Plan Ledger DOL Form 5500 · updated monthly

Xtra Oil CompanyProfit-sharing plan

XTRA OIL COMPANY PROFIT SHARING PLAN · ALAMEDA, CA · plan year 2022

Reported admin expense ratio · 2022
0.01%

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

Xtra Oil Company reported $45 in plan administrative expenses for 2022: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 rose from 0.01% to 1.00%. The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (9,022nd of 9,483), and 5,045th of 5,215 in retail trade.

Plan summary
Net assets, end of year$610,592
Participants with balances241
Active participants66
Employer contributions$0
Employee contributions$0
Employer contribution per active participant$0
Average account balance$2,534
Benefits paid to participants$26,222
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$568K · 239 accts
2023$609K · 241 accts
2022$611K · 241 accts
Employer contributions to the Xtra Oil Company plan · 2022
Employer contribution per active participant$0
Median for plans this size$331

Xtra Oil Company's 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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 history3
2024$5,870 · 1.00%
2023$4,125 · 0.68%
2022$45 · 0.01%
Similar plansRetail Trade · California
Db Coffee Fresno CA$652K · 0.76%
Mitsuwa Corporation CA$651K · 1.29%
The Perfect Workout, Inc. CA$607K · 2.73%
Young La CA$517K · 0.40%
Bear Flag Fish Co. CA$503K · 0.61%
Choura Events CA$368K · 1.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942187649 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.