Plan Ledger DOL Form 5500 · updated monthly

Total Sweeteners, Inc.Profit-sharing plan

BATORY FOODS PROFIT SHARING PLAN · ROSEMONT, IL · plan year 2023

Reported admin expense ratio · 2023
0.13%

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

Total Sweeteners, Inc. reported $126,844 in plan administrative expenses for 2023: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,819 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 1 year on file its reported administrative ratio fell from 0.57% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other wholesale trade employers. By assets it is the 538th-largest of 3,702 plans among Illinois employers on file, and the 392nd of 4,246 in wholesale trade. In 2023, the employer put in $1.13 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$106,203,407
Participants with balances613
Active participants539
Employer contributions$2,058,640
Employee contributions$1,820,330
Employer contribution per active participant$3,819
Average account balance$173,252
Benefits paid to participants$8,373,336
Plan auditUnmodified (clean) audit opinion
AuditorLIPSCHULTZ, LEVIN & GRAY
Plan history2
Yearassets · accounts · employer contribution
2023$106.2M · 613 accts · $2.1M emplr
2022$92.0M · 431 accts · $2.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$111,844
Total administrative$126,844
Employer contributions to the Total Sweeteners, Inc. plan · 2023
Employer contribution per active participant$3,819
Median for plans this size$3,659
2023$3,819 per active participant
2022$5,726 per active participant

Total Sweeteners, Inc.'s 2023 employer contribution ran above the $3,659 median for plans its size. 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 · 20233
FIRST AMERICAN BANK · Investment advisory (plan) · Contract administrator$100,487
BATORY FOODS$15,000

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

Administrative cost history2
2023$126,844 · 0.13%
2022$483,590 · 0.57%
Same employer
Similar plansWholesale Trade · Illinois
Edward Don & Company IL$137.2M · 0.06%
Dmg Mori USA, Inc. IL$137.0M · 0.11%
Novaspect, Inc. IL$112.1M
Midland Paper Company IL$105.7M · 0.02%
Topco Associates, LLC IL$104.0M · 0.07%
Echo, Inc. IL$101.8M · 0.05%
A. M. Castle & Co. IL$101.5M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363005310 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.