Plan Ledger DOL Form 5500 · updated monthly

Delaval Inc.401(k)

DELAVAL INC. RETIREMENT SAVINGS PLAN · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Delaval Inc. reported $102,193 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $4,168 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 0.04% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 225th-largest of 1,393 plans among Missouri employers on file, and the 2,213th of 13,661 in manufacturing. In 2024, employees put in $1.95 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$81,799,493
Participants with balances513
Active participants323
Employer contributions$1,346,182
Employee contributions$2,627,207
Employer contribution per active participant$4,168
Average account balance$159,453
Benefits paid to participants$10,616,349
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$81.8M · 513 accts · $1.3M emplr
2023$76.8M · 538 accts · $2.0M emplr
2022$67.4M · 553 accts · $2.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$29,240
Investment management$10,763
Audit (IQPA)$12,190
Total administrative$102,193
The Delaval Inc. 401(k) match · 2024
Employer contribution per active participant$4,168
Median for plans this size$3,635
2024$4,168 per active participant
2023$5,975 per active participant
2022$5,763 per active participant

Delaval 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 · 20244
GALLAGHER BENEFIT SERVICES, INC · Consulting$50,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$29,240
RUBIN BROWN · Accounting / audit$12,190
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$10,763

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$102,193 · 0.13%
2023$111,929 · 0.16%
2022$29,016 · 0.04%
All plans at this employer2
DELAVAL INC. RETIREMENT SAVINGS PLAN401(k)
DELAVAL DAIRY SERVICES RETIREMENT PLAN401(k)
Same employer
Similar plansManufacturing · Missouri
Emprise Group, Inc. MO$85.4M · 0.15%
Curium US LLC MO$85.1M · 0.17%
Milbank Manufacturing Co. MO$85.1M · 0.18%
Ab Mauri Food Inc. MO$77.7M · 0.23%
Mark Andy, Inc. MO$75.4M · 0.15%
Pretium Packaging LLC MO$74.9M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222734539 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.