Plan Ledger DOL Form 5500 · updated monthly

Datalogic USA, Inc.401(k)

DATALOGIC 401(K) PLAN · EUGENE, OR · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Datalogic USA, Inc. reported $257,838 in plan administrative expenses for 2023: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,958 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 0.28% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 110th-largest of 1,021 plans among Oregon employers on file, and the 1,991st of 13,661 in manufacturing. In 2023, employees put in $2.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$94,281,399
Participants with balances695
Active participants445
Employer contributions$1,316,100
Employee contributions$3,751,089
Employer contribution per active participant$2,958
Average account balance$135,657
Benefits paid to participants$8,774,007
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$86.3M · 546 accts · $1.2M emplr
2023$94.3M · 695 accts · $1.3M emplr
2022$84.1M · 710 accts · $1.3M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$47,630
Investment management$7,421
Total administrative$257,838
The Datalogic USA, Inc. 401(k) match · 2023
Employer contribution per active participant$2,958
Median for plans this size$3,659
2024$3,506 per active participant
2023$2,958 per active participant
2022$2,918 per active participant

Datalogic USA, Inc.'s 2023 employer contribution ran below the $3,659 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 · 20233
MERCER INVESTMENTS, LLC · Consulting · Insurance services$202,787
EMPOWER ADVISORY GROUP, LLC · Investment management$7,421

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$265,354 · 0.29%
2023$257,838 · 0.29%
2022$254,966 · 0.28%
Same employer
Similar plansManufacturing · Oregon
Leupold & Stevens, Inc. OR$147.1M · 0.11%
United States Bakery OR$106.9M · 0.20%
Stimson Lumber Company OR$99.5M · 0.08%
Vigor Industrial LLC OR$74.4M · 0.17%
Membrane Holdings LLC OR$66.7M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 160969362 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.