Plan Ledger DOL Form 5500 · updated monthly

Western Forms, Inc.401(k)

WESTERN FORMS, INC. 401(K) PROFIT SHARING PLAN · KANSAS CITY, MO · plan year 2022

Reported admin expense ratio · 2022
0.53%

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

Western Forms, Inc. reported $37,688 in plan administrative expenses for 2022: 0.53% of average plan assets, above the peer median. Employer contributions averaged $1,541 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 manufacturing employers. By assets it is among the smaller plans on file in Missouri (1,004th of 1,393), and 10,445th of 13,661 in manufacturing. In 2022, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,453,696
Participants with balances85
Active participants87
Employer contributions$134,094
Employee contributions$350,293
Employer contribution per active participant$1,541
Average account balance$75,926
Benefits paid to participants$233,564
Plan auditUnmodified (clean) audit opinion
AuditorMARR AND COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,373
Investment management$29,315
Total administrative$37,688
The Western Forms, Inc. 401(k) match · 2022
Employer contribution per active participant$1,541
Median for plans this size$1,114

Western Forms, Inc.'s 2022 employer contribution ran above 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$37,688 · 0.53%
Similar plansManufacturing · Missouri
Schattdecor Inc. MO$6.8M · 0.66%
Cap America, Inc. MO$6.4M · 1.16%
Supply Logic, LLC MO$6.3M · 0.39%
Walker Products Inc. MO$6.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 440626366 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.