Plan Ledger DOL Form 5500 · updated monthly

Levi Strauss & Co.401(k)

EMPLOYEE SAVINGS AND INVESTMENT PLAN OF LEVI STRAUSS & CO. · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Levi Strauss & Co. reported $501,636 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $3,531 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 0.054% to 0.051%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 132nd-largest of 9,483 plans among California employers on file, and the 323rd of 13,661 in manufacturing. In 2024, employees put in $1.30 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,027,647,383
Participants with balances4,557
Active participants6,160
Employer contributions$21,751,309
Employee contributions$28,264,569
Employer contribution per active participant$3,531
Average account balance$225,510
Benefits paid to participants$125,662,102
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.0B · 4,557 accts · $21.8M emplr
2023$939.4M · 4,744 accts · $23.9M emplr
2022$787.6M · 4,656 accts · $22.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$130,504
Investment management$371,132
Total administrative$501,636
The Levi Strauss & Co. 401(k) match · 2024
Employer contribution per active participant$3,531
Median for plans this size$4,294
2024$3,531 per active participant
2023$3,750 per active participant
2022$3,727 per active participant

Levi Strauss & Co.'s 2024 employer contribution ran below 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 · 20243
JPMORGAN MID CAP VALUE FUND · Investment advisory (plan)$188,415
STRATEGIC ADVISORS INC. · Investment advisory (plan)$179,249
FIDELITY INVESTMENTS INST OPS · Loan processing$129,604

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$501,636 · 0.05%
2023$570,146 · 0.07%
2022$464,912 · 0.05%
All plans at this employer2
EMPLOYEE SAVINGS AND INVESTMENT PLAN OF LEVI STRAUSS & CO.401(k)
LEVI STRAUSS & CO. EMPLOYEE LONG-TERM INVESTMENT SAVINGS PLAN401(k)
Same employer
Similar plansManufacturing · California
Trimble Inc. CA$1.1B · 0.07%
Intuitive Surgical, Inc. CA$1.0B · 0.07%
Viavi Solutions Inc. CA$728.6M · 0.05%
Biomarin Pharmaceutical Inc. CA$715.0M · 0.01%
Sierra Pacific Industries CA$675.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 940905160 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.