Plan Ledger DOL Form 5500 · updated monthly

Jayco, Inc.401(k)

JAYCO, INC. 401(K) SAVINGS & INVESTMENT PLAN & TRUST PLAN · MIDDLEBURY, IN · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Jayco, Inc. reported $52,916 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $496 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 rose from 0.02% to 0.06%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 173rd-largest of 1,562 plans among Indiana employers on file, and the 2,102nd of 13,661 in manufacturing. In 2024, employees put in $3.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$87,261,803
Participants with balances1,640
Active participants3,158
Employer contributions$1,566,454
Employee contributions$5,619,984
Employer contribution per active participant$496
Average account balance$53,208
Benefits paid to participants$14,281,009
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$87.3M · 1,640 accts · $1.6M emplr
2023$81.5M · 1,645 accts · $1.9M emplr
2022$69.4M · 1,727 accts · $2.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,614
Investment management$12,153
Total administrative$52,916
The Jayco, Inc. 401(k) match · 2024
Employer contribution per active participant$496
Median for plans this size$3,635
2024$496 per active participant
2023$616 per active participant
2022$612 per active participant

Jayco, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$12,153

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$52,916 · 0.06%
2023$14,647 · 0.02%
2022$18,362 · 0.02%
Similar plansManufacturing · Indiana
Aurorium Holdings LLC IN$97.6M · 0.14%
Dorel U.S.A., Inc. IN$88.9M · 0.25%
Accuride Corporation IN$77.9M · 0.17%
Draper, Inc. IN$77.5M · 0.09%
Best Chairs, Inc. IN$76.9M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351144978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.