Plan Ledger DOL Form 5500 · updated monthly

Win-Dor, Inc401(k)

WIN-DOR, INC. 401K PROFIT SHARING PLAN · BREA, CA · plan year 2022

Reported admin expense ratio · 2022
0.31%

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

Win-Dor, Inc reported $19,869 in plan administrative expenses for 2022: 0.31% of average plan assets, below the peer median. Employer contributions averaged $3,800 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 1 year on file its reported administrative ratio rose from 0.31% to 0.52%. 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 (6,522nd of 9,483), and 10,473rd of 13,661 in manufacturing. In 2022, the employer put in $3.60 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,406,883
Participants with balances316
Active participants228
Employer contributions$866,306
Employee contributions$240,358
Employer contribution per active participant$3,800
Average account balance$20,275
Benefits paid to participants$93,828
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$6.2M · 242 accts · $107K emplr
2022$6.4M · 316 accts · $866K emplr
Administrative expenses, itemized · 2022
Investment management$19,869
Total administrative$19,869
The Win-Dor, Inc 401(k) match · 2022
Employer contribution per active participant$3,800
Median for plans this size$1,114
2023$525 per active participant
2022$3,800 per active participant

Win-Dor, Inc's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$32,787 · 0.52%
2022$19,869 · 0.31%
Similar plansManufacturing · California
Pacific Plastics, Inc. CA$6.5M · 0.13%
Magnetika, Inc. CA$6.5M · 0.10%
Vip Rubber Company, Inc CA$6.4M · 0.15%
Carter Duncan LP CA$6.4M · 0.49%
Intratek Computer, Inc. CA$6.4M · 0.71%
Wonder Ice Cream, Inc. CA$6.3M · 0.60%
Pacific Ship Repair CA$6.3M · 0.16%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330594844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.