Plan Ledger DOL Form 5500 · updated monthly

Atrion, Inc.401(k)

ATRION, INC. 401(K) PLAN · EXETER, RI · plan year 2022

Reported admin expense ratio · 2022
0.43%

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

Atrion, Inc. reported $82,591 in plan administrative expenses for 2022: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,576 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is the 139th-largest of 286 plans among Rhode Island employers on file, and the 6,800th of 13,661 in manufacturing. In 2022, employees put in $7.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,031,132
Participants with balances156
Active participants82
Employer contributions$129,258
Employee contributions$907,997
Employer contribution per active participant$1,576
Average account balance$102,764
Benefits paid to participants$3,670,585
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$16.0M · 156 accts · $129K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$82,591
Total administrative$82,591
The Atrion, Inc. 401(k) match · 2022
Employer contribution per active participant$1,576
Median for plans this size$2,266

Atrion, Inc.'s 2022 employer contribution ran below the $2,266 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$82,591 · 0.43%
Similar plansManufacturing · Rhode Island
Atw Companies, Inc. RI$21.7M · 0.37%
Cooley, Incorporated RI$21.1M · 0.24%
Tri-Mack Plastics Mfg Corp RI$15.3M · 0.28%
F.A.F., Incorporated RI$13.2M · 0.00%
Nelipak Corporation RI$12.4M · 0.24%
Nfa Corporation RI$11.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 050431547 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.