Plan Ledger DOL Form 5500 · updated monthly

Hilti, Inc.401(k)

HILTI RETIREMENT SAVINGS PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Hilti, Inc. reported $69,100 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,928 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 0.02% to 0.01%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 12th-largest of 724 plans among Oklahoma employers on file, and the 74th of 4,246 in wholesale trade. In 2024, employees put in $1.59 for every $1.00 the employer contributed; active participation has grown from 3,520 to 4,284 since 2022.

Plan summary
Net assets, end of year$685,597,547
Participants with balances4,885
Active participants4,284
Employer contributions$21,111,003
Employee contributions$33,517,362
Employer contribution per active participant$4,928
Average account balance$140,348
Benefits paid to participants$64,283,416
Plan auditUnmodified (clean) audit opinion
AuditorBAKERTILLY US, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$685.6M · 4,885 accts · $21.1M emplr
2023$611.3M · 4,956 accts · $19.0M emplr
2022$523.1M · 4,424 accts · $17.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$69,100
Total administrative$69,100
The Hilti, Inc. 401(k) match · 2024
Employer contribution per active participant$4,928
Median for plans this size$4,294
2024$4,928 per active participant
2023$5,086 per active participant
2022$4,955 per active participant

Hilti, Inc.'s 2024 employer contribution ran above 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

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$69,100 · 0.01%
2023$88,903 · 0.02%
2022$129,544 · 0.02%
Same employer
Similar plansWholesale Trade · Oklahoma
Ingram Micro Inc. CA$741.6M · 0.15%
Spartannash Company MI$709.5M · 0.12%
Wand Newco 3, Inc. TX$695.2M · 0.28%
Helena Agri-Enterprises, LLC TN$678.2M · 0.06%
Dot Holdings Co MO$673.8M · 0.09%
Hanesbrands Inc. NC$664.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060732334 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.