Retirement plan

ARNOLD OIL COMPANY OF AUSTIN, INC. PROFIT SHARING AND 401(K) PLAN

Name: ARNOLD OIL COMPANY OF AUSTIN, INC. - ARNOLD OIL COMPANY OF AUSTIN, INC. PROFIT SHARING AND 401(K) PLAN (2025) Form 5500
Creator: ARNOLD OIL COMPANY OF AUSTIN, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARNOLD OIL COMPANY OF AUSTIN, INC. PROFIT SHARING AND 401(K) PLAN, ARNOLD OIL COMPANY OF AUSTIN, INC.

ARNOLD OIL COMPANY OF AUSTIN, INC.EIN 74-2230687Plan #001PY 2025

5909 BURLESON ROAD - AUSTIN, TX 787440000512-476-2401LinkedIn201-500 employeescomputer software

Prospect flagsHigh feesLow participationLow participant contribution

How to read this page

Total assets (EOY)

$6.2M

+11.0% from 2024

Total participants

309

-1.3% from 2024

Average account balance

$107,389

+20.6% from 2024

Annual return

12.65%

-11.28 pp from 2024

Benchmarks

See 167 peers

Peer group

Industry42 - Wholesale Trade

Plan typeDefined contribution

Participants250-999

Cohort167 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$6.23M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

19.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$207K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$682

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

+12.65%

Not enough data

1 years with return on file

Admin fee / account holder

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

$5532

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

3 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$321K

$1059 / participant

Other / not subdivided$321K100.0%

% of EOY assets

5.151%

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

$107,389

$119,272-10.0%

$161,149-33.4%

$71,012+51.2%

Participation rate

17.2%

73.6%-56.5pp

78.8%-61.7pp

58.6%-41.4pp

Annual return

12.65%

16.11%-3.5pp

21.16%-8.5pp

37.67%-25.0pp

Employer contribution / active EE

$2,894-100.0%

$4,360-100.0%

$2,348-100.0%

Participant deferral / active EE

$682

$4,117-83.4%

$6,153-88.9%

$3,246-79.0%

Admin fee / account holder

$5,532

$1,020+442.6%

$15,194-63.6%

$1,167+374.0%

ARNOLD OIL COMPANY OF AUSTIN, INC. PROFIT SHARING AND 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARNOLD OIL COMPANY OF AUSTIN, INC. PROFIT SHARING AND 401(K) 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