Plan Ledger DOL Form 5500 · updated monthly

Wilson Logistics, Inc.401(k)

WILSON LOGISTICS, INC. 401(K) PLAN · STRAFFORD, MO · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

Wilson Logistics, Inc. reported $30,050 in plan administrative expenses for 2022: 0.25% of average plan assets, below the peer median. Employer contributions averaged $263 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 fell from 0.25% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Missouri (913th of 1,393), and the 1,246th of 2,677 in transportation & warehousing. In 2022, employees put in $3.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$8,676,379
Participants with balances219
Active participants302
Employer contributions$79,378
Employee contributions$291,161
Employer contribution per active participant$263
Average account balance$39,618
Benefits paid to participants$5,237,405
Plan auditUnmodified (clean) audit opinion
AuditorKPM CPAS & ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$6.6M · 157 accts · $107K emplr
2023$6.8M · 188 accts · $84K emplr
2022$8.7M · 219 accts · $79K emplr
The Wilson Logistics, Inc. 401(k) match · 2022
Employer contribution per active participant$263
Median for plans this size$2,266
2024$461 per active participant
2023$391 per active participant
2022$263 per active participant

Wilson Logistics, Inc.'s 2022 employer contribution ran below the $2,266 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.

Recordkeeper by year2
2024ADP
2023Voya

This plan has changed recordkeepers within these filings. If you left Wilson Logistics, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$4,629 · 0.07%
2023$21,925 · 0.28%
2022$30,050 · 0.25%
Similar plansTransportation & Warehousing · Missouri
Wagner Industries, LLC MO$10.9M · 0.85%
Sunset Transportation, LLC MO$10.4M · 0.53%
Opies Transport, Inc. MO$7.7M · 0.59%
Scarbrough Group, Inc. MO$7.6M · 0.62%
Iwx Motor Freight, LLC MO$6.7M · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431912555 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.