Plan Ledger DOL Form 5500 · updated monthly

Woodman's Food Market, Inc.ESOP

WOODMAN'S EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP PLAN · JANESVILLE, WI · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Woodman's Food Market, Inc. reported $187,519 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,542 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 0.04% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other retail trade employers. By assets it is the 50th-largest of 1,936 plans among Wisconsin employers on file, and the 90th of 5,215 in retail trade. active participation has grown from 2,317 to 2,609 since 2022.

Plan summary
Net assets, end of year$710,468,535
Participants with balances3,285
Active participants2,609
Employer contributions$11,849,976
Employee contributions—
Employer contribution per active participant$4,542
Average account balance$216,277
Benefits paid to participants$85,565,674
Plan auditUnmodified (clean) audit opinion
AuditorVRAKAS CPAS + ADVISORS
Plan history3
Yearassets · accounts · employer contribution
2024$710.5M · 3,285 accts · $11.8M emplr
2023$629.1M · 3,162 accts · $16.8M emplr
2022$569.1M · 3,048 accts · $26.9M emplr
Employer contributions to the Woodman's Food Market, Inc. plan · 2024
Employer contribution per active participant$4,542
Median for plans this size$4,294
2024$4,542 per active participant
2023$6,949 per active participant
2022$11,601 per active participant

Woodman's Food Market, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20246
BLUE RIDGE ASSOCIATES · Contract administrator$125,528
ENTERPRISE SERVICES, INC. · Valuation$27,500
VRAKAS CPAS & ADVISORS · Accounting / audit$16,000
ESOP PARTNERS, LLC$9,472
REINHART$4,204
RSM MCGLADREY BUSINESS SOLUTIONS · Contract administrator$4,148

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$187,519 · 0.03%
2023$153,413 · 0.03%
2022$232,790 · 0.04%
Same employer
Similar plansRetail Trade · Wisconsin
Kohl's Inc. WI$2.3B
Kwik Trip, Inc. WI$1.1B · 0.17%
Lands' End, Inc. WI$430.2M · 0.10%
Menard, Inc. WI$282.0M · 0.24%
Blain Supply, Inc. WI$209.5M · 0.16%
Colony Brands, Inc. WI$186.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390887447 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.