Plan Ledger DOL Form 5500 · updated monthly

Johanson Dielectrics, Inc.401(k)

JOHANSON DIELECTRICS, INC. 401(K) RETIREMENT PLAN · SYLMAR, CA · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Johanson Dielectrics, Inc. reported $4,710 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,699 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 5 years on file its reported administrative ratio rose from 0.07% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in California (5,007th of 9,483), and 8,081st of 13,661 in manufacturing. In 2023, employees put in $2.11 for every $1.00 the employer contributed; active participation has shrunk from 191 to 151 since 2019.

Plan summary
Net assets, end of year$11,825,780
Participants with balances177
Active participants151
Employer contributions$256,534
Employee contributions$541,169
Employer contribution per active participant$1,699
Average account balance$66,812
Benefits paid to participants$1,281,609
Plan auditUnmodified (clean) audit opinion
AuditorHOLTHOUSE CARLIN & VAN TRIGHT LLP
Plan history5
Yearassets · accounts · employer contribution
2024$11.8M · 180 accts · $327K emplr
2023$11.8M · 177 accts · $257K emplr
2022$11.0M · 190 accts · $282K emplr
2020$11.3M · 204 accts · $259K emplr
2019$9.9M · 230 accts · $346K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$4,710
Total administrative$4,710
The Johanson Dielectrics, Inc. 401(k) match · 2023
Employer contribution per active participant$1,699
Median for plans this size$2,440
2024$3,059 per active participant
2023$1,699 per active participant
2022$1,620 per active participant
2020$1,415 per active participant
2019$1,810 per active participant

Johanson Dielectrics, Inc.'s 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history5
2024$13,898 · 0.12%
2023$4,710 · 0.04%
2022$4,450 · 0.04%
2020$3,720 · 0.04%
2019$6,579 · 0.07%
Similar plansManufacturing · California
Asteelflash USA Corp CA$11.9M · 0.19%
Mag Instrument, Inc. CA$11.9M · 0.56%
Pentel of America, LTD CA$11.9M · 0.53%
G L Mezzetta, Inc CA$11.9M · 0.62%
Purple Brands CA$11.8M · 0.48%
Yinlun Tdi, LLC CA$11.8M · 0.55%
Motivational Systems, Inc. CA$11.7M · 0.36%
Kingdomway USA Corp. CA$11.7M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952416273 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.