Plan Ledger DOL Form 5500 · updated monthly

Ebm-Papst Inc.401(k)

EBM-PAPST INC. PROFIT SHARING PLAN AND TRUST · FARMINGTON, CT · plan year 2023

Reported admin expense ratio · 2023
0.00%

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

Ebm-Papst Inc. reported $225 in plan administrative expenses for 2023: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,402 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 0.001% to 0.000%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 247th-largest of 1,106 plans among Connecticut employers on file, and the 2,434th of 13,661 in manufacturing. In 2023, the employer put in $1.11 for every $1.00 employees contributed themselves; active participation has grown from 368 to 443 since 2022.

Plan summary
Net assets, end of year$71,371,107
Participants with balances542
Active participants443
Employer contributions$1,950,000
Employee contributions$1,760,728
Employer contribution per active participant$4,402
Average account balance$131,681
Benefits paid to participants$1,579,813
Plan auditUnmodified (clean) audit opinion
AuditorFIORITA, KORNHAAS, & COMPANY, PC
Plan history3
Yearassets · accounts · employer contribution
2024$71.2M · 637 accts · $2.6M emplr
2023$71.4M · 542 accts · $1.9M emplr
2022$61.9M · 441 accts · $2.0M emplr
Administrative expenses, itemized · 2023
Trustee / custodial$225
Total administrative$225
The Ebm-Papst Inc. 401(k) match · 2023
Employer contribution per active participant$4,402
Median for plans this size$3,659
2024$5,892 per active participant
2023$4,402 per active participant
2022$5,538 per active participant

Ebm-Papst Inc.'s 2023 employer contribution ran above the $3,659 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$300 · 0.00%
2023$225 · 0.00%
2022$350 · 0.00%
Same employer
Similar plansManufacturing · Connecticut
Whitcraft LLC CT$75.4M · 0.21%
Ashcroft Inc. CT$75.4M · 0.03%
R.C. Bigelow, Inc. CT$74.6M · 0.02%
Cnc Software, Inc. CT$71.2M · 0.22%
Photronics, Inc. CT$70.0M · 0.07%
Winchester Interconnect CT$68.2M · 0.11%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 061045828 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.