Plan Ledger DOL Form 5500 · updated monthly

R.W. Sidley, Inc.401(k)

R.W. SIDLEY, INC. 401(K) PLAN AND TRUST · THOMPSON, OH · plan year 2023

Reported admin expense ratio · 2023
0.18%

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

R.W. Sidley, Inc. reported $26,244 in plan administrative expenses for 2023: 0.18% of average plan assets, below the peer median. Employer contributions averaged $3,187 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 2 years on file its reported administrative ratio fell from 0.16% to 0.13%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 1,580th-largest of 3,295 plans among Ohio employers on file, and 354th of 612 in mining, oil & gas extraction. In 2023, employees put in $1.44 for every $1.00 the employer contributed; active participation has shrunk from 239 to 166 since 2022.

Plan summary
Net assets, end of year$15,280,801
Participants with balances237
Active participants166
Employer contributions$529,023
Employee contributions$759,774
Employer contribution per active participant$3,187
Average account balance$64,476
Benefits paid to participants$2,026,838
Plan auditUnmodified (clean) audit opinion
AuditorROOT, SPITZNAS & SMILEY, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 227 accts · $308K emplr
2023$15.3M · 237 accts · $529K emplr
2022$14.2M · 318 accts · $487K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$22,369
Total administrative$26,244
The R.W. Sidley, Inc. 401(k) match · 2023
Employer contribution per active participant$3,187
Median for plans this size$2,440
2024$2,987 per active participant
2023$3,187 per active participant
2022$2,036 per active participant

R.W. Sidley, Inc.'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 · 20231
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$22,369

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

Administrative cost history3
2024$16,027 · 0.13%
2023$26,244 · 0.18%
2022$23,664 · 0.16%
Same employer
Similar plansMining, Oil & Gas Extraction · Ohio
Kimble Company OH$15.2M · 0.08%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 340529112 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.