Plan Ledger DOL Form 5500 · updated monthly

Wilson Trailer Company401(k)

WILSON TRAILER COMPANY RETIREMENT PLAN FOR OFFICE EMPLOYEES · SIOUX CITY, IA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Wilson Trailer Company reported $125,636 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $14,917 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 0.19% to 0.13%. 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 92nd-largest of 878 plans among Iowa employers on file, and the 1,896th of 13,661 in manufacturing. In 2024, the employer put in $2.60 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$100,959,552
Participants with balances286
Active participants254
Employer contributions$3,788,815
Employee contributions$1,458,980
Employer contribution per active participant$14,917
Average account balance$353,005
Benefits paid to participants$8,854,376
Plan auditUnmodified (clean) audit opinion
AuditorHENJES CONNER & WILLIAMS PC
Plan history3
Yearassets · accounts · employer contribution
2024$101.0M · 286 accts · $3.8M emplr
2023$93.9M · 303 accts · $3.9M emplr
2022$81.1M · 304 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,427
Investment management$95,509
Audit (IQPA)$9,700
Total administrative$125,636
The Wilson Trailer Company 401(k) match · 2024
Employer contribution per active participant$14,917
Median for plans this size$3,635
2024$14,917 per active participant
2023$14,137 per active participant
2022$12,769 per active participant

Wilson Trailer Company's 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping$20,427
INTELLICENTS INVESTMENT SOLUTIONS · Investment management$95,509
HENJES CONNER & WILLIAMS PC · Accounting / audit$9,700

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$125,636 · 0.13%
2023$134,103 · 0.15%
2022$172,228 · 0.19%
All plans at this employer3
WILSON TRAILER COMPANY RETIREMENT PLAN FOR OFFICE EMPLOYEES401(k)
WILSON TRAILER COMPANY RETIREMENT PLAN FOR PRODUCTION EMPLOYEES401(k)
WILSON TRAILER COMPANY RETIREMENT PLAN FOR S EMPLOYEES401(k)
Same employer
Similar plansManufacturing · Iowa
Roquette America, Inc. IA$140.2M · 0.14%
Chesterman Company IA$128.4M · 0.38%
V-T Industries, Inc. IA$110.6M · 0.11%
Efco Corp. IA$100.5M · 0.06%
Cpm Acquisition Corp. IA$96.6M · 0.24%
Sabre Industries, Inc. IA$93.4M · 0.28%
Kinze Manufacturing, Inc. IA$90.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 420603090 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.