Plan Ledger DOL Form 5500 · updated monthly

Orchard-Rite LTD Inc401(k)

ORCHARD-RITE LTD INC 401(K) PLAN · UNION GAP, WA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Orchard-Rite LTD Inc reported $3,105 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,264 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 fell from 0.25% to 0.10%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Washington (1,462nd of 1,714), and 12,044th of 13,661 in manufacturing. In 2024, employees put in $1.20 for every $1.00 the employer contributed; active participation has shrunk from 173 to 129 since 2022.

Plan summary
Net assets, end of year$3,438,107
Participants with balances190
Active participants129
Employer contributions$292,041
Employee contributions$350,306
Employer contribution per active participant$2,264
Average account balance$18,095
Benefits paid to participants$412,306
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 190 accts · $292K emplr
2023$2.9M · 177 accts · $339K emplr
2022$2.2M · 208 accts · $404K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,105
Total administrative$3,105
The Orchard-Rite LTD Inc 401(k) match · 2024
Employer contribution per active participant$2,264
Median for plans this size$1,313
2024$2,264 per active participant
2023$2,546 per active participant
2022$2,337 per active participant

Orchard-Rite LTD Inc's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
THE VANGUARD GROUP, INC. · Recordkeeping$3,105

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$3,105 · 0.10%
2023$6,330 · 0.25%
2022Not separately reported
Same employer
Similar plansManufacturing · Washington
Aero Precision, LLC WA$3.4M · 1.35%
Svz USA Washington, Inc. WA$3.3M · 0.18%
Imaginetics LLC WA$3.2M · 1.17%
Louws Truss, Inc. WA$3.1M · 0.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 911020209 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.