 rose from 0.88% to 2.04%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Kentucky (552nd of 871), and 3,132nd of 5,215 in retail trade.

Plan summary
Net assets, end of year$7,634,693
Participants with balances227
Active participants181
Employer contributions$280,678
Employee contributions—
Employer contribution per active participant$1,551
Average account balance$33,633
Benefits paid to participants$239,546
Plan auditUnmodified (clean) audit opinion
AuditorBMSS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$16K · $150K emplr
2023$7.6M · 227 accts · $281K emplr
2022$6.6M · 219 accts · $264K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$56,383
Total administrative$56,383
Employer contributions to the Moog Louisville Warehouse, Inc. plan · 2023
Employer contribution per active participant$1,551
Median for plans this size$1,308
2023$1,551 per active participant
2022$1,429 per active participant

Moog Louisville Warehouse, Inc.'s 2023 employer contribution ran above the $1,308 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.

Administrative cost history3
2024$77,970 · 2.04%
2023$56,383 · 0.79%
2022$63,130 · 0.88%
Similar plansRetail Trade · Kentucky
Keystops, LLC KY$8.3M · 0.39%
Farmer Automotive Group KY$7.9M · 1.61%
Paul's Fruit Market KY$6.8M · 0.21%
Republic Diesel Inc. KY$6.8M · 0.02%
Town & Country Ford, LLC KY$6.7M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610621146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.