Plan Ledger DOL Form 5500 · updated monthly

East Penn Manufacturing Co.401(k)

EAST PENN MANUFACTURING CO. 401(K) SAVINGS PLAN · LYON STATION, PA · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

East Penn Manufacturing Co. reported $316,237 in plan administrative expenses for 2024: 0.04% of average plan assets, below the peer median. Employer contributions averaged $1,715 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 0.11% to 0.04%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 109th-largest of 3,651 plans among Pennsylvania employers on file, and the 426th of 13,661 in manufacturing. In 2024, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$729,023,871
Participants with balances10,476
Active participants9,960
Employer contributions$17,085,486
Employee contributions$20,826,376
Employer contribution per active participant$1,715
Average account balance$69,590
Benefits paid to participants$50,207,930
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$729.0M · 10,476 accts · $17.1M emplr
2023$694.5M · 10,308 accts · $26.3M emplr
2022$603.8M · 10,395 accts · $24.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$316,237
Total administrative$316,237
The East Penn Manufacturing Co. 401(k) match · 2024
Employer contribution per active participant$1,715
Median for plans this size$4,294
2024$1,715 per active participant
2023$2,673 per active participant
2022$2,488 per active participant

East Penn Manufacturing Co.'s 2024 employer contribution ran below the $4,294 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.

Service providers · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$352,337

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$316,237 · 0.04%
2023$489,494 · 0.08%
2022$661,289 · 0.11%
Same employer
Similar plansManufacturing · Pennsylvania
Dentsply Sirona Inc. PA$772.2M · 0.04%
Teleflex Incorporated PA$766.0M · 0.06%
Arconic Corporation PA$765.1M · 0.07%
Lutron Electronics Co., Inc. PA$764.6M · 0.00%
Fmc Corporation PA$676.5M · 0.06%
Axalta Coating Systems, LLC PA$593.9M · 0.09%
Endo USA, Inc. PA$540.6M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231315454 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.