Plan Ledger DOL Form 5500 · updated monthly

W. L. Halsey Grocery Co., Inc. (D/B/A Food Service401(k)

HALSEY GROCERY 401(K) PLAN · MADISON, AL · plan year 2022

Reported admin expense ratio · 2022
0.30%

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

W. L. Halsey Grocery Co., Inc. (D/B/A Food Service reported $20,791 in plan administrative expenses for 2022: 0.30% of average plan assets, below the peer median. Employer contributions averaged $887 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 retail trade employers. By assets it is among the smaller plans on file in Alabama (558th of 902), and 3,321st of 5,215 in retail trade. In 2022, employees put in $2.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,692,327
Participants with balances75
Active participants153
Employer contributions$135,713
Employee contributions$381,877
Employer contribution per active participant$887
Average account balance$89,231
Benefits paid to participants$57,885
Plan auditUnmodified (clean) audit opinion
The W. L. Halsey Grocery Co., Inc. (D/B/A Food Service 401(k) match · 2022
Employer contribution per active participant$887
Median for plans this size$1,114

W. L. Halsey Grocery Co., Inc. (D/B/A Food Service'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.

Administrative cost history1
2022$20,791 · 0.30%
Similar plansRetail Trade · Alabama
Bondy's Ford, Inc. AL$7.5M · 0.85%
Factory Connection, LLC AL$7.0M · 0.03%
Commentsold, LLC AL$6.4M · 0.76%
Rausch & Pausch, LP AL$5.8M · 0.65%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 680092300 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.