Plan Ledger DOL Form 5500 · updated monthly

Young's, Inc. dba Young's Commercial Transfer401(k)

YOUNG'S COMMERCIAL TRANSFER 401(K) PLAN · PORTERVILLE, CA · plan year 2022

Reported admin expense ratio · 2022
0.56%

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

Young's, Inc. dba Young's Commercial Transfer reported $22,100 in plan administrative expenses for 2022: 0.56% of average plan assets, above the peer median. Employer contributions averaged $1,892 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 California (7,225th of 9,483), and 1,729th of 2,677 in transportation & warehousing. In 2022, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,407,127
Participants with balances66
Active participants103
Employer contributions$194,921
Employee contributions$422,585
Employer contribution per active participant$1,892
Average account balance$66,775
Benefits paid to participants$127,991
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,775
Total administrative$22,100
The Young's, Inc. dba Young's Commercial Transfer 401(k) match · 2022
Employer contribution per active participant$1,892
Median for plans this size$1,114

Young's, Inc. dba Young's Commercial Transfer's 2022 employer contribution ran above 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$22,100 · 0.56%
Similar plansTransportation & Warehousing · California
Reeve Trucking Company CA$4.7M · 0.62%
Cofiroute USA, LLC CA$4.6M · 0.04%
Mhx, LLC CA$4.4M · 0.90%
Win IT America Inc CA$4.0M · 1.09%
Ajr Trucking, Inc. CA$3.9M · 1.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 923454173 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.