Plan Ledger DOL Form 5500 · updated monthly

Textainer Equipment Management U.S. Limited401(k)

TEXTAINER EQUIPMENT MANAGEMENT (U.S.) LIMITED 401(K) PROFIT SHARING PLAN · SAN FRANCISCO, CA · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Textainer Equipment Management U.S. Limited reported $37,280 in plan administrative expenses for 2023: 0.11% of average plan assets, below the peer median. Employer contributions averaged $6,940 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 0.13% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,372nd-largest of 9,483 plans among California employers on file, and the 3,667th of 11,654 in professional & technical services. In 2023, employees put in $2.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,167,778
Participants with balances112
Active participants77
Employer contributions$534,353
Employee contributions$1,547,710
Employer contribution per active participant$6,940
Average account balance$313,998
Benefits paid to participants$1,743,620
Plan auditUnmodified (clean) audit opinion
AuditorMOSS ADAMS
Plan history3
Yearassets · accounts · employer contribution
2024$34.7M · 110 accts · $514K emplr
2023$35.2M · 112 accts · $534K emplr
2022$30.6M · 118 accts · $544K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$37,280
Total administrative$37,280
The Textainer Equipment Management U.S. Limited 401(k) match · 2023
Employer contribution per active participant$6,940
Median for plans this size$2,440
2024$7,336 per active participant
2023$6,940 per active participant
2022$6,476 per active participant

Textainer Equipment Management U.S. Limited's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$37,279

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$105,214 · 0.30%
2023$37,280 · 0.11%
2022$43,165 · 0.13%
Similar plansProfessional & Technical Services · California
Steinberg Hart CA$35.5M · 0.26%
Videoamp, Inc. CA$35.4M · 0.06%
Ac Martin, Inc. CA$35.4M · 0.08%
Governmentjobs.com, Inc. CA$34.9M · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943060366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.