Plan Ledger DOL Form 5500 · updated monthly

National Amusements, Inc.401(k)

NATIONAL AMUSEMENTS 401(K) PLAN · NORWOOD, MA · plan year 2024

Employer contribution per participant · 2024
$831

National Amusements, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $99,044,801 across 537 participant accounts, with employer contributions averaging $831 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.01% to 0.03%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 426th-largest of 2,726 plans among Massachusetts employers on file, and the 106th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $2.24 for every $1.00 the employer contributed; active participation has grown from 890 to 1,071 since 2022.

Plan summary
Net assets, end of year$99,044,801
Participants with balances537
Active participants1,071
Employer contributions$890,495
Employee contributions$1,991,727
Employer contribution per active participant$831
Average account balance$184,441
Benefits paid to participants$9,269,261
Plan auditUnmodified (clean) audit opinion
AuditorKAHN, LITWIN, RENZA, AND CO., LTD.
Plan history3
Yearassets · accounts · employer contribution
2024$99.0M · 537 accts · $890K emplr
2023$87.4M · 525 accts · $931K emplr
2022$70.1M · 543 accts · $915K emplr
Administrative expenses, itemized · 2024
Investment management$48,511
Audit (IQPA)$16,612
Total administrative-$2,646
The National Amusements, Inc. 401(k) match · 2024
Employer contribution per active participant$831
Median for plans this size$3,635
2024$831 per active participant
2023$987 per active participant
2022$1,028 per active participant

National Amusements, Inc.'s 2024 employer contribution ran below the $3,635 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.

Service providers · 20244
MORGAN STANLEY · Investment advisory (plan)$29,641
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,870
KAHN, LITWIN, RENZA & CO., LTD. · Accounting / audit$16,612
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect 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
2024Not separately reported
2023$23,025 · 0.03%
2022$9,156 · 0.01%
Same employer
Similar plansArts, Entertainment & Recreation · Massachusetts
Museum of Fine Arts MA$208.0M · 0.04%
Dk Crown Holdings, Inc. MA$189.0M · 0.24%
Banner Seventeen, LLC MA$57.8M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042261332 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.