Plan Ledger DOL Form 5500 · updated monthly

The T. H. Rogers Lumber CompanyESOP

THE T. H. ROGERS LUMBER COMPANY EMPLOYEE STOCK OWNERSHIP PLAN · EDMOND, OK · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

The T. H. Rogers Lumber Company reported $1 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $13,784 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 0.001% to 0.000%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 242nd-largest of 724 plans among Oklahoma employers on file, and the 1,395th of 5,215 in retail trade. active participation has grown from 141 to 156 since 2022.

Plan summary
Net assets, end of year$21,074,116
Participants with balances212
Active participants156
Employer contributions$2,150,353
Employee contributions—
Employer contribution per active participant$13,784
Average account balance$99,406
Benefits paid to participants$2,677,256
Plan auditUnmodified (clean) audit opinion
AuditorHSPG & ASSOCIATES, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$21.1M · 212 accts · $2.2M emplr
2023$21.0M · 218 accts · $2.2M emplr
2022$20.9M · 216 accts · $2.3M emplr
Employer contributions to the The T. H. Rogers Lumber Company plan · 2024
Employer contribution per active participant$13,784
Median for plans this size$2,416
2024$13,784 per active participant
2023$15,406 per active participant
2022$16,576 per active participant

The T. H. Rogers Lumber Company's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$1 · 0.00%
2023$1 · 0.00%
2022$233 · 0.00%
Same employer
Similar plansRetail Trade · Oklahoma
Eskridge Auto Group, Inc. OK$27.7M · 0.23%
Name Brands, Inc. OK$25.0M · 0.01%
Pharmcare USA OK$23.1M · 0.31%
Fowler Holding Company, Inc OK$20.3M · 0.04%
J & D Acquisitions, Inc. OK$18.8M · 0.83%
Hudiburg Auto Group, Inc. OK$15.4M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 730427910 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.