Plan Ledger DOL Form 5500 · updated monthly

Pioneer North America, Inc.401(k)

PIONEER EMPLOYEES 401 (K) PLAN · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Pioneer North America, Inc. reported $38,524 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,455 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 0.10% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,312th-largest of 9,483 plans among California employers on file, and the 578th of 4,246 in wholesale trade. In 2024, employees put in $7.56 for every $1.00 the employer contributed; active participation has shrunk from 99 to 80 since 2022.

Plan summary
Net assets, end of year$71,549,622
Participants with balances261
Active participants80
Employer contributions$116,424
Employee contributions$880,700
Employer contribution per active participant$1,455
Average account balance$274,136
Benefits paid to participants$10,214,536
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$71.5M · 261 accts · $116K emplr
2023$69.4M · 284 accts · $122K emplr
2022$65.2M · 319 accts · $152K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,274
Audit (IQPA)$11,250
Total administrative$38,524
The Pioneer North America, Inc. 401(k) match · 2024
Employer contribution per active participant$1,455
Median for plans this size$3,635
2024$1,455 per active participant
2023$1,467 per active participant
2022$1,540 per active participant

Pioneer North America, 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
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$27,274
KIECKHAFER, SCHIFFER LLP · Accounting / audit$11,250

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,524 · 0.05%
2023$78,784 · 0.12%
2022$70,737 · 0.10%
Similar plansWholesale Trade · California
Keeco, LLC CA$76.3M · 0.33%
Dpi Specialty Foods, Inc. CA$74.2M · 0.15%
Boardriders, Inc. CA$70.7M · 0.29%
Jvckenwood USA Corporation CA$67.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953243785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.