Plan Ledger DOL Form 5500 · updated monthly

Hayward Industries, Inc.401(k)

HAYWARD INDUSTRIES, INC. RETIREMENT PLAN · CHARLOTTE, NC · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Hayward Industries, Inc. reported $17,809 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,148 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 fell from 0.010% to 0.009%. 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 116th-largest of 2,005 plans among North Carolina employers on file, and the 1,109th of 13,661 in manufacturing. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has shrunk from 1,618 to 1,454 since 2022.

Plan summary
Net assets, end of year$214,392,423
Participants with balances1,972
Active participants1,454
Employer contributions$6,030,783
Employee contributions$9,248,470
Employer contribution per active participant$4,148
Average account balance$108,718
Benefits paid to participants$24,045,884
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$214.4M · 1,972 accts · $6.0M emplr
2023$189.5M · 1,989 accts · $5.9M emplr
2022$163.0M · 2,172 accts · $6.6M emplr
Administrative expenses, itemized · 2024
Investment management$44,063
Total administrative$17,809
The Hayward Industries, Inc. 401(k) match · 2024
Employer contribution per active participant$4,148
Median for plans this size$3,635
2024$4,148 per active participant
2023$4,251 per active participant
2022$4,091 per active participant

Hayward Industries, 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
GALLAGHER BENEFIT SERVICES, INC. · Investment advisory (plan)$60,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$44,063
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$17,809 · 0.01%
2023$113,656 · 0.06%
2022$17,661 · 0.01%
Same employer
Similar plansManufacturing · North Carolina
Elevate Textiles, Inc. NC$231.8M · 0.11%
Mack Trucks, Inc. NC$220.3M · 0.11%
Pepsi Bottling Ventures, LLC NC$219.7M · 0.22%
Treasure Holdco, Inc. NC$171.8M · 0.00%
Bioventus LLC NC$169.6M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 221715653 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.