Plan Ledger DOL Form 5500 · updated monthly

Inogen, Inc.401(k)

INOGEN, INC. 401(K) & PROFIT SHARING PLAN · GOLETA, CA · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Inogen, Inc. reported $54,440 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,123 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 0.21% to 0.16%. 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 2,353rd-largest of 9,483 plans among California employers on file, and the 3,991st of 13,661 in manufacturing. In 2024, employees put in $5.40 for every $1.00 the employer contributed; active participation has shrunk from 1,018 to 706 since 2022.

Plan summary
Net assets, end of year$35,513,551
Participants with balances1,274
Active participants706
Employer contributions$792,889
Employee contributions$4,281,977
Employer contribution per active participant$1,123
Average account balance$27,876
Benefits paid to participants$9,042,006
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$35.5M · 1,274 accts · $793K emplr
2023$34.5M · 1,348 accts · $1.2M emplr
2022$29.1M · 1,597 accts · $2.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,440
Total administrative$54,440
The Inogen, Inc. 401(k) match · 2024
Employer contribution per active participant$1,123
Median for plans this size$2,416
2024$1,123 per active participant
2023$1,456 per active participant
2022$2,177 per active participant

Inogen, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. 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
ADP, INC. · Loan processing · Recordkeeping$54,440

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

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$54,440 · 0.16%
2023$71,641 · 0.23%
2022$59,316 · 0.21%
Same employer
Similar plansManufacturing · California
Grass Valley USA, LLC CA$36.0M · 0.16%
All One God Faith, Inc. CA$35.5M · 0.90%
Si-Bone, Inc. CA$35.5M · 0.21%
Cutera, Inc. CA$34.9M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330989359 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.