Plan Ledger DOL Form 5500 · updated monthly

Intrepid Potash, Inc.401(k)

INTREPID POTASH, INC. EMPLOYEE SAVINGS PLAN · DENVER, CO · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Intrepid Potash, Inc. reported $171,729 in plan administrative expenses for 2024: 0.28% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,407 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 0.28%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 196th-largest of 1,461 plans among Colorado employers on file, and the 153rd of 612 in mining, oil & gas extraction. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$63,936,062
Participants with balances654
Active participants469
Employer contributions$2,066,969
Employee contributions$3,578,797
Employer contribution per active participant$4,407
Average account balance$97,762
Benefits paid to participants$8,248,351
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.9M · 654 accts · $2.1M emplr
2023$58.3M · 682 accts · $2.1M emplr
2022$50.1M · 677 accts · $1.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$77,034
Audit (IQPA)$24,500
Total administrative$171,729
The Intrepid Potash, Inc. 401(k) match · 2024
Employer contribution per active participant$4,407
Median for plans this size$3,635
2024$4,407 per active participant
2023$4,227 per active participant
2022$3,762 per active participant

Intrepid Potash, Inc.'s 2024 employer contribution ran above the $3,635 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$77,034
MORGAN STANLEY · Consulting$35,359
COOK STREET CONSULTING · Consulting$34,836
BDO USA LLP · Accounting / audit$24,500

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$171,729 · 0.28%
2023$172,837 · 0.32%
2022$163,295 · 0.30%
Same employer
Similar plansMining, Oil & Gas Extraction · Colorado
Pdc Energy, Inc. CO$139.0M · 0.11%
Antero Resources Corporation CO$100.0M · 0.02%
Orica USA 401K Plan CO$90.6M · 0.21%
Westmoreland Mining LLC CO$79.3M · 0.21%
Civitas Resources, Inc. CO$61.8M · 0.14%
Calfrac Well Services Corp. CO$50.6M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 261501877 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.