Plan Ledger DOL Form 5500 · updated monthly

Dmg Mori USA, Inc.401(k)

DMG MORI 401(K) & PROFIT SHARING PLAN · HOFFMAN ESTATES, IL · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Dmg Mori USA, Inc. reported $140,409 in plan administrative expenses for 2024: 0.11% of average plan assets, below the peer median. Employer contributions averaged $4,388 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 0.07% to 0.11%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 445th-largest of 3,702 plans among Illinois employers on file, and the 325th of 4,246 in wholesale trade. In 2024, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$136,971,477
Participants with balances1,155
Active participants914
Employer contributions$4,010,380
Employee contributions$9,324,703
Employer contribution per active participant$4,388
Average account balance$118,590
Benefits paid to participants$15,622,385
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$137.0M · 1,155 accts · $4.0M emplr
2023$121.5M · 1,141 accts · $3.8M emplr
2022$97.6M · 1,128 accts · $3.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$83,826
Investment management$56,583
Total administrative$140,409
The Dmg Mori USA, Inc. 401(k) match · 2024
Employer contribution per active participant$4,388
Median for plans this size$3,635
2024$4,388 per active participant
2023$4,362 per active participant
2022$4,152 per active participant

Dmg Mori USA, 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$83,826
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$56,583

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$140,409 · 0.11%
2023$122,000 · 0.11%
2022$77,178 · 0.07%
Same employer
Similar plansWholesale Trade · Illinois
Sts Operating, Inc. IL$167.5M · 0.06%
Pt Holdings, LLC IL$157.0M · 0.25%
Maui Jim, Inc. IL$144.5M · 0.07%
Edward Don & Company IL$137.2M · 0.06%
Novaspect, Inc. IL$112.1M
Total Sweeteners, Inc. IL$106.2M · 0.13%
Midland Paper Company IL$105.7M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751891263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.