Department of Labor filing

ELLIOTT OIL COMPANY

ELLIOTT OIL COMPANY 401(K) PROFIT SHARING PLAN · For the plan year ended Jul 31, 2025

Public filing 2024 · received Feb 24, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

69filing comparison
out of 100

The filing looks somewhat better than typical peers on the measures we can compare. This is a filing comparison, not a complete benefits score.

$Employer support

$5,013

Reported employer contributions per active participant.

Higher than about 98% of comparable plans

#People in the filing

134

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$327 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 2% of comparable plans

↗Investment performance

Not available

Plan assets changed 25.8%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202469out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions98th percentileTypical peer $780 · based on 40 comparable plans

Lower reported administrative expense2nd percentileTypical peer $97 · based on 41 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Jul 31, 2025, ELLIOTT OIL COMPANY reported $671,780 in employer contributions across the plan and 134 active participants. That works out to $5,013 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendDown 2.1%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 38.4%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context69/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $671,780
Participant contributions: $408,013
Other contributions: $1,042,721
Employer share of reported contributions: 62.2%
Beginning assets: $7,902,980
Ending assets: $9,938,598
Ending net assets: $9,938,598
Ending liabilities: Not reported
Total income: $2,917,860
Total expenses: $882,242
Administrative expenses: $42,550
Participant loans: Not reported

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$5,119

2023

$5,063

2024

$5,013

Plan-paid administrative expenses per participant

2022

$236

2023

$257

2024

$327

Active participants

2022

2023

2024

134

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$5,013	134	9.9M	20260224125603NAL0001975937001
2023	$5,063	93	7.9M	20250131083553NAL0003362496001
2022	$5,119	82	6.8M	20240206133450NAL0060432898001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: Not stated in the filing
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 420932748-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 1, 1981
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2T3D3H

Current plan terms

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Filing ACK_ID20260224125603NAL0001975937001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗