Plan Ledger DOL Form 5500 · updated monthly

Oetiker, Inc.401(k)

OETIKER RETIREMENT PLAN · MARLETTE, MI · plan year 2022

Reported admin expense ratio · 2022
0.00%

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

Oetiker, Inc. reported $450 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,443 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 591st-largest of 2,619 plans among Michigan employers on file, and the 3,565th of 13,661 in manufacturing. In 2022, employees put in $2.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$41,996,896
Participants with balances505
Active participants422
Employer contributions$1,030,827
Employee contributions$2,619,872
Employer contribution per active participant$2,443
Average account balance$83,162
Benefits paid to participants$2,748,721
Plan auditUnmodified (clean) audit opinion
AuditorYEO & YEO
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$450
Total administrative$450
The Oetiker, Inc. 401(k) match · 2022
Employer contribution per active participant$2,443
Median for plans this size$2,266

Oetiker, Inc.'s 2022 employer contribution ran above the $2,266 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$450 · 0.00%
Similar plansManufacturing · Michigan
Esperion Therapeutics, Inc. MI$43.1M · 0.25%
Special-Lite, Inc. MI$42.3M · 0.20%
Piston Automotive, LLC MI$42.1M · 0.08%
H.S. Inc. MI$41.7M · 0.23%
Fernco, Inc. MI$41.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 542181994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.