Plan Ledger DOL Form 5500 · updated monthly

United Farm Workers of America401(k)

FARM WORKER MOVEMENT RETIREMENT PLAN · KEENE, CA · plan year 2022

Reported admin expense ratio · 2022
0.11%

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

United Farm Workers of America reported $4,049 in plan administrative expenses for 2022: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 other services employers. By assets it is among the smaller plans on file in California (7,656th of 9,483), and 2,587th of 3,341 in other services.

Plan summary
Net assets, end of year$3,398,115
Participants with balances71
Active participants505
Employer contributions$0
Employee contributions$248,990
Employer contribution per active participant$0
Average account balance$47,861
Benefits paid to participants$31,653
Plan auditUnmodified (clean) audit opinion
AuditorMENDEZ PETTY LLC
The United Farm Workers of America 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

United Farm Workers of America'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$4,049 · 0.11%
Similar plansOther Services · California
U.S. Pole Company, Inc. CA$3.6M · 0.45%
The Now Parent LLC CA$3.5M · 1.08%
Bay Photo, Inc. CA$3.4M · 0.43%
Survival Systems CA$3.3M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941448579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.