Plan Ledger DOL Form 5500 · updated monthly

Elbit Systems of America, LLC401(k)

ELBIT SYSTEMS OF AMERICA CONSOLIDATED 401(K) SAVINGS PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Elbit Systems of America, LLC reported $428,294 in plan administrative expenses for 2024: 0.11% of average plan assets, above the peer median. Employer contributions averaged $4,759 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 0.10% to 0.11%. 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 212th-largest of 5,688 plans among Texas employers on file, and the 603rd of 13,661 in manufacturing. In 2024, employees put in $1.51 for every $1.00 the employer contributed; active participation has grown from 2,428 to 3,219 since 2022.

Plan summary
Net assets, end of year$465,473,417
Participants with balances2,843
Active participants3,219
Employer contributions$15,320,735
Employee contributions$23,078,122
Employer contribution per active participant$4,759
Average account balance$163,726
Benefits paid to participants$55,993,691
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$465.5M · 2,843 accts · $15.3M emplr
2023$346.5M · 2,867 accts · $14.9M emplr
2022$306.2M · 2,901 accts · $15.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$428,294
Total administrative$428,294
The Elbit Systems of America, LLC 401(k) match · 2024
Employer contribution per active participant$4,759
Median for plans this size$4,294
2024$4,759 per active participant
2023$6,244 per active participant
2022$6,386 per active participant

Elbit Systems of America, LLC's 2024 employer contribution ran above the $4,294 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$426,615
FIDUCIENT ADVISORS LLC · Consultingindirect comp
WHITLEY PENN LLP · Other servicesindirect comp
SANCTUARY ADVISORS · Consultingindirect comp

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$428,294 · 0.11%
2023$400,294 · 0.12%
2022$321,667 · 0.10%
Similar plansManufacturing · Texas
Sulzer US Holding Inc. TX$546.9M · 0.09%
Arm, Inc. TX$533.1M · 0.04%
Nec Corporation of America TX$468.7M · 0.05%
Weir Group, Inc. TX$444.2M · 0.12%
Galderma Services, Inc. TX$423.8M · 0.09%
Omnicell, Inc. TX$420.5M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300403919 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.