Plan Ledger DOL Form 5500 · updated monthly

Henkel Puerto Rico, Inc.DC plan

RETIREMENT PLAN OF HENKEL PUERTO RICO, INC. · SABANA GRANDE, PR · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Henkel Puerto Rico, Inc. reported $16,996 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,466 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 0.05% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 70th-largest of 323 plans among PR employers on file, and the 5,937th of 13,661 in manufacturing. active participation has shrunk from 232 to 194 since 2022.

Plan summary
Net assets, end of year$19,979,457
Participants with balances244
Active participants194
Employer contributions$672,498
Employee contributions—
Employer contribution per active participant$3,466
Average account balance$81,883
Benefits paid to participants$1,123,515
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.0M · 244 accts · $672K emplr
2023$18.2M · 209 accts · $680K emplr
2022$16.3M · 195 accts · $613K emplr
Administrative expenses, itemized · 2024
Investment management$16,996
Total administrative$16,996
Employer contributions to the Henkel Puerto Rico, Inc. plan · 2024
Employer contribution per active participant$3,466
Median for plans this size$2,416
2024$3,466 per active participant
2023$3,316 per active participant
2022$2,643 per active participant

Henkel Puerto Rico, Inc.'s 2024 employer contribution ran above the $2,416 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

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$16,996 · 0.09%
2023$6,744 · 0.04%
2022$8,357 · 0.05%
All plans at this employer2
RETIREMENT PLAN OF HENKEL PUERTO RICO, INC.Defined-contribution plan
HENKEL PUERTO RICO, INC. SAVINGS PLAN401(k)
Similar plansManufacturing · PR
Holsum de Puerto Rico, Inc. PR$22.8M · 0.04%
Auro Pr Inc. PR$20.6M · 0.29%
Suiza Dairy Corp. PR$20.2M · 0.11%
Combe Products Inc PR$15.0M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 660266147 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.