Plan Ledger DOL Form 5500 · updated monthly

Orthman Manufacturing, Inc.401(k)

ORTHMAN MANUFACTURING, INC. 401(K) PLAN · CLEBURNE, TX · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Orthman Manufacturing, Inc. reported $1,801 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (3,995th of 5,688), and 11,094th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$5,206,368
Participants with balances106
Active participants209
Employer contributions$0
Employee contributions$372,407
Employer contribution per active participant$0
Average account balance$49,117
Benefits paid to participants$193,156
Plan auditUnmodified (clean) audit opinion
AuditorCORE CPAS PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,725
Investment management$76
Total administrative$1,801
The Orthman Manufacturing, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Orthman Manufacturing, Inc.'s 2022 employer contribution ran below the $1,114 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 history1
2022$1,801 · 0.03%
Same employer
Similar plansManufacturing · Texas
Zxp Technologies, LLC TX$5.3M · 0.53%
Vme Process, Inc. TX$5.3M · 0.54%
Cabinet Specialists TX$5.2M · 0.93%
Steel Painters LLC TX$5.2M · 0.95%
County Services, Inc. TX$5.1M · 0.80%
Womble Company, Inc. TX$5.1M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470498508 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.