Plan Ledger DOL Form 5500 · updated monthly

Wespak, Inc.401(k)

WESPAK, INC. 401(K) PROFIT SHARING PLAN · DINUBA, CA · plan year 2022

Reported admin expense ratio · 2022
0.39%

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

Wespak, Inc. reported $11,774 in plan administrative expenses for 2022: 0.39% of average plan assets, below the peer median. Employer contributions averaged $583 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 (7,909th of 9,483), and 750th of 945 in agriculture, forestry & fishing. In 2022, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,880,414
Participants with balances31
Active participants125
Employer contributions$72,898
Employee contributions$202,779
Employer contribution per active participant$583
Average account balance$92,917
Benefits paid to participants$42,128
Plan auditUnmodified (clean) audit opinion
AuditorKIMBERLIN COMPANY
Administrative expenses, itemized · 2022
Investment management$11,774
Total administrative$11,774
The Wespak, Inc. 401(k) match · 2022
Employer contribution per active participant$583
Median for plans this size$1,114

Wespak, Inc.'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$11,774 · 0.39%
Similar plansAgriculture, Forestry & Fishing · California
Calplant 1 LLC CA$3.0M · 0.22%
J. Marchini & Son, Inc. CA$2.9M · 0.91%
National Pecan Company CA$2.9M · 0.46%
Gourmet Mushrooms, Inc. CA$2.9M · 0.97%
Matsui Nursery, Inc. CA$2.8M · 0.76%
Olam West Coast, Inc. CA$2.7M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455055120 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.