Plan Ledger DOL Form 5500 · updated monthly

Roller Bearing Co of America, Inc.401(k)

ROLLER BEARING COMPANY OF AMERICA 401(K) PLAN · OXFORD, CT · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Roller Bearing Co of America, Inc. reported $473,143 in plan administrative expenses for 2024: 0.18% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,523 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 0.17% to 0.18%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 87th-largest of 1,106 plans among Connecticut employers on file, and the 899th of 13,661 in manufacturing. In 2024, employees put in $1.15 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$280,425,321
Participants with balances3,874
Active participants3,247
Employer contributions$17,931,829
Employee contributions$20,674,218
Employer contribution per active participant$5,523
Average account balance$72,387
Benefits paid to participants$25,938,896
Plan auditUnmodified (clean) audit opinion
AuditorFIONDELLA, MILONE & LASARACINA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$280.4M · 3,874 accts · $17.9M emplr
2023$234.5M · 3,788 accts · $16.8M emplr
2022$177.9M · 3,662 accts · $13.4M emplr
The Roller Bearing Co of America, Inc. 401(k) match · 2024
Employer contribution per active participant$5,523
Median for plans this size$4,294
2024$5,523 per active participant
2023$5,298 per active participant
2022$4,357 per active participant

Roller Bearing Co of America, Inc.'s 2024 employer contribution ran above the $4,294 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
THE VANGUARD GROUP, INC. · Recordkeeping · Consulting$380,994
VANGUARD ADVISERS INC. · Investment advisory (participants)$112,995

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$473,143 · 0.18%
2023$366,315 · 0.18%
2022$292,954 · 0.17%
Same employer
Similar plansManufacturing · Connecticut
Barnes Group, Inc. CT$320.1M · 0.09%
Element Solutions Inc CT$311.2M · 0.08%
Pmi Global Services Inc CT$303.5M · 0.03%
Quadient Inc. CT$282.5M · 0.11%
Trumpf Inc. CT$277.0M · 0.06%
Tronox Incorporated CT$261.2M · 0.05%
Ethan Allen Global, Inc. CT$248.6M · 0.18%
Sturm, Ruger & Company, Inc. CT$234.7M · 0.01%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 133426227 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.