Plan Ledger DOL Form 5500 · updated monthly

Utility Trailer Manufacturing CompanyProfit-sharing plan

THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES · CITY OF INDUSTRY, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Utility Trailer Manufacturing Company reported $532,805 in plan administrative expenses for 2024: 0.12% of average plan assets, above the peer median. Employer contributions averaged $14,530 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 0.14% to 0.12%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 296th-largest of 9,483 plans among California employers on file, and the 635th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$443,572,428
Participants with balances3,225
Active participants2,832
Employer contributions$41,147,943
Employee contributions—
Employer contribution per active participant$14,530
Average account balance$137,542
Benefits paid to participants$53,434,392
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$443.6M · 3,225 accts · $41.1M emplr
2023$419.5M · 3,566 accts · $77.2M emplr
2022$335.8M · 3,478 accts · $52.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,000
Investment management$452,840
Trustee / custodial$47,965
Total administrative$532,805
Employer contributions to the Utility Trailer Manufacturing Company plan · 2024
Employer contribution per active participant$14,530
Median for plans this size$4,294
2024$14,530 per active participant
2023$24,206 per active participant
2022$16,672 per active participant

Utility Trailer Manufacturing Company's 2024 employer contribution ran above the $4,294 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.

Service providers · 20244
FUTUREPLAN · Recordkeeping · Pension consulting$32,000
ALLIANCE BERNSTEIN$402,522
STATE STREET GLOBAL$52,818
PRINCIPAL TRUST COMPANY · Trustee$47,301

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

Recordkeeper by year2
2024FUTUREPLAN
2023FUTUREPLAN

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$532,805 · 0.12%
2023$484,879 · 0.13%
2022$480,662 · 0.14%
Same employer
Similar plansManufacturing · California
Crowdstrike, Inc. CA$481.2M · 0.03%
Advantest America, Inc. CA$450.2M · 0.01%
Dexcom Inc CA$448.9M
Xperi Inc. CA$387.6M · 0.03%
Jazz Pharmaceuticals, Inc. CA$373.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330264055 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.