Plan Ledger DOL Form 5500 · updated monthly

Ottery Transportation, Inc.401(k)

THE OTTERY BENEFIT PLAN · CAMPBELLSPORT, WI · plan year 2022

Reported admin expense ratio · 2022
0.52%

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

Ottery Transportation, Inc. reported $33,014 in plan administrative expenses for 2022: 0.52% of average plan assets, above the peer median. Employer contributions averaged $2,273 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 transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,593rd of 1,936), and 1,585th of 2,677 in transportation & warehousing. In 2022, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,397,720
Participants with balances98
Active participants86
Employer contributions$195,511
Employee contributions$384,517
Employer contribution per active participant$2,273
Average account balance$55,079
Benefits paid to participants$1,413,739
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$12,963
Investment management$20,051
Total administrative$33,014
The Ottery Transportation, Inc. 401(k) match · 2022
Employer contribution per active participant$2,273
Median for plans this size$1,114

Ottery Transportation, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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$33,014 · 0.52%
Similar plansTransportation & Warehousing · Wisconsin
Fuchs Trucking LLC WI$4.7M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 391408363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.