Plan Ledger DOL Form 5500 · updated monthly

Valu Merchandisers Company401(k)

VALU MERCHANDISERS COMPANY RESTATED 41(K) PLAN · KANSAS CITY, KS · plan year 2022

Reported admin expense ratio · 2022
0.39%

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

Valu Merchandisers Company reported $26,651 in plan administrative expenses for 2022: 0.39% of average plan assets, below the peer median. Employer contributions averaged $1,051 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 rose from 0.39% to 0.59%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Kansas (621st of 828), and 3,509th of 4,246 in wholesale trade. In 2022, employees put in $1.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,952,314
Participants with balances497
Active participants389
Employer contributions$408,993
Employee contributions$510,740
Employer contribution per active participant$1,051
Average account balance$11,976
Benefits paid to participants$673,037
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.6M · 92 accts · $25K emplr
2023$4.9M · 274 accts · $260K emplr
2022$6.0M · 497 accts · $409K emplr
The Valu Merchandisers Company 401(k) match · 2022
Employer contribution per active participant$1,051
Median for plans this size$1,114
2024$487 per active participant
2023$1,035 per active participant
2022$1,051 per active participant

Valu Merchandisers Company's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$19,231 · 0.59%
2023$18,485 · 0.34%
2022$26,651 · 0.39%
Similar plansWholesale Trade · Kansas
Hub, Inc. KS$7.0M · 0.51%
Redwood Trading, LLC KS$6.5M · 0.55%
Blish-Mize Co. KS$5.3M · 0.43%
Craneworks, Inc. KS$4.3M · 0.24%
Cz-Usa KS$4.0M · 0.06%
Arrow Acquisition LLC KS$3.8M · 0.64%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 481141124 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.