Plan Ledger DOL Form 5500 · updated monthly

Barry-Wehmiller Companies, Inc.401(k)

BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Barry-Wehmiller Companies, Inc. reported $706,004 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. Employer contributions averaged $3,570 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 has held roughly steady near 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 32nd-largest of 1,393 plans among Missouri employers on file, and the 322nd of 13,661 in manufacturing. In 2024, employees put in $2.72 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,028,015,924
Participants with balances6,904
Active participants5,631
Employer contributions$20,104,151
Employee contributions$54,615,760
Employer contribution per active participant$3,570
Average account balance$148,901
Benefits paid to participants$95,328,449
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.0B · 6,904 accts · $20.1M emplr
2023$907.6M · 7,262 accts · $21.0M emplr
2022$803.9M · 7,280 accts · $18.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$663,379
Total administrative$706,004
The Barry-Wehmiller Companies, Inc. 401(k) match · 2024
Employer contribution per active participant$3,570
Median for plans this size$4,294
2024$3,570 per active participant
2023$3,537 per active participant
2022$3,092 per active participant

Barry-Wehmiller Companies, Inc.'s 2024 employer contribution ran below the $4,294 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$524,679
CREATIVE PLANNING · Consulting$114,000
ANDERS MINKLER HUBER & HELM LLP · Accounting / audit$24,700
CREATIVE PLANNING LLC · Investment advisory (participants)$11,985
SIGNATURE INVESTMENT ADVISORS · Investment advisory (participants)$10,830
FISHER INVESTMENTS · Investment advisory (participants)$7,632

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

Administrative cost history3
2024$706,004 · 0.07%
2023$614,095 · 0.07%
2022$663,992 · 0.08%
All plans at this employer2
BARRY-WEHMILLER COMPANIES' 401(K) RETIREMENT SAVINGS PLAN401(k)
BARRY-WEHMILLER COMPANIES' 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES401(k)
Same employer
Similar plansManufacturing · Missouri
Measurement Solutions MO$1.6B · 0.02%
Olin Corporation MO$1.5B · 0.08%
Post Holdings, Inc. MO$1.2B · 0.08%
Meh, Inc. MO$851.2M · 0.03%
Copeland, LP MO$657.7M · 0.08%
Nidec Motor Corporation MO$649.9M · 0.10%

Why are you looking at this plan?

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Source: U.S. Department of Labor, Form 5500 series, EIN 430172560 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.