Plan Ledger DOL Form 5500 · updated monthly

Chart Industries, Inc.401(k)

CHART INDUSTRIES, INC. 401(K) INVESTMENT AND SAVINGS PLAN · BALL GROUND, GA · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Chart Industries, Inc. reported $88,587 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,304 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 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 90th-largest of 2,160 plans among Georgia employers on file, and the 649th of 13,661 in manufacturing. In 2024, employees put in $1.86 for every $1.00 the employer contributed; active participation has grown from 2,615 to 3,630 since 2022.

Plan summary
Net assets, end of year$428,251,936
Participants with balances4,586
Active participants3,630
Employer contributions$11,991,807
Employee contributions$22,315,303
Employer contribution per active participant$3,304
Average account balance$93,382
Benefits paid to participants$52,620,839
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$428.3M · 4,586 accts · $12.0M emplr
2023$327.0M · 3,673 accts · $8.5M emplr
2022$286.0M · 3,546 accts · $6.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$87,147
Total administrative$88,587
The Chart Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$3,304
Median for plans this size$4,294
2024$3,304 per active participant
2023$2,928 per active participant
2022$2,466 per active participant

Chart Industries, Inc.'s 2024 employer contribution ran below the $4,294 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 · 20244
EMPOWER ANNUITY INSURANCE COMPANY O · Recordkeeping · Loan processing$87,147
RAYMOND JAMES · Investment advisory (plan)$65,000
BDO USA, LLP · Accounting / audit$33,056
QDRO CONSULTANTS COMPANY, LLC · Consulting$1,000

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

Recordkeeper by year2
2024Empower
2023Empower

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$88,587 · 0.02%
2023$128,850 · 0.04%
2022$152,438 · 0.05%
Same employer
Similar plansManufacturing · Georgia
Rheem Manufacturing Company GA$469.1M · 0.17%
Printpack, Inc. GA$460.6M · 0.15%
Valmet Inc. GA$431.6M · 0.06%
Fieldcore Service, Inc. GA$388.5M · 0.07%
Bway Corporation GA$357.0M · 0.19%
The William Carter Company GA$318.0M · 0.18%
Avanos Medical, Inc. GA$310.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341712937 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.