Plan Ledger DOL Form 5500 · updated monthly

Casella Waste Systems, Inc.401(k)

CASELLA WASTE SYSTEMS 401(K) PLAN · RUTLAND, VT · plan year 2024

Reported admin expense ratio · 2024
0.21%

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

Casella Waste Systems, Inc. reported $307,262 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $1,153 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 0.23% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 10th-largest of 230 plans among Vermont employers on file, and the 116th of 2,534 in administrative & support services. In 2024, employees put in $3.77 for every $1.00 the employer contributed; active participation has grown from 2,721 to 3,616 since 2022.

Plan summary
Net assets, end of year$160,906,631
Participants with balances4,016
Active participants3,616
Employer contributions$4,170,405
Employee contributions$15,728,498
Employer contribution per active participant$1,153
Average account balance$40,066
Benefits paid to participants$17,019,027
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$160.9M · 4,016 accts · $4.2M emplr
2023$135.1M · 3,764 accts · $3.5M emplr
2022$101.4M · 2,979 accts · $2.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$307,262
Total administrative$307,262
The Casella Waste Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$1,153
Median for plans this size$3,635
2024$1,153 per active participant
2023$998 per active participant
2022$939 per active participant

Casella Waste Systems, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$307,262

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$307,262 · 0.21%
2023$251,764 · 0.21%
2022$242,591 · 0.23%
Same employer
Similar plansAdministrative & Support Services · Vermont
Williams Lea LLC WV$164.9M · 0.12%
Empower HR, LLC WI$157.0M · 0.80%
Dlh Holdings Corp. GA$156.8M · 0.21%
Virgin Pulse, Inc. RI$155.8M · 0.36%
Staffco of Brooklyn, LLC NY$154.7M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 030338873 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.