Plan Ledger DOL Form 5500 · updated monthly

Atrion Corporation401(k)

ATRION CORPORATION 401(K) SAVINGS PLAN · ALLEN, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Atrion Corporation reported $177,072 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,611 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 0.05% to 0.29%. 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 911th-largest of 5,688 plans among Texas employers on file, and the 2,677th of 13,661 in manufacturing. In 2024, employees put in $2.94 for every $1.00 the employer contributed; active participation has shrunk from 725 to 649 since 2022.

Plan summary
Net assets, end of year$63,002,866
Participants with balances757
Active participants649
Employer contributions$1,045,368
Employee contributions$3,075,410
Employer contribution per active participant$1,611
Average account balance$83,227
Benefits paid to participants$6,881,067
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.0M · 757 accts · $1.0M emplr
2023$59.1M · 794 accts · $1.1M emplr
2022$53.1M · 781 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,108
Audit (IQPA)$16,650
Total administrative$177,072
The Atrion Corporation 401(k) match · 2024
Employer contribution per active participant$1,611
Median for plans this size$3,635
2024$1,611 per active participant
2023$1,454 per active participant
2022$1,402 per active participant

Atrion Corporation'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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$39,108
RAYMOND JAMES FINANCIAL SERVICE ADV · Consulting$40,000
HM&M GROUP, LLC · Accounting / audit$16,650

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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

Administrative cost history3
2024$177,072 · 0.29%
2023$171,142 · 0.31%
2022$30,938 · 0.05%
Same employer
Similar plansManufacturing · Texas
Vopak North America Inc. TX$65.6M · 0.14%
Tymco, Inc. TX$64.7M · 0.11%
Methanex Services US LLC TX$63.3M · 0.09%
Ricetec, Inc. TX$58.1M · 0.15%
Prince Minerals LLC TX$57.9M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630821819 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.