Plan Ledger DOL Form 5500 · updated monthly

Endo USA, Inc.401(k)

ENDO PHARMACEUTICALS SAVINGS AND INVESTMENT PLAN · MALVERN, PA · plan year 2023

Reported admin expense ratio · 2023
0.07%

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

Endo USA, Inc. reported $316,206 in plan administrative expenses for 2023: 0.07% of average plan assets, below the peer median. Employer contributions averaged $4,783 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 1 year on file its reported administrative ratio rose from 0.06% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other manufacturing employers. By assets it is the 152nd-largest of 3,651 plans among Pennsylvania employers on file, and the 575th of 13,661 in manufacturing. In 2023, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$492,171,943
Participants with balances3,281
Active participants1,186
Employer contributions$5,673,124
Employee contributions$15,376,186
Employer contribution per active participant$4,783
Average account balance$150,007
Benefits paid to participants$44,584,001
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$492.2M · 3,281 accts · $5.7M emplr
2022$433.8M · 3,521 accts · $6.5M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$224,378
Investment management$91,828
Total administrative$316,206
The Endo USA, Inc. 401(k) match · 2023
Employer contribution per active participant$4,783
Median for plans this size$4,362
2023$4,783 per active participant
2022$4,862 per active participant

Endo USA, Inc.'s 2023 employer contribution ran above the $4,362 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.

Service providers · 20234
SCHWAB RETIREMENT PLAN SERVICES INC · Recordkeeping · Investment advisory (participants)$200,138
FIDUCIENT ADVISORS LLC · Investment management$82,523
BAKER TILLY US LLP · Accounting / audit$33,617
CHARLES SCHWAB & CO., INC. · Securities brokerage$217

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

Administrative cost history2
2023$316,206 · 0.07%
2022$316,034 · 0.06%
Same employer
Similar plansManufacturing · Pennsylvania
Axalta Coating Systems, LLC PA$593.9M · 0.09%
Endo USA, Inc. PA$540.6M · 0.06%
Johnson Matthey Inc. PA$483.5M · 0.10%
Veolia Wts USA, Inc. PA$479.7M · 0.06%
Enersys Delaware Inc. PA$467.6M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522035829 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.