Plan Ledger DOL Form 5500 · updated monthly

Nw Supermarkets Inc401(k)

NW SUPERMARKETS INC 401(K) PROFIT SHARING PLAN & TRUST · TIGARD, OR · plan year 2022

Reported admin expense ratio · 2022
0.91%

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

Nw Supermarkets Inc reported $7,966 in plan administrative expenses for 2022: 0.91% of average plan assets, above the peer median. Employer contributions averaged $114 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 wholesale trade employers. By assets it is among the smaller plans on file in Oregon (971st of 1,021), and 4,163rd of 4,246 in wholesale trade. In 2022, employees put in $7.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$836,146
Participants with balances63
Active participants127
Employer contributions$14,529
Employee contributions$112,305
Employer contribution per active participant$114
Average account balance$13,272
Benefits paid to participants$47,413
Plan auditUnmodified (clean) audit opinion
AuditorBDG-CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,765
Investment management$3,201
Total administrative$7,966
The Nw Supermarkets Inc 401(k) match · 2022
Employer contribution per active participant$114
Median for plans this size$331

Nw Supermarkets Inc's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$7,966 · 0.91%
Similar plansWholesale Trade · Oregon
Gear Up Sports, Inc. OR$2.5M · 0.55%
Dakavia Management Corp. OR$1.5M · 0.51%
Duckwall-Pooley Fruit Co. OR$1.2M · 0.69%
Strapworks LLC OR$263K · 3.16%
C&R Oregon Corporation OR$94K · 5.16%
C&R Oregon Corporation OR$94K · 5.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832855209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.