Plan Ledger DOL Form 5500 · updated monthly

Northwest Petroleum, LP401(k)

NORTHWEST PETROLEUM, LP 401(K) PROFIT SHARING PLAN AND TRUST · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
1.25%

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

Northwest Petroleum, LP reported $6,385 in plan administrative expenses for 2022: 1.25% of average plan assets, above the peer median. Employer contributions averaged $458 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (5,432nd of 5,688), and 5,060th of 5,215 in retail trade. In 2022, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$555,891
Participants with balances72
Active participants190
Employer contributions$87,008
Employee contributions$156,416
Employer contribution per active participant$458
Average account balance$7,721
Benefits paid to participants$63,930
Plan auditUnmodified (clean) audit opinion
The Northwest Petroleum, LP 401(k) match · 2022
Employer contribution per active participant$458
Median for plans this size$331

Northwest Petroleum, LP's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,385 · 1.25%
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Source: U.S. Department of Labor, Form 5500 series, EIN 760336717 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.