Plan Ledger DOL Form 5500 · updated monthly

Tofu Patties, Inc.dba the Natural Grocery CompanyESOP

THE NATURAL GROCERY COMPANY EMPLOYEE STOCK OWNERSHIP PLAN · EL CERRITO, CA · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Tofu Patties, Inc.dba the Natural Grocery Company reported $30 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $8,468 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 0.000% to 0.000%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (5,513th of 9,483), and 2,661st of 5,215 in retail trade. active participation has grown from 99 to 111 since 2022.

Plan summary
Net assets, end of year$9,827,071
Participants with balances179
Active participants111
Employer contributions$940,000
Employee contributions—
Employer contribution per active participant$8,468
Average account balance$54,900
Benefits paid to participants$673,984
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.8M · 179 accts · $940K emplr
2023$9.0M · 178 accts · $560K emplr
2022$8.7M · 169 accts · $740K emplr
Employer contributions to the Tofu Patties, Inc.dba the Natural Grocery Company plan · 2024
Employer contribution per active participant$8,468
Median for plans this size$1,313
2024$8,468 per active participant
2023$5,333 per active participant
2022$7,475 per active participant

Tofu Patties, Inc.dba the Natural Grocery Company's 2024 employer contribution ran above the $1,313 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$30 · 0.00%
2023$30 · 0.00%
2022$30 · 0.00%
Similar plansRetail Trade · California
Kiwico, Inc. CA$9.9M · 0.18%
South Bay Ford CA$9.9M · 0.49%
Shift Technologies, Inc. CA$9.8M · 0.89%
My Chevrolet, Inc. CA$9.7M · 0.72%
Hassan & Sons, Inc. CA$9.6M · 1.23%
Entertainment Earth, LLC CA$9.6M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942970763 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.