Plan Ledger DOL Form 5500 · updated monthly

White Oak Transportation, Inc.401(k)

WHITE OAK TRANSPORTATION 401(K) PLAN · DECATUR, AL · plan year 2022

Reported admin expense ratio · 2022
0.10%

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

White Oak Transportation, Inc. reported $2,035 in plan administrative expenses for 2022: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $927 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 transportation & warehousing employers. By assets it is among the smaller plans on file in Alabama (806th of 902), and 2,132nd of 2,677 in transportation & warehousing. In 2022, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,910,129
Participants with balances89
Active participants200
Employer contributions$185,475
Employee contributions$215,899
Employer contribution per active participant$927
Average account balance$21,462
Benefits paid to participants$249,334
Plan auditUnmodified (clean) audit opinion
AuditorWARREN AVERETT CPA & ADVISORS
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$2,035
Total administrative$2,035
The White Oak Transportation, Inc. 401(k) match · 2022
Employer contribution per active participant$927
Median for plans this size$1,114

White Oak Transportation, 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$2,035 · 0.10%
Same employer
Similar plansTransportation & Warehousing · Alabama
Blg Logistics, Inc. AL$2.2M · 0.22%
Evergreen Transport LLC AL$1.9M · 0.02%
Benny Whitehead, Inc AL$1.4M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631223451 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.