Plan Ledger DOL Form 5500 · updated monthly

Otto Trucking, Inc.401(k)

OTTO TRUCKING, INC. 401(K) PROFIT SHARING PLAN · MESA, AZ · plan year 2022

Reported admin expense ratio · 2022
0.61%

Otto Trucking, Inc. reported $5,912 in plan administrative expenses for 2022: 0.61% of average plan assets, below the peer median. 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Arizona (1,170th of 1,285), and 2,339th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$834,675
Participants with balances18
Active participants151
Employer contributions—
Employee contributions$32,504
Employer contribution per active participant—
Average account balance$46,371
Benefits paid to participants$172,806
Plan auditUnmodified (clean) audit opinion
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$5,912 · 0.61%
Similar plansTransportation & Warehousing · Arizona
Barlow Company, Inc. AZ$2.4M · 1.89%
Diamond Trucking, Inc. AZ$1.5M · 1.27%
New Legend, Inc. AZ$1.3M · 1.42%
Robot-O Logistics LLC AZ$554K · 0.45%
Pro Delivery LLC AZ$410K · 0.47%
Ss Legacy Logistics, LLC AZ$165K · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860269669 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.