Plan Ledger DOL Form 5500 · updated monthly

Dell Inc.401(k)

DELL INC. 401(K) PLAN · ROUND ROCK, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Dell Inc. reported $4,175,000 in plan administrative expenses for 2024: 0.03% of average plan assets, below the peer median. Employer contributions averaged $6,023 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 0.04% to 0.03%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 8th-largest of 5,688 plans among Texas employers on file, and the 22nd of 13,661 in manufacturing. In 2024, employees put in $2.59 for every $1.00 the employer contributed; active participation has shrunk from 45,642 to 36,668 since 2022.

Plan summary
Net assets, end of year$14,638,233,000
Participants with balances54,777
Active participants36,668
Employer contributions$220,851,000
Employee contributions$571,662,000
Employer contribution per active participant$6,023
Average account balance$267,233
Benefits paid to participants$1,561,482,000
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.6B · 54,777 accts · $220.9M emplr
2023$13.5B · 58,496 accts · $240.0M emplr
2022$11.8B · 62,009 accts · $259.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$773,000
Audit (IQPA)$243,000
Trustee / custodial$3,157,000
Total administrative$4,175,000
The Dell Inc. 401(k) match · 2024
Employer contribution per active participant$6,023
Median for plans this size$5,259
2024$6,023 per active participant
2023$5,872 per active participant
2022$5,688 per active participant

Dell Inc.'s 2024 employer contribution ran above the $5,259 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 · 20246
FINANCIAL ENGINES · Investment advisory (plan)$2,898,000
FIDELITY INV. INTS. OP. CO., INC. · Loan processing$773,000
PRICEWATERHOUSECOOPERS LLP · Accounting / audit$165,000
NORTH PIER SEARCH CONSULTING · Investment advisory (plan)$153,000
WILLIS TOWERS WATSON · Consulting$106,000
DELOITTE & TOUCHE LLP · Accounting / audit$78,000

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$4,175,000 · 0.03%
2023$4,313,000 · 0.03%
2022$5,473,000 · 0.04%
Same employer
Similar plansManufacturing · Texas
Caterpillar Inc. TX$23.0B · 0.04%
Shell USA, Inc. TX$11.5B · 0.07%
Hp Inc. TX$10.9B · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742487834 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.