Plan Ledger DOL Form 5500 · updated monthly

Heidenhain Corporation401(k)

HEIDENHAIN CORPORATION 401(K) SAVINGS PLAN · SCHAUMBURG, IL · plan year 2025

Reported admin expense ratio · 2025
0.20%

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

Heidenhain Corporation reported $101,757 in plan administrative expenses for 2025: 0.20% of average plan assets, above the peer median. Employer contributions averaged $6,275 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 3 years on file its reported administrative ratio rose from 0.19% to 0.20%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 872nd-largest of 3,702 plans among Illinois employers on file, and the 3,020th of 13,661 in manufacturing. In 2025, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$53,065,210
Participants with balances250
Active participants139
Employer contributions$872,274
Employee contributions$1,239,890
Employer contribution per active participant$6,275
Average account balance$212,261
Benefits paid to participants$3,520,927
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$53.1M · 250 accts · $872K emplr
2024$47.9M · 259 accts · $871K emplr
2023$45.9M · 271 accts · $844K emplr
2022$41.8M · 272 accts · $705K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$101,757
Total administrative$101,757
The Heidenhain Corporation 401(k) match · 2025
Employer contribution per active participant$6,275
Median for plans this size$4,093
2025$6,275 per active participant
2024$5,768 per active participant
2023$5,779 per active participant
2022$4,997 per active participant

Heidenhain Corporation's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$101,756
UBS FINANCIAL SERVICES INC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

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

Administrative cost history4
2025$101,757 · 0.20%
2024$93,561 · 0.20%
2023$92,212 · 0.21%
2022$89,817 · 0.19%
Similar plansManufacturing · Illinois
Gold Eagle Co. IL$55.2M · 0.24%
Crest Foods Co., Inc. IL$53.9M · 0.01%
D & W Fine Pack LLC IL$53.1M · 0.40%
Fairlife, LLC IL$53.0M · 0.08%
Summus Group LLC IL$52.5M · 0.39%
Certified Power, Inc. IL$52.5M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362584485 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.