Plan Ledger DOL Form 5500 · updated monthly

Bodycote Imt, Inc.401(k)

THE BODYCOTE INTERNATIONAL, INC. RETIREMENT PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Bodycote Imt, Inc. reported $310,029 in plan administrative expenses for 2024: 0.23% of average plan assets, above the peer median. Employer contributions averaged $3,642 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 fell from 0.25% to 0.23%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 496th-largest of 5,688 plans among Texas employers on file, and the 1,492nd of 13,661 in manufacturing. In 2024, employees put in $1.58 for every $1.00 the employer contributed; active participation has shrunk from 1,358 to 1,020 since 2022.

Plan summary
Net assets, end of year$140,098,615
Participants with balances1,936
Active participants1,020
Employer contributions$3,714,735
Employee contributions$5,886,890
Employer contribution per active participant$3,642
Average account balance$72,365
Benefits paid to participants$17,882,866
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$140.1M · 1,936 accts · $3.7M emplr
2023$131.4M · 2,077 accts · $3.7M emplr
2022$114.2M · 2,044 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$183,424
Investment management$126,605
Total administrative$310,029
The Bodycote Imt, Inc. 401(k) match · 2024
Employer contribution per active participant$3,642
Median for plans this size$3,635
2024$3,642 per active participant
2023$3,365 per active participant
2022$2,576 per active participant

Bodycote Imt, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$182,764
FINANCIAL ENGINES · Investment advisory (participants)$88,020
EDELMAN FINANCIAL ENGINES LLC · Investment advisory (participants)$19,980
MERCER · Investment advisory (participants)$18,605
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$310,029 · 0.23%
2023$279,680 · 0.23%
2022$323,748 · 0.25%
Similar plansManufacturing · Texas
Azz Inc. TX$157.2M · 0.29%
Daisy Brand LLC TX$155.2M · 0.18%
Orthofix Inc. TX$152.6M · 0.09%
Acme Building Brands, Inc. TX$145.8M · 0.30%
Diodes, Inc. TX$127.5M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042438005 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.