Plan Ledger DOL Form 5500 · updated monthly

Heraeus Incorporated401(k)

HERAEUS INCORPORATED 401(K) RETIREMENT PLAN · YARDLEY, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Heraeus Incorporated reported $161,896 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $4,284 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 0.08% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 206th-largest of 3,651 plans among Pennsylvania employers on file, and the 817th of 13,661 in manufacturing. In 2024, employees put in $1.91 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$318,886,344
Participants with balances2,694
Active participants1,929
Employer contributions$8,264,140
Employee contributions$15,789,691
Employer contribution per active participant$4,284
Average account balance$118,369
Benefits paid to participants$36,124,071
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$318.9M · 2,694 accts · $8.3M emplr
2023$291.6M · 2,770 accts · $8.4M emplr
2022$243.0M · 2,579 accts · $7.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$161,896
Total administrative$161,896
The Heraeus Incorporated 401(k) match · 2024
Employer contribution per active participant$4,284
Median for plans this size$4,294
2024$4,284 per active participant
2023$4,256 per active participant
2022$3,837 per active participant

Heraeus Incorporated's 2024 employer contribution ran below the $4,294 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
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$160,847

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$161,896 · 0.05%
2023$216,092 · 0.08%
2022$223,413 · 0.08%
Same employer
Similar plansManufacturing · Pennsylvania
Msa Worldwide, LLC PA$415.4M · 0.08%
Elliott Company PA$395.9M · 0.04%
Draeger, Inc. PA$339.9M · 0.19%
Vitro Flat Glass LLC PA$310.8M · 0.16%
Ellwood City Forge Company PA$310.6M · 0.06%
Mi Windows and Doors, LLC PA$303.8M · 0.32%
High Company LLC PA$292.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222209713 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.