Plan Ledger DOL Form 5500 · updated monthly

Waggoner Construction, Inc.401(k)

WAGGONER CONSTRUCTION, INC. RETIREMENT PLAN · EAST BERLIN, PA · plan year 2022

Reported admin expense ratio · 2022
0.69%

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

Waggoner Construction, Inc. reported $23,346 in plan administrative expenses for 2022: 0.69% of average plan assets, above the peer median. Employer contributions averaged $20 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 construction employers. By assets it is among the smaller plans on file in Pennsylvania (3,209th of 3,651), and 4,578th of 5,337 in construction. In 2022, employees put in $106.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,826,537
Participants with balances99
Active participants149
Employer contributions$3,050
Employee contributions$326,256
Employer contribution per active participant$20
Average account balance$28,551
Benefits paid to participants$428,950
Plan auditUnmodified (clean) audit opinion
AuditorSMITH ELLIOTT KEARNS & COMPANY, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$23,346
Total administrative$23,346
The Waggoner Construction, Inc. 401(k) match · 2022
Employer contribution per active participant$20
Median for plans this size$1,114

Waggoner Construction, Inc.'s 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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$23,346 · 0.69%
Same employer
Similar plansConstruction · Pennsylvania
Wilkinson Homes, LLC PA$2.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204454466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.