Plan Ledger DOL Form 5500 · updated monthly

Dx Holding Co., Inc.401(k)

DX HOLDING COMPANY INC PREFERRED SAVINGS & PROFIT SHARING PLAN · HOUSTON, TX · plan year 2023

Reported admin expense ratio · 2023
0.09%

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

Dx Holding Co., Inc. reported $27,981 in plan administrative expenses for 2023: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,767 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 0.12% to 0.05%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,504th-largest of 5,688 plans among Texas employers on file, and the 4,365th of 13,661 in manufacturing. In 2023, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,099,928
Participants with balances344
Active participants267
Employer contributions$1,272,682
Employee contributions$1,479,772
Employer contribution per active participant$4,767
Average account balance$90,407
Benefits paid to participants$7,019,355
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.1M · 341 accts · $217K emplr
2023$31.1M · 344 accts · $1.3M emplr
2022$29.1M · 339 accts · $226K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,885
Investment management$22,096
Total administrative$27,981
The Dx Holding Co., Inc. 401(k) match · 2023
Employer contribution per active participant$4,767
Median for plans this size$2,440
2024$833 per active participant
2023$4,767 per active participant
2022$862 per active participant

Dx Holding Co., Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size, placing it in the top 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 · 20234
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$7,988
THE MONROE VOS CONSULTING GROUP INC · Investment management$19,993
CHARLES SCHWAB TRUST BANK · Trustee (directed)indirect comp

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,752 · 0.05%
2023$27,981 · 0.09%
2022$40,540 · 0.12%
Similar plansManufacturing · Texas
American Excelsior Company TX$31.6M · 0.41%
Ebaa Iron, Inc. TX$31.6M · 0.20%
Alcon Puerto Rico Inc. TX$31.2M · 0.05%
Compx International Inc. TX$31.1M · 0.03%
Ef Johnson Company TX$31.1M · 0.55%
Mogas Industries, Inc. TX$30.8M · 0.14%
Pabst Brewing Company TX$30.7M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 760268673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.