Plan Ledger DOL Form 5500 · updated monthly

Superior Truck Lines, Inc.401(k)

SUPERIOR TRUCK LINES 401(K) PLAN · GUSTINE, CA · plan year 2023

Reported admin expense ratio · 2023
1.19%

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

Superior Truck Lines, Inc. reported $43,002 in plan administrative expenses for 2023: 1.19% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,394 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 rose from 1.12% to 2.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (7,354th of 9,483), and 1,772nd of 2,677 in transportation & warehousing. In 2023, employees put in $1.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,075,728
Participants with balances192
Active participants212
Employer contributions$295,519
Employee contributions$397,926
Employer contribution per active participant$1,394
Average account balance$21,228
Benefits paid to participants$241,251
Plan auditUnmodified (clean) audit opinion
AuditorATHERTON & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$774K · 30 accts
2023$4.1M · 192 accts · $296K emplr
2022$3.2M · 164 accts · $242K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$43,002
Total administrative$43,002
The Superior Truck Lines, Inc. 401(k) match · 2023
Employer contribution per active participant$1,394
Median for plans this size$1,308
2023$1,394 per active participant
2022$1,255 per active participant

Superior Truck Lines, Inc.'s 2023 employer contribution ran above 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.

Service providers · 20234
EMPOWER ADVISORY GROUP · Investment management$10,523
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$8,944
OSBORNE & ASSOCIATES INC. · Contract administrator$4,650

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$54,129 · 2.23%
2023$43,002 · 1.19%
2022$35,950 · 1.12%
Similar plansTransportation & Warehousing · California
Cofiroute USA, LLC CA$4.6M · 0.04%
Mhx, LLC CA$4.4M · 0.90%
Win IT America Inc CA$4.0M · 1.09%
Ajr Trucking, Inc. CA$3.9M · 1.90%
Total Warehouse, Inc. CA$3.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954191845 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.