Plan Ledger DOL Form 5500 · updated monthly

Walpole Outdoors401(k)

WALPOLE OUTDOORS LLC RETIREMENT SAVINGS PLAN · NORWOOD, MA · plan year 2023

Reported admin expense ratio · 2023
0.50%

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

Walpole Outdoors reported $48,837 in plan administrative expenses for 2023: 0.50% of average plan assets, below the peer median. Employer contributions averaged $1,416 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 0.10% to 0.32%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Massachusetts (1,853rd of 2,726), and 8,533rd of 13,661 in manufacturing. In 2023, employees put in $2.75 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,589,194
Participants with balances267
Active participants221
Employer contributions$313,018
Employee contributions$861,666
Employer contribution per active participant$1,416
Average account balance$39,660
Benefits paid to participants$903,531
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 232 accts · $236K emplr
2023$10.6M · 267 accts · $313K emplr
2022$9.0M · 231 accts · $220K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$31,607
Investment management$17,230
Total administrative$48,837
The Walpole Outdoors 401(k) match · 2023
Employer contribution per active participant$1,416
Median for plans this size$1,308
2024$1,179 per active participant
2023$1,416 per active participant
2022$952 per active participant

Walpole Outdoors's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PCS RETIREMENT LLC · Loan processing$31,607
NEWSQUARE CAPITAL LLC · Investment advisory (plan)$17,230

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$31,680 · 0.32%
2023$48,837 · 0.50%
2022$11,671 · 0.10%
Same employer
Similar plansManufacturing · Massachusetts
Gp&C Operations LLC. MA$10.8M · 0.45%
Transom Post Opco, LLC MA$10.7M · 0.77%
Mercury Wire Products, Inc. MA$10.6M · 0.47%
Polycarbon Industries, Inc. MA$10.6M · 0.03%
Lyn Lad Group, LTD MA$10.6M · 0.33%
Crrc Ma Corporation MA$10.6M · 0.03%
Slade Gorton & Co., Inc. MA$10.3M · 0.25%
Epec, LLC MA$10.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472556626 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.