Retirement plan

BURLINGTON WILBERT VAULT WORKS, INC. PROFIT SHARING PLAN

Name: BURLINGTON WILBERT VAULT WORKS, INC - BURLINGTON WILBERT VAULT WORKS, INC. PROFIT SHARING PLAN (2025) Form 5500
Creator: BURLINGTON WILBERT VAULT WORKS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, BURLINGTON WILBERT VAULT WORKS, INC. PROFIT SHARING PLAN, BURLINGTON WILBERT VAULT WORKS, INC

BURLINGTON WILBERT VAULT WORKS, INCEIN 42-0838234Plan #001PY 2025

2845 W MT PLEASANT ST - BURLINGTON, IA 52601319-752-7724LinkedIn1-10 employees

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$1.9M

+10.6% from 2024

Total participants

+6.7% from 2024

Average account balance

$128,611

+10.6% from 2024

Annual return

7.76%

-7.82 pp from 2024

Benchmarks

See 4,202 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort4,202 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.93M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$129K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$57K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+7.76%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1608

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$24K

$2010 / participant

Other / not subdivided$24K100.0%

% of EOY assets

1.250%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$128,611

$139,948-8.1%

$121,663+5.7%

$154,746-16.9%

Participation rate

91.7%

78.0%+13.7pp

74.5%+17.2pp

80.7%+11.0pp

Annual return

7.76%

230.52%-222.8pp

147.54%-139.8pp

172.34%-164.6pp

Employer contribution / active EE

$2,083

$3,521-40.8%

$3,020-31.0%

$4,379-52.4%

Participant deferral / active EE

$2,644

$5,629-53.0%

$4,887-45.9%

$6,730-60.7%

Admin fee / account holder

$1,608

$17,321-90.7%

$14,289-88.7%

$14,365-88.8%

BURLINGTON WILBERT VAULT WORKS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

BURLINGTON WILBERT VAULT WORKS, INC. PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion