Plan Ledger DOL Form 5500 · updated monthly

Harley-Davidson Motor Company Group, LLC401(k) + ESOP (KSOP)

HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES · MILWAUKEE, WI · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Harley-Davidson Motor Company Group, LLC reported $304,876 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $9,059 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 has held roughly steady near 0.038%. 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 42nd-largest of 1,936 plans among Wisconsin employers on file, and the 373rd of 13,661 in manufacturing. In 2023, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$870,363,797
Participants with balances4,121
Active participants2,825
Employer contributions$25,593,000
Employee contributions$31,149,313
Employer contribution per active participant$9,059
Average account balance$211,202
Benefits paid to participants$69,457,109
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$870.4M · 4,121 accts · $25.6M emplr
2022$749.1M · 4,022 accts · $21.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$237,908
Total administrative$304,876
The Harley-Davidson Motor Company Group, LLC 401(k) match · 2023
Employer contribution per active participant$9,059
Median for plans this size$4,362
2023$9,059 per active participant
2022$7,704 per active participant

Harley-Davidson Motor Company Group, LLC's 2023 employer contribution ran above the $4,362 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$278,847
MERCER INVESTMENTS LLC · Consulting$66,968

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$304,876 · 0.04%
2022$319,536 · 0.04%
All plans at this employer3
HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES401(k) + ESOP (KSOP)
HARLEY-DAVIDSON RET SVGS PLAN FOR MILW & TOMAHAWK HRLY BARG UNIT EES401(k) + ESOP (KSOP)
HARLEY-DAVIDSON RETIREMENT SAVINGS PLAN FOR YORK HOURLY BARGAINING UNIT EES401(k) + ESOP (KSOP)
Same employer
Similar plansManufacturing · Wisconsin
Snap-On Incorporated WI$1.1B · 0.06%
Komatsu Mining Corp. WI$923.4M · 0.02%
Kohler Co. & Subsidiaries WI$854.0M · 0.13%
Menasha Corporation WI$692.6M · 0.06%
Regal Rexnord Corporation WI$656.4M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391805420 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.