Plan Ledger DOL Form 5500 · updated monthly

Westbrook Sales and Distributing CorporationESOP

WESTBROOK SALES AND DISTRIBUTING CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.00%

Westbrook Sales and Distributing Corporation reported $100 in plan administrative expenses for 2022: 0.00% of average plan assets, lower than ~75% of peers. 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 0.000% to 0.001%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other manufacturing employers. By assets it is the 595th-largest of 5,688 plans among Texas employers on file, and the 1,760th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$111,401,589
Participants with balances275
Active participants0
Employer contributions$522,375
Employee contributions—
Employer contribution per active participant—
Average account balance$405,097
Benefits paid to participants$3,913,714
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.1M
2023$22.1M · 278 accts
2022$111.4M · 275 accts · $522K emplr
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 history3
2024$100 · 0.00%
2023$100 · 0.00%
2022$100 · 0.00%
All plans at this employer2
WESTBROOK 401(K) PLAN401(k)
WESTBROOK SALES AND DISTRIBUTING CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansManufacturing · Texas
Deer Park Refining, LP TX$118.2M · 0.05%
Kaneka North America, LLC TX$114.2M · 0.16%
Houston Refining LP TX$110.1M · 0.07%
Bray International, Inc. TX$109.7M · 0.26%
Ichor Systems, Inc. TX$108.3M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741712129 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.