Plan Ledger DOL Form 5500 · updated monthly

Arthrex, Inc.401(k)

ARTHREX 401(K) RETIREMENT SAVINGS PLAN · NAPLES, FL · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Arthrex, Inc. reported $258,824 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $4,432 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 fell from 0.07% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other other services employers. By assets it is the 81st-largest of 3,644 plans among Florida employers on file, and the 23rd of 3,341 in other services. In 2024, employees put in $1.62 for every $1.00 the employer contributed; active participation has grown from 4,339 to 6,028 since 2022.

Plan summary
Net assets, end of year$540,071,279
Participants with balances6,533
Active participants6,028
Employer contributions$26,718,883
Employee contributions$43,406,205
Employer contribution per active participant$4,432
Average account balance$82,668
Benefits paid to participants$32,134,972
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$540.1M · 6,533 accts · $26.7M emplr
2023$436.8M · 5,885 accts · $22.6M emplr
2022$339.5M · 4,832 accts · $18.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$258,824
Total administrative$258,824
The Arthrex, Inc. 401(k) match · 2024
Employer contribution per active participant$4,432
Median for plans this size$4,294
2024$4,432 per active participant
2023$4,330 per active participant
2022$4,267 per active participant

Arthrex, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20241

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$258,824 · 0.05%
2023$267,179 · 0.07%
2022$258,354 · 0.07%
Same employer
Similar plansOther Services · Florida
The Cna Corporation VA$601.3M · 0.03%
Unifirst Corporation MA$554.2M · 0.16%
Acce Benefit Trust VA$539.1M · 0.33%
Noblis, Inc. VA$533.2M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061121728 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.