Plan Ledger DOL Form 5500 · updated monthly

Case New Holland Industrial Inc.401(k)

CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN · RACINE, WI · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Case New Holland Industrial Inc. reported $925,122 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $7,847 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 0.05% to 0.04%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 13th-largest of 1,936 plans among Wisconsin employers on file, and the 147th of 13,661 in manufacturing. In 2024, employees put in $1.02 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,277,776,739
Participants with balances11,723
Active participants9,601
Employer contributions$75,334,464
Employee contributions$77,213,640
Employer contribution per active participant$7,847
Average account balance$194,300
Benefits paid to participants$308,036,321
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$2.3B · 11,723 accts · $75.3M emplr
2023$2.1B · 11,936 accts · $78.2M emplr
2022$1.8B · 11,098 accts · $62.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$407,934
Investment management$125,000
Audit (IQPA)$94,451
Total administrative$925,122
The Case New Holland Industrial Inc. 401(k) match · 2024
Employer contribution per active participant$7,847
Median for plans this size$5,259
2024$7,847 per active participant
2023$7,374 per active participant
2022$6,254 per active participant

Case New Holland Industrial Inc.'s 2024 employer contribution ran above the $5,259 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
FIDELITY INVESTMENTS · Loan processing$407,934
MMA SECURITIES LLC · Investment advisory (plan)$125,000
CROWE LLP · Accounting / audit$94,451
REINHART, BOERNER VANDEUREN S.C. · Legal$65,931
WILLIS TOWERS WATSON US LLC · Actuarial · Consulting$32,571

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$925,122 · 0.04%
2023$963,716 · 0.05%
2022$881,456 · 0.05%
All plans at this employer2
CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN401(k)
CNH INDUSTRIAL HOURLY PARTS DEPOTS RETIREMENT SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · Wisconsin
Schreiber Foods, Inc. WI$3.2B · 0.00%
Oshkosh Corporation WI$2.3B · 0.08%
Quad/Graphics, Inc. WI$2.1B · 0.06%
S.C. Johnson & Son, Inc. WI$1.7B · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391982756 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.