Plan Ledger DOL Form 5500 · updated monthly

Party City Holdings Inc.401(k)

PARTY CITY HOLDINGS INC. 401(K) PLAN · WOODCLIFF LAKE, NJ · plan year 2021

Reported admin expense ratio · 2021
0.31%

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

Party City Holdings Inc. reported $607,752 in plan administrative expenses for 2021: 0.31% of average plan assets, higher than ~75% of peers. Employer contributions averaged $463 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 3 years on file its reported administrative ratio fell from 0.31% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 32 comparable plans and shown alongside other retail trade employers. By assets it is the 182nd-largest of 2,419 plans among New Jersey employers on file, and the 165th of 5,215 in retail trade. In 2021, employees put in $3.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$284,915,185
Participants with balances1,750
Active participants5,709
Employer contributions$2,641,616
Employee contributions$10,071,249
Employer contribution per active participant$463
Average account balance$162,809
Benefits paid to participants$20,045,400
Plan auditUnmodified (clean) audit opinion
AuditorCROWE
Plan history4
Yearassets · accounts · employer contribution
2024$221.0M · 4,045 accts · $5.8M emplr
2023$261.0M · 5,042 accts · $7.2M emplr
2022$235.3M · 5,726 accts · $9.5M emplr
2021$284.9M · 1,750 accts · $2.6M emplr
The Party City Holdings Inc. 401(k) match · 2021
Employer contribution per active participant$463
Median for plans this size$2,545
2024$972 per active participant
2023$1,370 per active participant
2022$1,785 per active participant
2021$463 per active participant

Party City Holdings Inc.'s 2021 employer contribution ran below the $2,545 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history4
2024$431,333 · 0.18%
2023$391,209 · 0.16%
2022$492,451 · 0.19%
2021$607,752 · 0.31%
Same employer
Similar plansRetail Trade · New Jersey
Premium Brands Services LLC NJ$382.6M · 0.15%
Kering Americas, Inc NJ$344.9M · 0.07%
Sparc Group LLC NJ$341.8M · 0.20%
Suburban Propane L.P. NJ$254.0M · 0.19%
H&M Fashion USA, Inc. NJ$141.6M · 0.11%
The Children's Place, Inc. NJ$129.9M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201033029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.