Plan Ledger DOL Form 5500 · updated monthly

Wilson Tool International, Inc.Profit-sharing plan

WILSON TOOL INTERNATIONAL, INC. PROFIT SHARING PLAN · WHITE BEAR LAKE, MN · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Wilson Tool International, Inc. reported $14,357 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,277 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 0.06% to 0.01%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 201st-largest of 1,918 plans among Minnesota employers on file, and the 1,418th of 13,661 in manufacturing. In 2024, the employer put in $1.37 for every $1.00 employees contributed themselves; active participation has grown from 540 to 663 since 2022.

Plan summary
Net assets, end of year$149,580,110
Participants with balances747
Active participants663
Employer contributions$4,161,932
Employee contributions$3,030,526
Employer contribution per active participant$6,277
Average account balance$200,241
Benefits paid to participants$15,457,860
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$149.6M · 747 accts · $4.2M emplr
2023$138.1M · 725 accts · $4.5M emplr
2022$120.5M · 705 accts · $4.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,014
Investment management$343
Total administrative$14,357
Employer contributions to the Wilson Tool International, Inc. plan · 2024
Employer contribution per active participant$6,277
Median for plans this size$3,635
2024$6,277 per active participant
2023$8,274 per active participant
2022$9,131 per active participant

Wilson Tool International, Inc.'s 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$14,012

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$14,357 · 0.01%
2023$85,264 · 0.07%
2022$85,460 · 0.06%
Same employer
Similar plansManufacturing · Minnesota
Stratasys, Inc. MN$179.0M
Cantel Medical LLC MN$178.7M · 0.07%
Cirrus Design Corporation MN$162.2M · 0.08%
Polar Semiconductor, LLC MN$148.7M · 0.07%
Buhler Inc. MN$147.0M · 0.01%
Cambria Company LLC MN$144.9M · 0.06%
Digi International, Inc. MN$143.1M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410952774 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.