Plan Ledger DOL Form 5500 · updated monthly

Whitaker Oil Company401(k)

THE WHITAKER COMPANY · ATLANTA, GA · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Whitaker Oil Company reported $3,382 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,773 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Georgia (1,165th of 2,160), and 2,752nd of 4,246 in wholesale trade. In 2022, employees put in $2.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,271,494
Participants with balances98
Active participants114
Employer contributions$202,131
Employee contributions$565,208
Employer contribution per active participant$1,773
Average account balance$115,015
Benefits paid to participants$215,939
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,382
Total administrative$3,382
The Whitaker Oil Company 401(k) match · 2022
Employer contribution per active participant$1,773
Median for plans this size$2,266

Whitaker Oil Company's 2022 employer contribution ran below the $2,266 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$3,382 · 0.03%
Same employer
Similar plansWholesale Trade · Georgia
Stewart Candy Company GA$12.2M · 0.57%
Peterbilt of Atlanta, LLC GA$12.1M · 0.12%
Heely-Brown Company, Inc. GA$11.0M · 0.35%
Mimaki USA, Inc. GA$10.5M · 0.17%
Surya Carpet, Inc. GA$10.4M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580704049 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.