Plan Ledger DOL Form 5500 · updated monthly

Van's Aircraft, Inc.ESOP

VAN'S AIRCRAFT, INC. EMPLOYEE STOCK OWNERSHIP PLAN · AURORA, OR · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Van's Aircraft, Inc. reported $22,494 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,970 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 rose from 0.19% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Oregon (574th of 1,021), and 9,060th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$9,391,870
Participants with balances137
Active participants116
Employer contributions$228,529
Employee contributions—
Employer contribution per active participant$1,970
Average account balance$68,554
Benefits paid to participants$3,481,518
Plan auditUnmodified (clean) audit opinion
AuditorCLIFTON LARSEN ALLEN LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $374K emplr
2023$7.4M · 153 accts · $215K emplr
2022$9.4M · 137 accts · $229K emplr
Employer contributions to the Van's Aircraft, Inc. plan · 2022
Employer contribution per active participant$1,970
Median for plans this size$2,266
2023$2,147 per active participant
2022$1,970 per active participant

Van's Aircraft, Inc.'s 2022 employer contribution ran below the $2,266 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.

Administrative cost history3
2024Not separately reported
2023$25,000 · 0.30%
2022$22,494 · 0.19%
Same employer
Similar plansManufacturing · Oregon
Met One Instruments, Inc. OR$9.7M · 0.36%
Scenic Fruit Company OR$9.2M · 0.51%
Bullseye Glass Co. OR$9.0M · 0.42%
Journal Graphics, Inc. OR$8.9M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930937693 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.