Plan Ledger DOL Form 5500 · updated monthly

O. D. Anderson, Inc.401(k)

THE ANDERSON COMPANIES PROFIT SHARING AND 401(K) PLAN · GREENVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

O. D. Anderson, Inc. reported $73,024 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $791 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 3 years on file its reported administrative ratio has held roughly steady near 0.63%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (2,100th of 3,651), and the 1,036th of 2,677 in transportation & warehousing. In 2024, employees put in $3.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,036,129
Participants with balances279
Active participants252
Employer contributions$199,411
Employee contributions$661,001
Employer contribution per active participant$791
Average account balance$43,140
Benefits paid to participants$1,545,244
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 279 accts · $199K emplr
2023$11.2M · 285 accts · $166K emplr
2022$9.4M · 283 accts · $126K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,052
Investment management$30,972
Total administrative$73,024
The O. D. Anderson, Inc. 401(k) match · 2024
Employer contribution per active participant$791
Median for plans this size$2,416
2024$791 per active participant
2023$686 per active participant
2022$512 per active participant

O. D. Anderson, Inc.'s 2024 employer contribution ran below the $2,416 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$42,050
FIRST NATIONAL TRUST COMPANY · Investment advisory (plan)$30,972

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$73,024 · 0.63%
2023$65,856 · 0.64%
2022$64,218 · 0.61%
Similar plansTransportation & Warehousing · Pennsylvania
W.J. Beitler Co. PA$16.2M · 0.41%
Horwith Trucks, Inc. PA$15.3M · 0.22%
Allen Distribution PA$13.3M · 1.66%
A & S Services Group, LLC PA$12.5M · 1.18%
Daniel F. Young, Inc. PA$12.0M · 0.06%
Napa Transportation, Inc. PA$11.3M · 0.58%
Watsontown Trucking Company PA$11.0M · 0.20%
Aaa Mid States PA$10.1M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 250324523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.