Plan Ledger DOL Form 5500 · updated monthly

Wilcox Machine401(k)

WILCOX MACHINE EMPLOYEES' 401(K) PROFIT SHARING RETIREMENT PLAN · BELL GARDENS, CA · plan year 2022

Reported admin expense ratio · 2022
0.74%

Wilcox Machine reported $47,915 in plan administrative expenses for 2022: 0.74% of average plan assets, above the peer median. 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 California (6,816th of 9,483), and 10,897th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$5,584,177
Participants with balances78
Active participants81
Employer contributions—
Employee contributions$286,679
Employer contribution per active participant—
Average account balance$71,592
Benefits paid to participants$950,431
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Investment management$29,359
Professional / advisory$18,556
Total administrative$47,915
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$47,915 · 0.74%
Similar plansManufacturing · California
Copan Diagnostics, Inc. CA$5.7M · 0.11%
One World Ventures, LLC CA$5.7M · 1.86%
Induspac California, Inc. CA$5.7M · 0.68%
Evans Manufacturing, LLC CA$5.6M · 0.84%
Genlabs CA$5.5M · 0.44%
Robar Enterprises, Inc. CA$5.5M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952114777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.