Department of Labor filing

WITTE BROTHERS EXCHANGE, INC.

WITTE BROTHERS EXCHANGE, INC. 401K PROFIT SHARING PLAN · For the plan year ended Jun 30, 2025

Public filing 2024 · received Feb 23, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

16filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$433

Reported employer contributions per active participant.

Higher than about 19% of comparable plans

#People in the filing

273

Active participants reported for 2024.

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

¢Visible plan-paid fees

$307 / participant

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

Lower cost than about 10% of comparable plans

↗Investment performance

Not available

Plan assets changed 18.3%, 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 · 202416out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions19th percentileTypical peer $1,027 · based on 354 comparable plans

Lower reported administrative expense10th percentileTypical peer $132 · based on 372 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 Jun 30, 2025, WITTE BROTHERS EXCHANGE, INC. reported $118,084 in employer contributions across the plan and 273 active participants. That works out to $433 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 proxy97%

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 12.2%

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

Expense trendUp 46.7%

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

Peer context16/100

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: $118,084
Participant contributions: $687,658
Other contributions: $159,094
Employer share of reported contributions: 14.7%
Beginning assets: $9,101,499
Ending assets: $10,762,725
Ending net assets: $10,742,319
Ending liabilities: $20,406
Total income: $2,227,586
Total expenses: $563,507
Administrative expenses: $67,552
Participant loans: $118,540

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

$493

2023

$525

2024

$433

Plan-paid administrative expenses per participant

2022

$209

2023

$242

2024

$307

Active participants

2022

243

2023

209

2024

273

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$433	273	10.8M	20260223105822NAL0001161760001
2023	$525	209	9.1M	20250409132709NAL0022242209001
2022	$493	243	8.2M	20240412124909NAL0001394451001

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: 1.1%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 430715605-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Apr 1, 1992
Industry: Transportation and warehousing
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2J2K2F2G3D2T

Current plan terms

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Filing ACK_ID20260223105822NAL0001161760001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗