Plan Ledger DOL Form 5500 · updated monthly

Penn Jersey Paper Company401(k)

PENN JERSEY PAPER COMPANY 401K PS PLAN · PHILADELPHIA, PA · plan year 2022

Reported admin expense ratio · 2022
0.30%

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

Penn Jersey Paper Company reported $73,891 in plan administrative expenses for 2022: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,597 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,441st-largest of 3,651 plans among Pennsylvania employers on file, and the 1,731st of 4,246 in wholesale trade. In 2022, employees put in $2.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$22,274,006
Participants with balances291
Active participants226
Employer contributions$586,826
Employee contributions$1,426,627
Employer contribution per active participant$2,597
Average account balance$76,543
Benefits paid to participants$2,384,103
Plan auditDisclaimer of opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$73,891
Total administrative$73,891
The Penn Jersey Paper Company 401(k) match · 2022
Employer contribution per active participant$2,597
Median for plans this size$2,266

Penn Jersey Paper Company's 2022 employer contribution ran above the $2,266 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 history1
2022$73,891 · 0.30%
All plans at this employer2
PENN JERSEY PAPER COMPANY 401K PS PLAN401(k)
PENN JERSEY PAPER COMPANY DEFINED CONTRIBUTION PLAN FOR UNION LOCAL 107 UNIT A EMPLOYEES401(k)
Similar plansWholesale Trade · Pennsylvania
Stephenson Equipment, Inc. PA$24.1M · 0.07%
Curry Supply Company, Inc. PA$23.9M · 0.02%
George E. Delallo Co., Inc. PA$22.8M · 0.59%
Gt&E, LLC PA$21.5M · 0.09%
Moyer & Son, Inc. PA$21.0M · 0.20%
Karndean International LLC PA$20.8M · 0.04%
Westinghouse Lighting L.P. PA$20.8M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231630194 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.