Plan Ledger DOL Form 5500 · updated monthly

Encyclopaedia Britannica, Inc.401(k)

ENCYCLOPAEDIA BRITANNICA SAVINGS PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Encyclopaedia Britannica, Inc. reported $9,646 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,942 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 3 years on file its reported administrative ratio has held roughly steady near 0.017%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 809th-largest of 3,702 plans among Illinois employers on file, and the 461st of 2,199 in information & media. In 2024, employees put in $4.77 for every $1.00 the employer contributed; active participation has grown from 214 to 251 since 2022.

Plan summary
Net assets, end of year$58,994,580
Participants with balances442
Active participants251
Employer contributions$487,493
Employee contributions$2,325,628
Employer contribution per active participant$1,942
Average account balance$133,472
Benefits paid to participants$4,641,075
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$59.0M · 442 accts · $487K emplr
2023$53.2M · 423 accts · $412K emplr
2022$44.7M · 383 accts · $352K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,700
Investment management$7,946
Total administrative$9,646
The Encyclopaedia Britannica, Inc. 401(k) match · 2024
Employer contribution per active participant$1,942
Median for plans this size$3,635
2024$1,942 per active participant
2023$1,697 per active participant
2022$1,646 per active participant

Encyclopaedia Britannica, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,946
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,700

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$9,646 · 0.02%
2023$9,936 · 0.02%
2022$8,056 · 0.02%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 362063569 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.