Plan Ledger DOL Form 5500 · updated monthly

Avery Dennison Corporation401(k) + ESOP (KSOP)

AVERY DENNISON CORPORATION EMPLOYEE SAVINGS PLAN · MENTOR, OH · plan year 2025

Reported admin expense ratio · 2025
0.06%

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

Avery Dennison Corporation reported $850,431 in plan administrative expenses for 2025: 0.06% of average plan assets, above the peer median. Employer contributions averaged $0 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 3 years on file its reported administrative ratio fell from 0.07% to 0.06%. The plan sits in the over $1B size bracket, benchmarked here against 141 comparable plans and shown alongside other manufacturing employers. By assets it is the 36th-largest of 3,295 plans among Ohio employers on file, and the 224th of 13,661 in manufacturing. active participation has grown from 4,892 to 6,156 since 2022.

Plan summary
Net assets, end of year$1,494,061,641
Participants with balances8,703
Active participants6,156
Employer contributions$0
Employee contributions$60,166,395
Employer contribution per active participant$0
Average account balance$171,672
Benefits paid to participants$147,680,696
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history4
Yearassets · accounts · employer contribution
2025$1.5B · 8,703 accts
2024$1.4B · 8,620 accts
2023$1.3B · 8,647 accts
2022$1.1B · 7,482 accts
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$543,450
Investment management$108,608
Total administrative$850,431
The Avery Dennison Corporation 401(k) match · 2025
Employer contribution per active participant$0
Median for plans this size$5,084

Avery Dennison Corporation's 2025 employer contribution ran below the $5,084 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$550,276
LATHAM WATKINS LLP · Legal$139,848
AON HEWITT INVESTMENT CONSULTINGINC · Investment management · Legal$58,525

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

Administrative cost history4
2025$850,431 · 0.06%
2024$854,270 · 0.06%
2023$817,642 · 0.07%
2022$802,625 · 0.07%
Same employer
Similar plansManufacturing · Ohio
Garland Industries, Inc OH$2.0B · 0.00%
Rpm International Inc. OH$1.6B · 0.05%
The Lubrizol Corporation OH$1.5B · 0.05%
The J.M. Smucker Company OH$1.5B · 0.03%
Transdigm Inc. OH$1.5B · 0.04%
The Timken Company OH$1.4B · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 951492269 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.