Plan Ledger DOL Form 5500 · updated monthly

S & R Egg Farms, Inc.401(k)

S & R EGG FARMS, INC. 401(K) PLAN · WHITEWATER, WI · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

S & R Egg Farms, Inc. reported $3,029 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $925 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 agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Wisconsin (1,569th of 1,936), and 614th of 945 in agriculture, forestry & fishing. In 2022, employees put in $1.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,667,369
Participants with balances51
Active participants212
Employer contributions$196,174
Employee contributions$370,629
Employer contribution per active participant$925
Average account balance$111,125
Benefits paid to participants$1,348,381
Plan auditDisclaimer of opinion
AuditorQUANDT BERNDT & COMPANY, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,029
Total administrative$3,029
The S & R Egg Farms, Inc. 401(k) match · 2022
Employer contribution per active participant$925
Median for plans this size$1,114

S & R Egg Farms, 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$3,029 · 0.05%
Similar plansAgriculture, Forestry & Fishing · Wisconsin
Henry Rac Holding Corp WI$9.2M · 0.89%
Agri-Alliance, LLC WI$8.3M · 0.10%
Strauss Brands LLC WI$7.5M · 0.09%
Medford Cooperative, Inc. WI$4.0M · 0.53%
Tellurian, Inc. WI$2.6M · 0.08%
The Fresh Group, LTD. WI$1.9M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391247836 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.