Plan Ledger DOL Form 5500 · updated monthly

Penn Jersey Paper Paper Company401(k)

PENN JERSEY PAPER COMPANY 401(K) PROFIT SHARING PLAN · PHILADELPHIA, PA · plan year 2023

Reported admin expense ratio · 2023
0.50%

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

Penn Jersey Paper Paper Company reported $59,264 in plan administrative expenses for 2023: 0.50% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,096 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 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Pennsylvania (3,443rd of 3,651), and 4,098th of 4,246 in wholesale trade. In 2023, employees put in $2.44 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,489,026
Participants with balances85
Active participants80
Employer contributions$327,673
Employee contributions$798,707
Employer contribution per active participant$4,096
Average account balance$17,518
Benefits paid to participants$4,331,485
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2023
Investment management$59,264
Total administrative$59,264
The Penn Jersey Paper Paper Company 401(k) match · 2023
Employer contribution per active participant$4,096
Median for plans this size$2,440

Penn Jersey Paper Paper Company's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20235
PENN JERSEY PAPER COMPANY$13,024
CBIZ INVESTMENT ADVISORY SERVICESindirect comp
CBIZ BENEFITS AND INSURANCE SERVICE · Other servicesindirect comp
TYCOR BENEFIT ADMINISTRATORS, INC. · Other servicesindirect comp
VOYA RETIREMENT INSURANCE AND ANNUI · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history1
2023$59,264 · 0.50%
Similar plansWholesale Trade · Pennsylvania
Control Tech USA LTD. PA$2.6M · 0.16%
Grimm Industries, Inc. PA$2.0M · 0.94%
Kegel's Produce, Inc. PA$1.5M · 0.07%
Machell Management PA$908K · 1.42%
Mapes Food Services, Inc PA$56K · 6.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872383181 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.