Plan Ledger DOL Form 5500 · updated monthly

Datex-Ohmeda, Inc.401(k)

INSTRUMENTARIUM SAVINGS INVESTMENT PLAN · CHICAGO, IL · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Datex-Ohmeda, Inc. reported $57,490 in plan administrative expenses for 2023: 0.07% of average plan assets, below the peer median. Employer contributions averaged $1,310 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 has held roughly steady near 0.066%. 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 603rd-largest of 3,702 plans among Illinois employers on file, and the 2,012th of 13,661 in manufacturing. In 2023, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$92,148,598
Participants with balances696
Active participants471
Employer contributions$617,217
Employee contributions$978,865
Employer contribution per active participant$1,310
Average account balance$132,397
Benefits paid to participants$9,086,077
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $522K emplr
2023$92.1M · 696 accts · $617K emplr
2022$81.9M · 734 accts · $658K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$53,989
Total administrative$57,490
The Datex-Ohmeda, Inc. 401(k) match · 2023
Employer contribution per active participant$1,310
Median for plans this size$3,659
2023$1,310 per active participant
2022$1,306 per active participant

Datex-Ohmeda, Inc.'s 2023 employer contribution ran below the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ASCENSUS, LLC · Recordkeeping · Loan processing$53,989

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

Recordkeeper by year2
2024Ascensus
2023Ascensus

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Administrative cost history3
2024Not separately reported
2023$57,490 · 0.07%
2022$67,440 · 0.07%
Same employer
Similar plansManufacturing · Illinois
Methode Electronics, Inc. IL$97.6M · 0.07%
Ach Food Companies, Inc. IL$96.6M · 0.12%
Voyant Beauty, LLC IL$95.4M · 0.26%
Fuchs Lubricants Co. IL$91.8M · 0.02%
SG360 IL$88.9M · 0.21%
Scholle Corporation IL$87.2M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223029570 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.