Plan Ledger DOL Form 5500 · updated monthly

Planar Systems, Inc.401(k)

PLANAR SYSTEMS, INC. 401(K) PLAN · HILLSBORO, OR · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Planar Systems, Inc. reported $36,009 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,907 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 0.04% to 0.06%. 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 148th-largest of 1,021 plans among Oregon employers on file, and the 2,624th of 13,661 in manufacturing. In 2024, employees put in $2.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$64,594,238
Participants with balances456
Active participants430
Employer contributions$1,250,102
Employee contributions$2,933,019
Employer contribution per active participant$2,907
Average account balance$141,654
Benefits paid to participants$6,137,758
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$64.6M · 456 accts · $1.3M emplr
2023$57.8M · 479 accts · $1.3M emplr
2022$51.2M · 472 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,946
Investment management$28,063
Total administrative$36,009
The Planar Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$2,907
Median for plans this size$3,635
2024$2,907 per active participant
2023$2,792 per active participant
2022$3,192 per active participant

Planar Systems, 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 · 20242
EMPOWER ADVISORY GROUP, LLC · Investment management$28,063

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$36,009 · 0.06%
2023$25,802 · 0.05%
2022$19,744 · 0.04%
Same employer
Similar plansManufacturing · Oregon
Membrane Holdings LLC OR$66.7M · 0.28%
Radisys Corporation OR$64.7M · 0.10%
Swanson Group, Inc. OR$64.4M · 0.31%
Epson Portland Inc. OR$56.6M · 0.21%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 930835396 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.