Plan Ledger DOL Form 5500 · updated monthly

Whitetail Disposal, Inc401(k)

WHITETAIL DISPOSAL, INC 401(K) PLAN · PERKIOMENVILLE, PA · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Whitetail Disposal, Inc reported $551 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $800 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.

Across the 2 years on file its reported administrative ratio rose from 0.04% to 0.17%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Pennsylvania (3,372nd of 3,651), and 1,974th of 2,534 in administrative & support services. In 2023, employees put in $2.07 for every $1.00 the employer contributed; active participation has grown from 216 to 278 since 2022.

Plan summary
Net assets, end of year$1,878,258
Participants with balances144
Active participants278
Employer contributions$222,503
Employee contributions$459,985
Employer contribution per active participant$800
Average account balance$13,043
Benefits paid to participants$266,888
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 138 accts · $158K emplr
2023$1.9M · 144 accts · $223K emplr
2022$1.2M · 106 accts · $199K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$551
Total administrative$551
The Whitetail Disposal, Inc 401(k) match · 2023
Employer contribution per active participant$800
Median for plans this size$1,308
2024$519 per active participant
2023$800 per active participant
2022$920 per active participant

Whitetail Disposal, Inc's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$3,088 · 0.17%
2023$551 · 0.04%
2022$400 · 0.04%
Similar plansAdministrative & Support Services · Pennsylvania
Jfc Temps, Inc. PA$1.9M · 0.38%
Creditsafe USA Inc. PA$1.7M · 1.33%
Gage Enterprises, Inc. PA$1.3M · 1.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 263671326 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.