Plan Ledger DOL Form 5500 · updated monthly

Sheetz, Inc401(k)

SHEETZ, INC. 401(K) RETIREMENT PLAN · ALTOONA, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Sheetz, Inc reported $1,026,386 in plan administrative expenses for 2024: 0.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,482 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 0.14%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 100th-largest of 3,651 plans among Pennsylvania employers on file, and the 85th of 5,215 in retail trade. In 2024, employees put in $1.88 for every $1.00 the employer contributed; active participation has grown from 15,852 to 18,452 since 2022.

Plan summary
Net assets, end of year$778,358,571
Participants with balances17,158
Active participants18,452
Employer contributions$27,352,484
Employee contributions$51,448,532
Employer contribution per active participant$1,482
Average account balance$45,364
Benefits paid to participants$65,293,425
Plan auditUnmodified (clean) audit opinion
AuditorYOUNG OAKES BROWN AND CO
Plan history3
Yearassets · accounts · employer contribution
2024$778.4M · 17,158 accts · $27.4M emplr
2023$669.5M · 15,580 accts · $24.2M emplr
2022$507.4M · 14,349 accts · $21.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,026,386
Total administrative$1,026,386
The Sheetz, Inc 401(k) match · 2024
Employer contribution per active participant$1,482
Median for plans this size$4,294
2024$1,482 per active participant
2023$1,360 per active participant
2022$1,349 per active participant

Sheetz, Inc's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$1,026,385
CAPFINANCIAL PARTNERS, LCC. · 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 history3
2024$1,026,386 · 0.14%
2023$877,396 · 0.15%
2022$726,580 · 0.16%
All plans at this employer2
SHEETZ, INC. 401(K) RETIREMENT PLAN401(k)
SHEETZ, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Pennsylvania
The Giant Company LLC PA$991.5M · 0.07%
Dick's Sporting Goods, Inc. PA$883.7M · 0.08%
Giant Eagle, Inc. PA$845.1M · 0.10%
84 Lumber Company, L.P. PA$779.5M · 0.07%
Amerigas Propane, Inc. PA$530.0M · 0.10%
Urban Outfitters, Inc. PA$513.3M · 0.12%
Weis Markets, Inc. PA$304.0M · 0.70%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 251202108 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.