Plan Ledger DOL Form 5500 · updated monthly

Outwest Express LLC401(k)

OUTWEST EXPRESS LLC. 401K PLAN · EI PASO, TX · plan year 2022

Reported admin expense ratio · 2022
0.24%

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

Outwest Express LLC reported $5,316 in plan administrative expenses for 2022: 0.24% of average plan assets, below the peer median. Employer contributions averaged $1,496 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 rose from 0.24% to 0.45%. 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 Texas (4,845th of 5,688), and 2,083rd of 2,677 in transportation & warehousing. In 2022, employees put in $1.94 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,194,579
Participants with balances184
Active participants141
Employer contributions$210,973
Employee contributions$408,814
Employer contribution per active participant$1,496
Average account balance$11,927
Benefits paid to participants$250,693
Plan auditUnmodified (clean) audit opinion
AuditorBEASLEY MITCHELL & CO LLP
Plan history2
Yearassets · accounts · employer contribution
2023$98 · $216K emplr
2022$2.2M · 184 accts · $211K emplr
The Outwest Express LLC 401(k) match · 2022
Employer contribution per active participant$1,496
Median for plans this size$1,114

Outwest Express LLC's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$4,959 · 0.45%
2022$5,316 · 0.24%
Same employer
Similar plansTransportation & Warehousing · Texas
J.W. Logistics, LLC TX$2.3M · 0.14%
Rew Investments, Inc. TX$2.3M · 0.73%
J.S. Helwig & Son, LLC TX$2.1M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 272624019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.