Plan Ledger DOL Form 5500 · updated monthly

Dow Hydraulic Systems401(k)

DOW HYDRAULIC SYSTEMS 401(K) PROFIT SHARING PLAN · POMONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Dow Hydraulic Systems reported $16,115 in plan administrative expenses for 2024: 0.19% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.14% to 0.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in California (5,778th of 9,483), and 3,263rd of 5,337 in construction.

Plan summary
Net assets, end of year$8,849,183
Participants with balances125
Active participants85
Employer contributions$0
Employee contributions$276,398
Employer contribution per active participant$0
Average account balance$70,793
Benefits paid to participants$1,319,398
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 125 accts
2023$8.4M · 118 accts
2022$7.1M · 164 accts
Administrative expenses, itemized · 2024
Investment management$16,115
Total administrative$16,115
The Dow Hydraulic Systems 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Dow Hydraulic Systems's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$16,115 · 0.19%
2023$13,925 · 0.18%
2022$10,545 · 0.14%
Similar plansConstruction · California
Linc Housing Corporation CA$9.2M · 0.40%
Homesite Services, Inc. CA$8.9M · 0.77%
Danco Builders CA$8.9M · 0.26%
Freedom Forever LLC CA$8.8M · 1.01%
Park Ventures, LLC CA$8.8M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952564523 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.