Department of Labor filing

SIEMER MILLING COMPANY

SIEMER MILLING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · For the plan year ended May 31, 2025

Public filing 2024 · received Feb 4, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

70filing 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

$11,756

Reported employer contributions per active participant.

Higher than about 99% of comparable plans

#People in the filing

187

Active participants reported for 2024.

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

¢Visible plan-paid fees

$512 / 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 6.4%, 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 · 202470out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions99th percentileTypical peer $1,858 · based on 574 comparable plans

Lower reported administrative expense2nd percentileTypical peer $136 · based on 586 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 May 31, 2025, SIEMER MILLING COMPANY reported $2,198,460 in employer contributions across the plan and 187 active participants. That works out to $11,756 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 proxy88%

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 trendUp 152.6%

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

Expense trendDown 9.5%

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

Peer context70/100

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: $2,198,460
Participant contributions: $1,305,768
Other contributions: $156,613
Employer share of reported contributions: 62.7%
Beginning assets: $80,307,112
Ending assets: $85,481,924
Ending net assets: $73,649,662
Ending liabilities: $11,832,262
Total income: $11,727,653
Total expenses: $16,952,766
Administrative expenses: $104,485
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

$4,654

2023

$5,862

2024

$11,756

Plan-paid administrative expenses per participant

2022

$566

2023

$516

2024

$512

Active participants

2022

166

2023

167

2024

187

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$11,756	187	85.5M	20260204112834NAL0003815473001
2023	$5,862	167	80.3M	20250130130350NAL0001392992001
2022	$4,654	166	80.2M	20240131163516NAL0024713793001

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: 370789904-003

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jan 1, 2000
Industry: Manufacturing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2I2J2K2O2T3I

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
PRINCIPAL LIFE INSURANCE COMPANY	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260204112834NAL0003815473001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗