Plan Ledger DOL Form 5500 · updated monthly

Barclay Water Management, Inc.401(k)

BARCLAY WATER MANAGEMENT, INC. 401(K) PLAN · NEWTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.55%

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

Barclay Water Management, Inc. reported $69,448 in plan administrative expenses for 2024: 0.55% of average plan assets, higher than ~75% of peers. 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 2 years on file its reported administrative ratio rose from 0.03% to 0.55%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Massachusetts (1,643rd of 2,726), and 7,677th of 13,661 in manufacturing. active participation has grown from 163 to 192 since 2022.

Plan summary
Net assets, end of year$13,143,873
Participants with balances237
Active participants192
Employer contributions$0
Employee contributions$848,569
Employer contribution per active participant$0
Average account balance$55,459
Benefits paid to participants$1,293,905
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$13.1M · 237 accts
2023$11.9M · 222 accts
2022$9.8M · 201 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,448
Total administrative$69,448
The Barclay Water Management, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416

Barclay Water Management, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$2,979

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

Administrative cost history4
2025Not separately reported
2024$69,448 · 0.55%
2023$2,644 · 0.02%
2022$3,748 · 0.03%
Same employer
Similar plansManufacturing · Massachusetts
Hans Kissle Company, LLC MA$13.4M · 0.31%
Energy Sciences Inc. MA$13.1M · 0.92%
Cdf Corporation MA$13.1M · 0.28%
Ariston USA, LLC MA$13.0M · 0.51%
Lutco, Inc. MA$12.9M · 0.51%
Keystone Dental, Inc. MA$12.9M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042558176 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.