Plan Ledger DOL Form 5500 · updated monthly

The Jor-Mac Company Inc401(k)

THE JOR-MAC COMPANY INC 401 K PROFIT SHARING PLAN TRUST · LOMIRA, WI · plan year 2022

Reported admin expense ratio · 2022
0.64%

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

The Jor-Mac Company Inc reported $11,433 in plan administrative expenses for 2022: 0.64% of average plan assets, above the peer median. Employer contributions averaged $490 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Wisconsin (1,850th of 1,936), and 12,942nd of 13,661 in manufacturing. In 2022, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,742,952
Participants with balances69
Active participants124
Employer contributions$60,727
Employee contributions$168,907
Employer contribution per active participant$490
Average account balance$25,260
Benefits paid to participants$77,261
Plan auditUnmodified (clean) audit opinion
AuditorHAWKINS ASH CPAS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,906
Investment management$6,477
Total administrative$11,433
The The Jor-Mac Company Inc 401(k) match · 2022
Employer contribution per active participant$490
Median for plans this size$1,114

The Jor-Mac Company Inc's 2022 employer contribution ran below the $1,114 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.

Administrative cost history1
2022$11,433 · 0.64%
Same employer
Similar plansManufacturing · Wisconsin
Lakefront Brewery, Inc. WI$1.9M · 0.26%
Old Fashioned Foods, Inc WI$1.8M · 0.45%
Karavan Trailers, LLC. WI$1.8M · 0.58%
Sielaff Corporation WI$1.7M · 1.00%
Torrance Casting, Inc. WI$1.7M · 0.39%
Tribe 9 Foods WI$1.6M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391985012 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.