Plan Ledger DOL Form 5500 · updated monthly

Intercept Pharmaceuticals, Inc.401(k)

INTERCEPT PHARMA 401(K) PLAN · MORRISTOWN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Intercept Pharmaceuticals, Inc. reported $164,328 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $10,010 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 has held roughly steady near 0.34%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 569th-largest of 2,419 plans among New Jersey employers on file, and the 2,734th of 11,654 in professional & technical services. In 2024, employees put in $1.90 for every $1.00 the employer contributed; active participation has shrunk from 324 to 250 since 2022.

Plan summary
Net assets, end of year$50,675,953
Participants with balances494
Active participants250
Employer contributions$2,502,376
Employee contributions$4,751,069
Employer contribution per active participant$10,010
Average account balance$102,583
Benefits paid to participants$9,527,513
Plan auditUnmodified (clean) audit opinion
AuditorPKF O'CONNOR
Plan history3
Yearassets · accounts · employer contribution
2024$50.7M · 494 accts · $2.5M emplr
2023$46.2M · 507 accts · $3.0M emplr
2022$39.9M · 508 accts · $4.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,222
Investment management$101,856
Total administrative$164,328
The Intercept Pharmaceuticals, Inc. 401(k) match · 2024
Employer contribution per active participant$10,010
Median for plans this size$2,416
2024$10,010 per active participant
2023$11,611 per active participant
2022$13,499 per active participant

Intercept Pharmaceuticals, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20244
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$94,114
PKF O'CONNOR DAVIES LLP$8,250
EMPOWER ADVISORY GROUP, LLC · Investment management$7,742

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$164,328 · 0.34%
2023$137,955 · 0.32%
2022$136,584 · 0.33%
Same employer
Similar plansProfessional & Technical Services · New Jersey
Ferolie Corporation NJ$53.5M · 0.20%
Datacor, Inc. NJ$51.7M · 0.31%
York Telecom Corporation NJ$50.5M · 0.01%
Axtria Inc NJ$50.5M · 0.23%
Composecure, LLC NJ$48.1M · 0.11%
Benecard Services, Inc. NJ$46.7M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 223868459 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.