Plan Ledger DOL Form 5500 · updated monthly

Octapharma USA, Inc.401(k)

OCTAPHARMA USA, INC. RETIREMENT 401(K) PLAN · PARAMUS, NJ · plan year 2025

Reported admin expense ratio · 2025
0.32%

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

Octapharma USA, Inc. reported $101,505 in plan administrative expenses for 2025: 0.32% of average plan assets, above the peer median. Employer contributions averaged $10,620 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 4 years on file its reported administrative ratio has held roughly steady near 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 750th-largest of 2,419 plans among New Jersey employers on file, and the 1,182nd of 4,246 in wholesale trade. In 2025, employees put in $1.37 for every $1.00 the employer contributed; active participation has grown from 130 to 181 since 2022.

Plan summary
Net assets, end of year$34,525,010
Participants with balances188
Active participants181
Employer contributions$1,922,189
Employee contributions$2,636,161
Employer contribution per active participant$10,620
Average account balance$183,644
Benefits paid to participants$5,194,523
Plan auditUnmodified (clean) audit opinion
AuditorANDERSON SMITH & WIKE PLLC
Plan history4
Yearassets · accounts · employer contribution
2025$34.5M · 188 accts · $1.9M emplr
2024$29.8M · 185 accts · $1.7M emplr
2023$23.1M · 153 accts · $1.4M emplr
2022$17.3M · 140 accts · $1.1M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$101,505
Total administrative$101,505
The Octapharma USA, Inc. 401(k) match · 2025
Employer contribution per active participant$10,620
Median for plans this size$2,666
2025$10,620 per active participant
2024$10,381 per active participant
2023$9,552 per active participant
2022$8,557 per active participant

Octapharma USA, Inc.'s 2025 employer contribution ran above the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20254
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$97,280
RETIREMENT PLAN ADMINISTRATORS · Contract administrator · Other services$4,225
MARIETTA WEALTH MANAGEMENT · Investment advisory (plan)indirect comp
GLOBAL RETIREMENT PARTNERS · Investment advisory (plan)indirect comp

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

Administrative cost history4
2025$101,505 · 0.32%
2024$92,382 · 0.35%
2023$68,180 · 0.34%
2022$61,474 · 0.33%
Same employer
Similar plansWholesale Trade · New Jersey
Sdi Technologies, Inc. NJ$34.9M · 0.16%
Royal Wine Corporation NJ$34.6M · 0.36%
Beumer Corporation NJ$34.4M · 0.33%
Outerstuff, LLC NJ$34.1M · 0.03%
Myron Holding, Inc. NJ$33.2M · 0.34%
Nourison Industries, Inc. NJ$33.1M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 753113527 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.