Plan Ledger DOL Form 5500 · updated monthly

Balchem Corporation401(k)

BALCHEM 401(K) PLAN · MIDDLETOWN, NY · plan year 2025

Reported admin expense ratio · 2025
0.10%

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

Balchem Corporation reported $151,896 in plan administrative expenses for 2025: 0.10% of average plan assets, below the peer median. Employer contributions averaged $4,610 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 0.15% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 595th-largest of 5,648 plans among New York employers on file, and the 1,431st of 13,661 in manufacturing. In 2025, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$148,038,151
Participants with balances1,544
Active participants1,041
Employer contributions$4,798,629
Employee contributions$6,644,490
Employer contribution per active participant$4,610
Average account balance$95,880
Benefits paid to participants$16,577,245
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$148.0M · 1,544 accts · $4.8M emplr
2024$141.8M · 1,551 accts · $4.8M emplr
2023$132.0M · 1,438 accts · $4.4M emplr
2022$118.3M · 1,455 accts · $4.3M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$151,896
Total administrative$151,896
The Balchem Corporation 401(k) match · 2025
Employer contribution per active participant$4,610
Median for plans this size$4,093
2025$4,610 per active participant
2024$4,678 per active participant
2023$4,842 per active participant
2022$4,546 per active participant

Balchem Corporation's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Loan processing$151,896

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

Recordkeeper by year3
2025Empower
2024Empower
2023Prudential

This plan has changed recordkeepers within these filings. If you left Balchem Corporation before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$151,896 · 0.10%
2024$178,955 · 0.13%
2023$198,535 · 0.16%
2022$199,396 · 0.15%
Same employer
Similar plansManufacturing · New York
Schott Corporation NY$172.9M · 0.09%
Icc Industries Inc. NY$169.4M · 0.02%
Kodak Alaris Inc. NY$168.4M · 0.05%
Plug Power Inc. NY$154.5M · 0.25%
Cutco Corporation NY$146.5M · 0.16%
Nice-Pak Products, Inc. NY$142.9M · 0.16%
Sumitomo Rubber USA, LLC NY$140.2M · 0.22%
Inficon Inc. NY$136.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 132578432 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.