Plan Ledger DOL Form 5500 · updated monthly

Man Investments USA Holdings Inc.401(k)

MAN INVESTMENTS USA HOLDINGS INC. SAVINGS AND INVESTMENT PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Man Investments USA Holdings Inc. reported $170,738 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $10,044 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 0.132%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 599th-largest of 5,648 plans among New York employers on file, and the 746th of 4,798 in finance & insurance. In 2024, employees put in $1.54 for every $1.00 the employer contributed; active participation has grown from 304 to 405 since 2022.

Plan summary
Net assets, end of year$146,164,894
Participants with balances640
Active participants405
Employer contributions$4,067,856
Employee contributions$6,269,310
Employer contribution per active participant$10,044
Average account balance$228,383
Benefits paid to participants$10,790,335
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$146.2M · 640 accts · $4.1M emplr
2023$113.1M · 524 accts · $3.1M emplr
2022$93.6M · 502 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$170,738
Total administrative$170,738
The Man Investments USA Holdings Inc. 401(k) match · 2024
Employer contribution per active participant$10,044
Median for plans this size$3,635
2024$10,044 per active participant
2023$7,756 per active participant
2022$10,022 per active participant

Man Investments USA Holdings Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 20241
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$170,738

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$170,738 · 0.13%
2023$132,536 · 0.13%
2022$130,598 · 0.13%
Same employer
Similar plansFinance & Insurance · New York
Marketaxess Corporation NY$149.3M · 0.00%
Oscar Management Corporation NY$145.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 980503332 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.