Plan Ledger DOL Form 5500 · updated monthly

Casio America, Inc.401(k)

CASIO AMERICA, INC. INCENTIVE SAVINGS RETIREMENT PLAN · DOVER, NJ · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Casio America, Inc. reported $800 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,249 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 3 years on file its reported administrative ratio has held roughly steady near 0.001%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 463rd-largest of 2,419 plans among New Jersey employers on file, and the 601st of 4,246 in wholesale trade. In 2024, employees put in $1.86 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$69,784,216
Participants with balances239
Active participants151
Employer contributions$792,537
Employee contributions$1,475,057
Employer contribution per active participant$5,249
Average account balance$291,984
Benefits paid to participants$8,997,716
Plan auditUnmodified (clean) audit opinion
AuditorKSR CPAS LLC
Plan history3
Yearassets · accounts · employer contribution
2024$69.8M · 239 accts · $793K emplr
2023$67.7M · 251 accts · $760K emplr
2022$63.5M · 252 accts · $781K emplr
The Casio America, Inc. 401(k) match · 2024
Employer contribution per active participant$5,249
Median for plans this size$3,635
2024$5,249 per active participant
2023$5,069 per active participant
2022$5,240 per active participant

Casio America, 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 · 20241
THE VANGUARD GROUP, INC. · Recordkeeping · Trustee (directed)$1,320

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$800 · 0.00%
2023$800 · 0.00%
2022$780 · 0.00%
Same employer
Similar plansWholesale Trade · New Jersey
Gusmer Enterprises, Inc. NJ$74.9M · 0.10%
Stephen Gould Corporation NJ$74.5M · 0.11%
Proximo Spirits Inc. NJ$72.0M · 0.11%
Delta Galil USA, Inc. NJ$64.4M · 0.43%
Safilo USA, Inc. NJ$61.6M · 0.24%
Porky Products, Inc. NJ$60.7M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112215214 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.