Plan Ledger DOL Form 5500 · updated monthly

Jwf Industries401(k)

JWF INDUSTRIES 401(K) PLAN · JOHNSTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Jwf Industries reported $127,354 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $4,060 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 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 867th-largest of 3,651 plans among Pennsylvania employers on file, and the 3,401st of 13,661 in manufacturing. In 2024, employees put in $1.21 for every $1.00 the employer contributed; active participation has grown from 287 to 318 since 2022.

Plan summary
Net assets, end of year$44,850,326
Participants with balances433
Active participants318
Employer contributions$1,291,150
Employee contributions$1,567,438
Employer contribution per active participant$4,060
Average account balance$103,580
Benefits paid to participants$4,023,854
Plan auditUnmodified (clean) audit opinion
AuditorWESSEL AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$44.9M · 433 accts · $1.3M emplr
2023$39.7M · 445 accts · $1.3M emplr
2022$32.2M · 391 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Investment management$127,354
Total administrative$127,354
The Jwf Industries 401(k) match · 2024
Employer contribution per active participant$4,060
Median for plans this size$2,416
2024$4,060 per active participant
2023$3,477 per active participant
2022$4,069 per active participant

Jwf Industries's 2024 employer contribution ran above the $2,416 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 · 20241
AMERISERV WEALTH & CAPITAL MGMT · Trustee$127,354

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$127,354 · 0.30%
2023$105,139 · 0.29%
2022$102,701 · 0.29%
Same employer
Similar plansManufacturing · Pennsylvania
Chromalox PA$46.2M · 0.23%
Global Packaging, Inc. PA$46.2M · 0.44%
Whirley Industries, Inc. PA$45.8M · 0.20%
Unique Industries, Inc. PA$44.8M · 0.36%
York Wallcoverings, Inc. PA$44.4M · 0.04%
Wampum Hardware Co. PA$44.1M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251618979 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.