Plan Ledger DOL Form 5500 · updated monthly

Western Livestock Reporter401(k)

WESTERN LIVESTOCK REPORTER 401(K) PLAN · BILLINGS, MT · plan year 2022

Reported admin expense ratio · 2022
0.47%

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

Western Livestock Reporter reported $9,440 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. Employer contributions averaged $521 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 Montana (207th of 229), and 808th of 945 in agriculture, forestry & fishing. In 2022, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,963,880
Participants with balances87
Active participants111
Employer contributions$57,844
Employee contributions$144,272
Employer contribution per active participant$521
Average account balance$22,573
Benefits paid to participants$52,466
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Professional / advisory$9,440
Total administrative$9,440
The Western Livestock Reporter 401(k) match · 2022
Employer contribution per active participant$521
Median for plans this size$1,114

Western Livestock Reporter'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$9,440 · 0.47%
Similar plansAgriculture, Forestry & Fishing · Montana
Mountain View Co-Op MT$11.9M · 0.38%
Worldwide Primates, Inc. FL$2.0M · 0.31%
Apet, Inc. IL$2.0M · 0.68%
True Leaf LLC UT$2.0M · 1.40%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810246159 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.