Plan Ledger DOL Form 5500 · updated monthly

River Barrel Brewing Inc401(k)

RIVER BARREL BREWING INC 401(K) PROFIT SHARING PLAN & TRUST · ASTORIA, OR · plan year 2023

Reported admin expense ratio · 2023
1.33%

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

River Barrel Brewing Inc reported $14,702 in plan administrative expenses for 2023: 1.33% of average plan assets, higher than ~90% of peers. Employer contributions averaged $892 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 has held roughly steady near 1.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (936th of 1,021), and 13,125th of 13,661 in manufacturing. In 2023, employees put in $3.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,354,372
Participants with balances200
Active participants90
Employer contributions$80,291
Employee contributions$248,423
Employer contribution per active participant$892
Average account balance$6,772
Benefits paid to participants$32,356
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS AND COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $24K emplr
2023$1.4M · 200 accts · $80K emplr
2022$861K · 178 accts · $62K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$9,533
Investment management$5,169
Total administrative$14,702
The River Barrel Brewing Inc 401(k) match · 2023
Employer contribution per active participant$892
Median for plans this size$1,308
2023$892 per active participant
2022$750 per active participant

River Barrel Brewing Inc's 2023 employer contribution ran below the $1,308 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.

Administrative cost history3
2024Not separately reported
2023$14,702 · 1.33%
2022$10,705 · 1.30%
Similar plansManufacturing · Oregon
9WOOD, Inc. OR$1.8M · 0.42%
Betty Lou's, Inc. OR$1.8M · 1.11%
Arcimoto Inc OR$1.1M · 0.60%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 461967577 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.