Monson Fruit 401(k) match, vesting and fees
What Monson Fruit's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Oppenheimer | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 595 defined-contribution plans in agriculture, forestry, fishing and hunting with 100 to 499 participants.
| Monson Fruit: employer contribution per participant | $1,856 | |
| Peer median | $1,917 |
| Monson Fruit: average balance | $47,822 | |
| Peer median | $58,404 |
| Monson Fruit: admin expenses ÷ assets | 0.81% | |
| Peer median | 0.38% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.7M at the end of plan year 2021 to $6.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 684 | $6.8M | $265K | $1,856 | 0.81% | Not published | Form 5500 ↗ |
| 2023 | 798 | $6.1M | $285K | $2,129 | 0.83% | Not published | Form 5500 ↗ |
| 2022 | 609 | $5M | $310K | $2,283 | 0.86% | Not published | Form 5500 ↗ |
| 2021 | 590 | $6.7M | $290K | $2,016 | 0.78% | Not published | Form 5500 ↗ |
Common questions
Does Monson Fruit match 401(k) contributions?
The match terms for the Monson Fruit Co., Inc. 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $265K in employer contributions, about $1,856 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Monson Fruit 401(k) match vested?
The vesting schedule for the Monson Fruit Co., Inc. 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Monson Fruit 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Oppenheimer. The plan administrator is Monson Fruit Co., Inc..
I left Monson Fruit. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Monson Fruit Co., Inc., (509) 697-9175) or the recordkeeper, Oppenheimer. The Monson Fruit old 401(k) page lists the contacts from every plan filing. Find an old Monson Fruit 401(k)
Data from the public Form 5500 annual reports Monson Fruit filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Monson Fruit. Not financial advice. Report a correction · Methodology