Plan Ledger DOL Form 5500 · updated monthly

Brookville Equipment Corporation401(k)

BROOKVILLE EQUIPMENT CORPORATION 401(K) PLAN · BROOKVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Brookville Equipment Corporation reported $65,649 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. Employer contributions averaged $1,266 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 0.27% to 0.40%. 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 the 1,684th-largest of 3,651 plans among Pennsylvania employers on file, and the 6,504th of 13,661 in manufacturing. In 2024, employees put in $4.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$17,297,825
Participants with balances244
Active participants197
Employer contributions$249,465
Employee contributions$997,641
Employer contribution per active participant$1,266
Average account balance$70,893
Benefits paid to participants$1,807,027
Plan auditUnmodified (clean) audit opinion
AuditorHILL BARTH AND KING LLC
Plan history3
Yearassets · accounts · employer contribution
2024$17.3M · 244 accts · $249K emplr
2023$15.6M · 225 accts · $231K emplr
2022$12.8M · 227 accts · $199K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,709
Investment management$36,940
Total administrative$65,649
The Brookville Equipment Corporation 401(k) match · 2024
Employer contribution per active participant$1,266
Median for plans this size$2,416
2024$1,266 per active participant
2023$974 per active participant
2022$982 per active participant

Brookville Equipment Corporation'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 · 20242
MCKINLEY CARTER WEALTH SERVICES, IN · Investment advisory (plan)$36,940

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$65,649 · 0.40%
2023$43,445 · 0.31%
2022$37,075 · 0.27%
Same employer
Similar plansManufacturing · Pennsylvania
Brodart Co. PA$17.8M · 0.55%
Accutrex Products, Inc. PA$17.6M · 0.19%
Accuride Erie, L.P. PA$17.3M · 0.29%
Polytek Development Corp. PA$17.3M · 0.41%
Anro Inc. PA$17.2M · 0.42%
Channellock, Inc. PA$17.0M · 0.24%
Yuasa Battery, Inc. PA$16.9M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251259897 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.