Plan Ledger DOL Form 5500 · updated monthly

Kimble Company401(k)

KIMBLE COMPANY 401(K) RETIREMENT PLAN · DOVER, OH · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Kimble Company reported $11,902 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $718 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 0.077% to 0.084%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 1,583rd-largest of 3,295 plans among Ohio employers on file, and 356th of 612 in mining, oil & gas extraction. In 2024, employees put in $4.74 for every $1.00 the employer contributed; active participation has grown from 203 to 242 since 2022.

Plan summary
Net assets, end of year$15,227,760
Participants with balances198
Active participants242
Employer contributions$173,787
Employee contributions$823,094
Employer contribution per active participant$718
Average account balance$76,908
Benefits paid to participants$1,021,765
Plan auditUnmodified (clean) audit opinion
Auditor415 GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$15.2M · 198 accts · $174K emplr
2023$13.2M · 198 accts · $142K emplr
2022$11.4M · 199 accts · $122K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,765
Investment management$6,512
Total administrative$11,902
The Kimble Company 401(k) match · 2024
Employer contribution per active participant$718
Median for plans this size$2,416
2024$718 per active participant
2023$647 per active participant
2022$601 per active participant

Kimble Company's 2024 employer contribution ran below the $2,416 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
CBIZ BENEFITS AND INSURANCE SERV$6,512
LPLindirect comp

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$11,902 · 0.08%
2023$14,069 · 0.11%
2022$9,784 · 0.08%
Same employer
Similar plansMining, Oil & Gas Extraction · Ohio
R.W. Sidley, Inc. OH$15.3M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 340759804 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.