Plan Ledger DOL Form 5500 · updated monthly

John Wiley & Sons, Inc.401(k)

JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN · HOBOKEN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

John Wiley & Sons, Inc. reported $148,897 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,427 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 0.03% to 0.02%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other information & media employers. By assets it is the 103rd-largest of 2,419 plans among New Jersey employers on file, and the 76th of 2,199 in information & media. In 2024, employees put in $2.08 for every $1.00 the employer contributed; active participation has shrunk from 3,565 to 1,851 since 2022.

Plan summary
Net assets, end of year$670,345,481
Participants with balances4,510
Active participants1,851
Employer contributions$10,045,829
Employee contributions$20,895,147
Employer contribution per active participant$5,427
Average account balance$148,635
Benefits paid to participants$61,274,863
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$670.3M · 4,510 accts · $10.0M emplr
2023$651.4M · 5,615 accts · $13.4M emplr
2022$561.6M · 6,063 accts · $14.1M emplr
The John Wiley & Sons, Inc. 401(k) match · 2024
Employer contribution per active participant$5,427
Median for plans this size$4,294
2024$5,427 per active participant
2023$4,710 per active participant
2022$3,958 per active participant

John Wiley & Sons, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$35,575
VANGUARD ADVISERS INC. · Investment advisory (participants)$117,522

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$148,897 · 0.02%
2023$229,227 · 0.04%
2022$206,512 · 0.03%
Same employer
Similar plansInformation & Media · New Jersey
Verizon Communications Inc. NJ$31.3B · 0.16%
Avaya Inc. NJ$1.4B · 0.04%
Radiate Holdco, LLC NJ$317.0M · 0.30%
Commvault Systems, Inc. NJ$290.1M · 0.01%
Vonage Holdings Corp NJ$289.3M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 135593032 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.