Plan Ledger DOL Form 5500 · updated monthly

Villa Park Orchards401(k)

VILLA PARK ORCHARDS 401(K) PLAN · FILLMORE, CA · plan year 2022

Reported admin expense ratio · 2022
0.64%

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

Villa Park Orchards reported $46,142 in plan administrative expenses for 2022: 0.64% of average plan assets, above the peer median. Employer contributions averaged $2,408 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 agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in California (6,455th of 9,483), and 569th of 945 in agriculture, forestry & fishing. In 2022, employees put in $1.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,625,235
Participants with balances96
Active participants92
Employer contributions$221,498
Employee contributions$279,237
Employer contribution per active participant$2,408
Average account balance$69,013
Benefits paid to participants$498,956
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$426
Total administrative$46,142
The Villa Park Orchards 401(k) match · 2022
Employer contribution per active participant$2,408
Median for plans this size$1,114

Villa Park Orchards's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$46,142 · 0.64%
Similar plansAgriculture, Forestry & Fishing · California
Greenheart Farms, Inc. CA$7.2M · 0.41%
Lmr Services LLC CA$7.0M · 0.52%
Sunridge Nurseries, Inc. CA$6.8M · 0.61%
Neil Bassetti Farms CA$6.8M · 0.06%
Norman's Nursery, Inc. CA$6.6M · 0.04%
Tasteful Selections, LLC CA$6.6M · 0.67%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951336090 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.