Plan Ledger DOL Form 5500 · updated monthly

Orscheln Industries401(k)

ORSCHELN INDUSTRIES RETIREMENT PROGRAM · MOBERLY, MO · plan year 2022

Reported admin expense ratio · 2022
0.29%

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

Orscheln Industries reported $359,872 in plan administrative expenses for 2022: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,579 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 2 years on file its reported administrative ratio fell from 0.29% to 0.26%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other manufacturing employers. By assets it is the 172nd-largest of 1,393 plans among Missouri employers on file, and the 1,728th of 13,661 in manufacturing. In 2022, employees put in $2.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$114,024,920
Participants with balances2,534
Active participants1,868
Employer contributions$2,949,027
Employee contributions$5,954,193
Employer contribution per active participant$1,579
Average account balance$44,998
Benefits paid to participants$10,125,717
Plan auditUnmodified (clean) audit opinion
AuditorWILLIAMS-KEEPERS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$66.4M · 609 accts · $1.4M emplr
2023$68.8M · 579 accts · $1.4M emplr
2022$114.0M · 2,534 accts · $2.9M emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$264,447
Investment management$80,000
Professional / advisory$13,500
Total administrative$359,872
The Orscheln Industries 401(k) match · 2022
Employer contribution per active participant$1,579
Median for plans this size$3,449
2024$2,634 per active participant
2023$2,881 per active participant
2022$1,579 per active participant

Orscheln Industries's 2022 employer contribution ran below the $3,449 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 history3
2024$178,087 · 0.26%
2023$225,464 · 0.25%
2022$359,872 · 0.29%
Same employer
Similar plansManufacturing · Missouri
Fike Corporation MO$121.8M · 0.17%
Mississippi Lime Company MO$120.0M · 0.01%
Schell & Kampeter, Inc. MO$116.5M · 0.27%
Spartech LLC MO$100.7M · 0.17%
Sunnen Products Company MO$98.1M · 0.15%
Multivac, Inc. MO$92.3M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431465246 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.