Plan Ledger DOL Form 5500 · updated monthly

Engineered Medical Systems Inc.401(k)

EMS 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Engineered Medical Systems Inc. reported $3,997 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,068 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 0.08% to 0.09%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (1,187th of 1,562), and 11,274th of 13,661 in manufacturing. In 2024, employees put in $1.03 for every $1.00 the employer contributed; active participation has grown from 84 to 198 since 2022.

Plan summary
Net assets, end of year$4,865,984
Participants with balances212
Active participants198
Employer contributions$409,435
Employee contributions$420,590
Employer contribution per active participant$2,068
Average account balance$22,953
Benefits paid to participants$621,049
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 212 accts · $409K emplr
2023$4.1M · 147 accts · $339K emplr
2022$3.2M · 132 accts · $324K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,437
Total administrative$3,997
The Engineered Medical Systems Inc. 401(k) match · 2024
Employer contribution per active participant$2,068
Median for plans this size$1,313
2024$2,068 per active participant
2023$3,360 per active participant
2022$3,857 per active participant

Engineered Medical Systems Inc.'s 2024 employer contribution ran above the $1,313 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 · 20241
ASCENSUS LLC · Loan processing · Recordkeeping$2,437

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$3,997 · 0.09%
2023$4,055 · 0.11%
2022$2,760 · 0.08%
Similar plansManufacturing · Indiana
Wessels Company IN$5.0M · 0.03%
Wirco, Inc. IN$5.0M · 0.43%
Reelcraft Holdings, LLC IN$4.9M · 1.38%
Starplus Energy LLC IN$4.8M · 0.58%
Lakota Corp. IN$4.7M · 0.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 351696242 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.