Plan Ledger DOL Form 5500 · updated monthly

Monster Beverage Corporation401(k)

MONSTER ENERGY COMPANY 401 K PLAN · CORONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Monster Beverage Corporation reported $306,239 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,598 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 0.21% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 463rd-largest of 9,483 plans among California employers on file, and the 189th of 4,246 in wholesale trade. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 3,003 to 3,696 since 2022.

Plan summary
Net assets, end of year$260,226,636
Participants with balances4,110
Active participants3,696
Employer contributions$9,603,902
Employee contributions$24,145,999
Employer contribution per active participant$2,598
Average account balance$63,315
Benefits paid to participants$13,484,984
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$260.2M · 4,110 accts · $9.6M emplr
2023$213.2M · 4,131 accts · $9.1M emplr
2022$161.8M · 3,556 accts · $7.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$305,239
Audit (IQPA)$1,000
Total administrative$306,239
The Monster Beverage Corporation 401(k) match · 2024
Employer contribution per active participant$2,598
Median for plans this size$3,635
2024$2,598 per active participant
2023$2,582 per active participant
2022$2,331 per active participant

Monster Beverage Corporation's 2024 employer contribution ran below the $3,635 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 · 20244
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$214,739
ACTUARIAL BENEFITS CORP · Consulting$90,500
BDO · Accounting / audit$1,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

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

Recordkeeper by year2
2024Transamerica
2023Transamerica

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

Administrative cost history3
2024$306,239 · 0.13%
2023$408,813 · 0.22%
2022$338,226 · 0.21%
Same employer
Similar plansWholesale Trade · California
Peterson Holding Company CA$295.6M · 0.05%
Valent U. S. a. LLC CA$271.5M · 0.03%
Pace Supply Corporation CA$249.2M · 0.00%
Skechers USA, Inc. CA$237.0M · 0.01%
Quinn Group, Inc. CA$235.7M · 0.30%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 471809393 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.