Plan Ledger DOL Form 5500 · updated monthly

Johnson Heater Corp401(k)

ARIZON COMPANIES RETIREMENT PLAN · MARYLAND HEIGHTS, MO · plan year 2025

Reported admin expense ratio · 2025
0.18%

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

Johnson Heater Corp reported $13,637 in plan administrative expenses for 2025: 0.18% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,463 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 rose from 0.15% to 0.18%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Missouri (932nd of 1,393), and 9,603rd of 13,661 in manufacturing. In 2025, employees put in $2.35 for every $1.00 the employer contributed; active participation has grown from 193 to 257 since 2022.

Plan summary
Net assets, end of year$8,144,646
Participants with balances236
Active participants257
Employer contributions$375,900
Employee contributions$884,582
Employer contribution per active participant$1,463
Average account balance$34,511
Benefits paid to participants$1,303,884
Plan auditUnmodified (clean) audit opinion
AuditorA.C EVANS LLC
Plan history4
Yearassets · accounts · employer contribution
2025$8.1M · 236 accts · $376K emplr
2024$6.8M · 297 accts · $293K emplr
2023$6.4M · 253 accts · $98K emplr
2022$4.9M · 201 accts · $112K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$5,117
Investment management$8,520
Total administrative$13,637
The Johnson Heater Corp 401(k) match · 2025
Employer contribution per active participant$1,463
Median for plans this size$1,464
2025$1,463 per active participant
2024$959 per active participant
2023$398 per active participant
2022$578 per active participant

Johnson Heater Corp's 2025 employer contribution ran below the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Loan processing$6,992
RT JONES CAPITAL EQUITIES MGMT INC · Investment advisory (participants) · Investment advisory (plan)$8,520
FIRST HEARTLAND CNSLTNTS · Consultingindirect comp

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

Recordkeeper by year3
2025OneAmerica
2024OneAmerica
2023OneAmerica

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

Administrative cost history4
2025$13,637 · 0.18%
2024$12,005 · 0.18%
2023$9,658 · 0.17%
2022$8,207 · 0.15%
Similar plansManufacturing · Missouri
Meyer Laboratory, Inc. MO$8.5M · 0.40%
Bms Holdings, Inc. MO$8.1M · 0.22%
Reyco Granning, LLC MO$7.1M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431497593 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.