Plan Ledger DOL Form 5500 · updated monthly

The Beistle CompanyESOP

THE BEISTLE COMPANY EMPLOYEE STOCK OWNERSHIP PLAN · SHIPPENSBURG, PA · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

The Beistle Company reported $5,778 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $158 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 0.04% to 0.03%. 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 among the smaller plans on file in Pennsylvania (1,840th of 3,651), and 7,050th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$15,131,834
Participants with balances0
Active participants158
Employer contributions$25,000
Employee contributions—
Employer contribution per active participant$158
Average account balance—
Benefits paid to participants$2,556,846
Plan auditUnmodified (clean) audit opinion
AuditorWALZ GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$14.3M · 195 accts · $26K emplr
2023$13.9M · 202 accts
2022$15.1M · $25K emplr
Administrative expenses, itemized · 2022
Investment management$5,778
Total administrative$5,778
Employer contributions to the The Beistle Company plan · 2022
Employer contribution per active participant$158
Median for plans this size$2,266
2024$157 per active participant
2022$158 per active participant

The Beistle Company's 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$4,897 · 0.03%
2023$5,166 · 0.04%
2022$5,778 · 0.04%
All plans at this employer2
THE BEISTLE COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP
THE BEISTLE COMPANY 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Pennsylvania
Carnegie Robotics, LLC PA$15.3M · 0.04%
Valley Tire Company PA$15.2M · 0.32%
I & I Sling, LLC PA$15.1M · 0.39%
Phoenix Services LLC PA$15.1M · 0.61%
Stoelzle Glass USA, Inc. PA$15.0M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 230396050 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.