Plan Ledger DOL Form 5500 · updated monthly

Ariens Company401(k)

ARIENS COMPANY RETIREMENT SAVINGS PLAN · BRILLION, WI · plan year 2024

Reported admin expense ratio · 2024
0.04%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Ariens Company reported $54,810 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $641 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.02% to 0.04%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 178th-largest of 1,936 plans among Wisconsin employers on file, and the 1,483rd of 13,661 in manufacturing. In 2024, employees put in $9.78 for every $1.00 the employer contributed; active participation has shrunk from 1,373 to 1,055 since 2022.

Plan summary
Net assets, end of year$141,143,787
Participants with balances1,655
Active participants1,055
Employer contributions$676,069
Employee contributions$6,609,555
Employer contribution per active participant$641
Average account balance$85,283
Benefits paid to participants$20,518,106
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI
Plan history3
Yearassets · accounts · employer contribution
2024$141.1M · 1,655 accts · $676K emplr
2023$136.1M · 2,204 accts · $2.3M emplr
2022$123.4M · 2,466 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Investment management$34,255
Total administrative$54,810
The Ariens Company 401(k) match · 2024
Employer contribution per active participant$641
Median for plans this size$3,635
2024$641 per active participant
2023$2,017 per active participant
2022$2,576 per active participant

Ariens Company's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ASSOCIATED TRUST COMPANY · Consulting$85,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$34,255
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$54,810 · 0.04%
2023Not separately reported
2022$19,798 · 0.02%
Same employer
Similar plansManufacturing · Wisconsin
Discovery Energy LLC WI$177.6M · 0.10%
Douglas Dynamics, L.L.C. WI$157.9M · 0.19%
Enerpac Tool Group Corp WI$149.2M · 0.04%
Brakebush Brothers, Inc. WI$134.7M · 0.25%
Standard Process Inc. WI$131.0M · 0.16%
Wis-Pak, Inc. WI$129.2M · 0.11%
Husco International, Inc. WI$128.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390135100 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.