Plan Ledger DOL Form 5500 · updated monthly

Burckhardt Compression (US) Inc.401(k)

BURCKHARDT COMPRESSION US INC. RETIREMENT SAVINGS PLAN · WALLER, TX · plan year 2023

Reported admin expense ratio · 2023
0.12%

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

Burckhardt Compression (US) Inc. reported $10,710 in plan administrative expenses for 2023: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,972 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 1 year on file its reported administrative ratio rose from 0.12% to 0.14%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other manufacturing employers. By assets it is the 2,449th-largest of 5,688 plans among Texas employers on file, and 7,150th of 13,661 in manufacturing. In 2023, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,785,021
Participants with balances270
Active participants206
Employer contributions$612,173
Employee contributions$958,966
Employer contribution per active participant$2,972
Average account balance$54,759
Benefits paid to participants$1,576,038
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$14.7M · 246 accts · $650K emplr
2023$14.8M · 270 accts · $612K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$3,348
Investment management$7,362
Total administrative$10,710
The Burckhardt Compression (US) Inc. 401(k) match · 2023
Employer contribution per active participant$2,972
Median for plans this size$1,308
2024$4,814 per active participant
2023$2,972 per active participant

Burckhardt Compression (US) Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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)$7,362
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$3,686

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

Administrative cost history2
2024$21,040 · 0.14%
2023$10,710 · 0.12%
Similar plansManufacturing · Texas
Micropac Industries Inc. TX$15.1M · 0.44%
Allied Management Inc. TX$15.1M · 0.27%
Sunny Sky Products, LLC TX$15.0M · 0.81%
Empower Clinic Services LLC TX$14.9M · 0.91%
Rigid Global Buildings LLC TX$14.7M · 0.04%
American Innovations, LTD. TX$14.6M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481255789 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.