Plan Ledger DOL Form 5500 · updated monthly

Woody Bogler Trucking Company401(k)

WOODY BOGLER TRUCKING COMPANY 401(K) PLAN · GERALD, MO · plan year 2022

Reported admin expense ratio · 2022
0.96%

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

Woody Bogler Trucking Company reported $19,215 in plan administrative expenses for 2022: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $803 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Missouri (1,275th of 1,393), and 2,144th of 2,677 in transportation & warehousing. In 2022, employees put in $2.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,834,692
Participants with balances81
Active participants155
Employer contributions$124,518
Employee contributions$263,422
Employer contribution per active participant$803
Average account balance$22,651
Benefits paid to participants$336,641
Plan auditUnmodified (clean) audit opinion
AuditorCONNOR ASH P.C.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$19,215
Total administrative$19,215
The Woody Bogler Trucking Company 401(k) match · 2022
Employer contribution per active participant$803
Median for plans this size$1,114

Woody Bogler Trucking Company's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$19,215 · 0.96%
Same employer
Similar plansTransportation & Warehousing · Missouri
Climate Express, Inc. MO$2.1M · 1.24%
Associated Couriers, Inc. MO$1.9M · 0.15%
Waller Truck, Co., Inc. MO$1.8M · 0.47%
Davidson Logistics, Inc. MO$1.4M · 1.13%
Trailiner Corporation MO$1.4M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431766178 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.