401(k) Monitor

Ballard Employees' 401(k) Retirement Plan

Ballard Fish & Oyster Co., LLC · Cape Charles, VA · EIN 540131920 · Plan 001 · Form 5500 for plan year 2024

What Ballard Fish & Oyster Co put into the plan, per active participant

Not on this filing

The Form 5500 filing has no Schedule H, so the plan reports no contributions received.

Nothing is filled in from an average, from another year or from another plan.

Source: Form 5500 filing for the plan year ended December 31, 2024, received by the DOL May 27, 2025 · DOL EFAST2

What the plan cost, per participant

Not ranked

The Form 5500 filing has no Schedule H, so the plan reports no administrative expenses.

Participants at the start of plan year 2024

138

The plan reported 138 participants for plan year 2024, and no Schedule H financials are on file, so the filing states no contributions received and no plan-paid expenses.

401(k) Monitor Score

Not scored

This filing reports neither of the two amounts the score is built from, so it takes none.

Nothing is filled in from an average, from another year or from another plan, because a two-part score computed on one part is a different measure wearing the same name.

What the score would read, on a filing that carries both: Where this plan stands against plans of its size and industry on two amounts its Form 5500 reports: employer money in per active person, and plan-paid cost per person. It reads no match formula, no vesting schedule and no fund lineup, because a Form 5500 states none of them.

On this page: where the match terms are stated · what to check next · every figure on the filing · the plans this one is ranked against · service providers

The match and vesting terms, from a Form 11-K

The match formula and the vesting schedule are stated in a Form 11-K, which is filed only by employers whose plan holds company stock. A Form 5500 reports neither.

What Ballard Fish & Oyster Co puts in

Not in public filings for this employer

We have no SEC Form 11-K for this employer, and the Form 5500 this page is built from does not report match terms.

Two places state the terms in full: your plan’s Summary Plan Description, which your employer must provide on request, and your recordkeeper’s site, the one you log in to for your balance.

What you contribute to collect all of it

Not in public filings for this employer

The rate that collects the full match is part of the match formula, which a Form 5500 does not report.

Vesting score

Not scored

The vesting schedule is stated in a Form 11-K, and we have none for this employer.

A schedule this cannot read at whole-year anniversaries is left without a number rather than given a middle one.

The formula, the six-year window and a worked example

What the plan costs, against plans of its size

Not reported

The Form 5500 filing has no Schedule H, so the plan reports no administrative expenses.

What to check next

  • This filing reports no money at all

    There is no Schedule H on this filing, so it states neither contributions received nor fees paid. That is a filing rule about size and not a statement that nothing went in. Your own statement shows what reached your account.

  • Your own numbers are not on this page

    Every figure here is the whole plan for plan year 2024, taken from one filing and divided by headcounts. Your own contribution rate, your balance and the fees taken from your account are on your recordkeeper’s site. What you may put in during a year is set by the IRS and not by the plan: this year’s limits ↗.

Key figures

No Schedule H is on file for this year. Small plans filing under the 80–120 rule report no detailed financials. Nothing is shown because nothing was reported.

The plans this one is ranked against

Fees on this page are ranked against the 100–499 participant cohort, where the median plan pays $156.87 per participant. The sponsor files from Virginia, one of 1,765 plans on file there, at a median of $142.39 per participant. Its business code places the plan in agriculture and forestry, one of 655 on file, which run to a median of $114.70.

Plans of a similar size in Virginia

The plans nearest this one by participant count, out of 1,178 in its peer group. Cost per participant is each plan’s own Schedule H figure, and a filing that reported no administrative expenses says so instead of showing a zero.
PlanParticipantsCost per participant
Infectious Diseases Society Of America Retirement PlanInfectious Diseases Society Of America138$512.01
Anchor Health Properties 401(k) Retirement Savings PlanAhp Operations, L.L.C138$246.12
Altus Consulting Corporation 401(k) Profit Sharing Plan And TrustAltus Consulting Corporation137$605.37
Alliance Executive Search, LLC 401(k) Profit Sharing PlanAlliance Executive Search, LLC137$389.07

Service providers (Schedule C)

Not reported in filing. Plans with bundled or revenue-sharing arrangements often report no Schedule C provider compensation. Absence here is a reporting artifact, not a $0 cost.

Source

DatasetDOL EFAST2 Form 5500 bulk data (FOIA)
Form year2024
Filing ACK_ID20250527120424NAL0004015699001
Dataset last refreshedJuly 28, 2026

Bulk dataset at askebsa.dol.gov ↗ · Look up the filing on EFAST2 ↗

Filings lag by design: a plan can file up to 9½ months after its year ends, so this is the newest data on file. Why filings lag

Cite this page

401(k) Monitor, "Ballard Employees' 401(k) Retirement Plan: Form 5500 facts", from DOL EFAST2 filing 20250527120424NAL0004015699001, plan year ended December 31, 2024.