Plan Ledger DOL Form 5500 · updated monthly

Csw, Inc.401(k)

CSW, INC. 401(K) PROFIT SHARING PLAN · LUDLOW, MA · plan year 2023

Reported admin expense ratio · 2023
0.41%

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

Csw, Inc. reported $59,577 in plan administrative expenses for 2023: 0.41% of average plan assets, above the peer median. Employer contributions averaged $1,371 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 rose from 0.43% to 0.69%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Massachusetts (1,506th of 2,726), and the 6,801st of 13,661 in manufacturing. In 2023, employees put in $3.79 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,030,378
Participants with balances134
Active participants116
Employer contributions$159,044
Employee contributions$602,424
Employer contribution per active participant$1,371
Average account balance$119,630
Benefits paid to participants$748,550
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 123 accts · $136K emplr
2023$16.0M · 134 accts · $159K emplr
2022$13.0M · 130 accts · $145K emplr
The Csw, Inc. 401(k) match · 2023
Employer contribution per active participant$1,371
Median for plans this size$2,440
2024$1,222 per active participant
2023$1,371 per active participant
2022$1,242 per active participant

Csw, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$25,000
CSW INC$12,000
THE ANGELL PENSION GROUP, INC. · Contract administrator$2,500

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$106,948 · 0.69%
2023$59,577 · 0.41%
2022$54,278 · 0.43%
Same employer
Similar plansManufacturing · Massachusetts
Adcole LLC MA$16.2M · 0.03%
Pulpdent Corporation MA$16.2M · 0.02%
Syros Pharmaceuticals, Inc. MA$16.2M · 0.25%
Hazen Paper Company MA$16.1M · 0.17%
The Hilsinger Company MA$16.0M · 0.88%
Harpak-Ulma Packaging, LLC MA$16.0M · 0.34%
Microline Surgical, Inc. MA$15.8M · 0.04%
Nypro Inc MA$15.7M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042226585 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.