Plan Ledger DOL Form 5500 · updated monthly

Ashworth International, Inc.ESOP

ASHWORTH INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN · FALL RIVER, MA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Ashworth International, Inc. reported $2,415 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $16,776 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 0.04% to 0.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Massachusetts (1,900th of 2,726), and 564th of 786 in management of companies. active participation has shrunk from 127 to 113 since 2022.

Plan summary
Net assets, end of year$9,998,465
Participants with balances199
Active participants113
Employer contributions$1,895,707
Employee contributions—
Employer contribution per active participant$16,776
Average account balance$50,244
Benefits paid to participants$295,242
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 199 accts · $1.9M emplr
2023$6.9M · 203 accts · $1.8M emplr
2022$4.9M · 191 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,415
Total administrative$2,415
Employer contributions to the Ashworth International, Inc. plan · 2024
Employer contribution per active participant$16,776
Median for plans this size$1,313
2024$16,776 per active participant
2023$14,022 per active participant
2022$13,242 per active participant

Ashworth International, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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.

Administrative cost history3
2024$2,415 · 0.03%
2023$1,800 · 0.03%
2022$1,620 · 0.04%
Similar plansManagement of Companies · Massachusetts

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 364488912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.