Plan Ledger DOL Form 5500 · updated monthly

Oak Paper Products Co., Inc.401(k)

OAK PAPER PRODUCTS CO., INC. 401(K) SAVINGS RETIREMENT PLAN · LOS ANGELES, CA · plan year 2022

Reported admin expense ratio · 2022
0.32%

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

Oak Paper Products Co., Inc. reported $35,585 in plan administrative expenses for 2022: 0.32% of average plan assets, above the peer median. Employer contributions averaged $535 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 1 year on file its reported administrative ratio rose from 0.32% to 0.82%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in California (5,465th of 9,483), and 2,923rd of 4,246 in wholesale trade. In 2022, employees put in $7.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$9,955,833
Participants with balances216
Active participants188
Employer contributions$100,505
Employee contributions$778,049
Employer contribution per active participant$535
Average account balance$46,092
Benefits paid to participants$838,663
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$35K · 1 accts · $9K emplr
2022$10.0M · 216 accts · $101K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$17,643
Investment management$17,917
Total administrative$35,585
The Oak Paper Products Co., Inc. 401(k) match · 2022
Employer contribution per active participant$535
Median for plans this size$2,266

Oak Paper Products Co., Inc.'s 2022 employer contribution ran below the $2,266 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 history2
2023$40,906 · 0.82%
2022$35,585 · 0.32%
Same employer
Similar plansWholesale Trade · California
Eastman Strings Inc CA$10.0M · 0.57%
Taylored Services, LLC CA$9.9M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952052560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.