Plan Ledger DOL Form 5500 · updated monthly

Batesville Tool & Die, Inc.401(k)

BATESVILLE TOOL & DIE, INC. EMPLOYEES' RETIREMENT SAVINGS PLAN · BATESVILLE, IN · plan year 2023

Reported admin expense ratio · 2023
0.12%

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

Batesville Tool & Die, Inc. reported $32,801 in plan administrative expenses for 2023: 0.12% of average plan assets, below the peer median. Employer contributions averaged $495 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 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 420th-largest of 1,562 plans among Indiana employers on file, and the 4,381st of 13,661 in manufacturing. In 2023, employees put in $5.11 for every $1.00 the employer contributed; active participation has grown from 384 to 543 since 2021.

Plan summary
Net assets, end of year$30,976,348
Participants with balances539
Active participants543
Employer contributions$268,958
Employee contributions$1,373,782
Employer contribution per active participant$495
Average account balance$57,470
Benefits paid to participants$3,021,321
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2023$31.0M · 539 accts · $269K emplr
2022$26.0M · 457 accts · $244K emplr
2021$23.7M · 375 accts · $189K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,191
Investment management$26,610
Total administrative$32,801
The Batesville Tool & Die, Inc. 401(k) match · 2023
Employer contribution per active participant$495
Median for plans this size$2,440
2023$495 per active participant
2022$429 per active participant
2021$493 per active participant

Batesville Tool & Die, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$26,610
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,291

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

Administrative cost history3
2023$32,801 · 0.12%
2022$36,814 · 0.15%
2021$31,191 · 0.11%
Same employer
Similar plansManufacturing · Indiana
Kem Krest Corporation IN$32.2M · 0.49%
Elsa LLC IN$32.2M · 0.06%
Novae Corporation IN$31.7M · 0.64%
Harlan Foods, Inc. IN$31.6M · 0.55%
Metal Powder Products, LLC IN$30.2M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351444312 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.