Plan Ledger DOL Form 5500 · updated monthly

Otto Bock Healthcare North America, Inc.401(k)

OTTO BOCK HEALTHCARE LP PROFIT SHARING AND RETIREMENT SAVINGS PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Otto Bock Healthcare North America, Inc. reported $28,663 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,612 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 0.09% to 0.03%. 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 611th-largest of 5,688 plans among Texas employers on file, and the 1,787th of 13,661 in manufacturing. In 2024, employees put in $2.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$108,824,462
Participants with balances1,628
Active participants1,004
Employer contributions$2,622,817
Employee contributions$7,115,411
Employer contribution per active participant$2,612
Average account balance$66,845
Benefits paid to participants$17,628,054
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$108.8M · 1,628 accts · $2.6M emplr
2023$103.6M · 1,457 accts · $2.7M emplr
2022$85.7M · 1,402 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Investment management$78,103
Total administrative$28,663
The Otto Bock Healthcare North America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,612
Median for plans this size$3,635
2024$2,612 per active participant
2023$2,501 per active participant
2022$2,122 per active participant

Otto Bock Healthcare North America, Inc.'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 · 20243
MMA SECURITIES · Investment advisory (plan)$60,000
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$18,103
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
2024$28,663 · 0.03%
2023$94,855 · 0.10%
2022$67,596 · 0.09%
Similar plansManufacturing · Texas
Houston Refining LP TX$110.1M · 0.07%
Bray International, Inc. TX$109.7M · 0.26%
Ichor Systems, Inc. TX$108.3M · 0.16%
Fifth Generation, Inc TX$105.2M · 0.07%
Farmer Bros. Co. TX$103.5M · 0.20%
Cdi Energy Products, LLC TX$100.4M · 0.22%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 410824465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.