Plan Ledger DOL Form 5500 · updated monthly

Sivalls, Inc.401(k)

SIVALLS, INC. EMPLOYEES' PROFIT SHARING & 401(K) PLAN · ODESSA, TX · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Sivalls, Inc. reported $5,689 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,004 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,468th-largest of 5,688 plans among Texas employers on file, and the 4,272nd of 13,661 in manufacturing. In 2022, the employer put in $2.07 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$32,073,234
Participants with balances200
Active participants133
Employer contributions$1,330,490
Employee contributions$642,314
Employer contribution per active participant$10,004
Average account balance$160,366
Benefits paid to participants$3,638,883
Plan auditUnmodified (clean) audit opinion
AuditorSPROLES WOODARD LLP
The Sivalls, Inc. 401(k) match · 2022
Employer contribution per active participant$10,004
Median for plans this size$2,266

Sivalls, Inc.'s 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$5,689 · 0.02%
Similar plansManufacturing · Texas
The Flexitallic Group, Inc. TX$32.5M · 0.01%
Kent Moore Cabinets, LTD. TX$32.3M · 0.26%
Atec, Inc. TX$32.2M · 0.38%
Orora Visual, LLC TX$32.1M · 0.13%
Bridgford Foods Corporation TX$32.0M · 0.30%
American Excelsior Company TX$31.6M · 0.41%
Ebaa Iron, Inc. TX$31.6M · 0.20%
Alcon Puerto Rico Inc. TX$31.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750731072 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.