Plan Ledger DOL Form 5500 · updated monthly

Endress+Hauser Inc.401(k)

ENDRESS+HAUSER INC. EMPLOYEES 401K/RETIREMENT SAVINGS PLAN · GREENWOOD, IN · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Endress+Hauser Inc. reported $37,398 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,758 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 0.02% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 96th-largest of 1,562 plans among Indiana employers on file, and the 1,359th of 13,661 in manufacturing. In 2024, employees put in $1.41 for every $1.00 the employer contributed; active participation has grown from 868 to 983 since 2022.

Plan summary
Net assets, end of year$159,461,535
Participants with balances1,234
Active participants983
Employer contributions$5,660,398
Employee contributions$7,986,768
Employer contribution per active participant$5,758
Average account balance$129,223
Benefits paid to participants$10,441,371
Plan auditUnmodified (clean) audit opinion
AuditorBGBC PARTNERS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$159.5M · 1,234 accts · $5.7M emplr
2023$135.2M · 1,189 accts · $5.3M emplr
2022$112.8M · 1,107 accts · $4.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,777
Investment management$31,621
Total administrative$37,398
The Endress+Hauser Inc. 401(k) match · 2024
Employer contribution per active participant$5,758
Median for plans this size$3,635
2024$5,758 per active participant
2023$5,523 per active participant
2022$5,162 per active participant

Endress+Hauser Inc.'s 2024 employer contribution ran above the $3,635 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 · 20243
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$6,677
FUTURE CAPITAL · Investment advisory (participants)$31,621
ONEDIGITAL INVESTMENT ADVSRS · Consultingindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$37,398 · 0.03%
2023$25,114 · 0.02%
2022$18,328 · 0.02%
Same employer
Similar plansManufacturing · Indiana
Knauf Insulation, Inc. IN$179.9M · 0.15%
Ford Meter Box Company, Inc. IN$170.5M · 0.09%
Red Gold, Inc. IN$162.4M · 0.14%
Ctb, Inc. IN$159.3M · 0.07%
Patrick Industries, Inc. IN$157.0M · 0.39%
Dexter Axle Company IN$156.8M · 0.14%
Kimball Electronics, Inc. IN$154.0M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351315726 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.