Plan Ledger DOL Form 5500 · updated monthly

Robbie D. Wood, Inc.401(k)

ROBBIE D. WOOD, INC. EMPLOYEE CAPITAL ACCUMULATION PLAN 401(K) · DOLOMITE, AL · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Robbie D. Wood, Inc. reported $1,800 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $986 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 $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 Alabama (606th of 902), and 1,577th of 2,677 in transportation & warehousing. In 2022, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,454,143
Participants with balances96
Active participants141
Employer contributions$139,084
Employee contributions$448,675
Employer contribution per active participant$986
Average account balance$56,814
Benefits paid to participants$550,572
Plan auditUnmodified (clean) audit opinion
The Robbie D. Wood, Inc. 401(k) match · 2022
Employer contribution per active participant$986
Median for plans this size$1,114

Robbie D. Wood, Inc.'s 2022 employer contribution ran below 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 history1
2022$1,800 · 0.03%
Same employer
Similar plansTransportation & Warehousing · Alabama
J & M Tank Lines, Inc. AL$6.7M · 0.14%
Br Williams Trucking Inc AL$5.9M · 0.80%
Alabama Motor Express AL$5.6M · 0.14%
Segers Aero Corporation AL$5.3M · 0.97%
Ct Stevedoring, Inc. AL$4.3M · 0.24%
Trantham Services, Inc. AL$3.8M · 1.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630681833 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.