Plan Ledger DOL Form 5500 · updated monthly

Offset Paperback Mfrs., Inc.401(k)

BERTELSMANN PRINTING GROUP 401(K) AND PROFIT SHARING PLAN · DALLAS, PA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Offset Paperback Mfrs., Inc. reported $44,874 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $563 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 rose from 0.046% to 0.052%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 517th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,080th of 13,661 in manufacturing. In 2024, employees put in $5.92 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$88,425,282
Participants with balances1,311
Active participants1,038
Employer contributions$584,093
Employee contributions$3,457,560
Employer contribution per active participant$563
Average account balance$67,449
Benefits paid to participants$10,935,237
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$88.4M · 1,311 accts · $584K emplr
2023$85.4M · 1,255 accts · $248K emplr
2022$81.0M · 1,329 accts · $260K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,324
Investment management$23,801
Total administrative$44,874
The Offset Paperback Mfrs., Inc. 401(k) match · 2024
Employer contribution per active participant$563
Median for plans this size$3,635
2024$563 per active participant
2023$234 per active participant
2022$266 per active participant

Offset Paperback Mfrs., 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.

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 · 20242
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$24,970
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$13,324

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$44,874 · 0.05%
2023$62,336 · 0.07%
2022$42,289 · 0.05%
All plans at this employer2
BERTELSMANN PRINTING GROUP 401(K) AND PROFIT SHARING PLAN401(k)
OFFSET PAPERBACK MFRS., INC. UNION EMPLOYEE 401(K) PLAN401(k)
Same employer
Similar plansManufacturing · Pennsylvania
Gentex Corporation PA$93.7M · 0.20%
Akorn Operating Company LLC PA$91.6M · 0.03%
United Refining Company PA$90.6M · 0.07%
Fry Communications, Inc. PA$87.6M · 0.19%
Spectrum Control, Inc. PA$86.9M · 0.18%
Fujirebio Diagnostics, Inc. PA$86.3M · 0.11%
Veka Holdings, Inc. PA$84.2M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231873471 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.