Plan Ledger DOL Form 5500 · updated monthly

Arjo Inc.401(k)

ARJO INC. 401(K) PLAN · ADDISON, IL · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Arjo Inc. reported $76,353 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4,294 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 0.04% to 0.07%. 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 513th-largest of 3,702 plans among Illinois employers on file, and the 1,746th of 13,661 in manufacturing. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$112,643,096
Participants with balances1,101
Active participants861
Employer contributions$3,697,131
Employee contributions$6,305,984
Employer contribution per active participant$4,294
Average account balance$102,310
Benefits paid to participants$16,047,934
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$112.6M · 1,101 accts · $3.7M emplr
2023$104.5M · 1,092 accts · $3.5M emplr
2022$93.4M · 1,062 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,610
Investment management$43,743
Total administrative$76,353
The Arjo Inc. 401(k) match · 2024
Employer contribution per active participant$4,294
Median for plans this size$3,635
2024$4,294 per active participant
2023$3,983 per active participant
2022$4,310 per active participant

Arjo Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size. 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 · 20242
JOHN HANCOCK · Recordkeeping · Loan processing$38,854
STIFEL, NICOLAUS & CO. INC · Investment advisory (plan)$37,500

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$76,353 · 0.07%
2023$27,871 · 0.03%
2022$41,044 · 0.04%
Same employer
Similar plansManufacturing · Illinois
Lanco International, Inc. IL$117.1M · 0.03%
Osi Industries, LLC IL$114.1M · 0.27%
Newly Weds Food, Inc. IL$111.3M · 0.07%
The Azek Group LLC IL$109.9M · 0.31%
Titan International, Inc. IL$108.5M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362999230 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.