Plan Ledger DOL Form 5500 · updated monthly

Samson Investment Holding Co.401(k)

SAMSON INVESTMENT HOLDING CO. RETIREMENT SAVINGS PLAN & TRUST · HIGH POINT, NC · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Samson Investment Holding Co. reported $74,054 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $1,156 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 0.43% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 443rd-largest of 2,005 plans among North Carolina employers on file, and the 3,642nd of 13,661 in manufacturing. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has shrunk from 1,408 to 1,134 since 2022.

Plan summary
Net assets, end of year$40,567,145
Participants with balances679
Active participants1,134
Employer contributions$1,311,330
Employee contributions$2,790,486
Employer contribution per active participant$1,156
Average account balance$59,745
Benefits paid to participants$3,578,888
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$40.6M · 679 accts · $1.3M emplr
2023$35.5M · 677 accts · $1.3M emplr
2022$30.2M · 740 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$74,054
Total administrative$74,054
The Samson Investment Holding Co. 401(k) match · 2024
Employer contribution per active participant$1,156
Median for plans this size$2,416
2024$1,156 per active participant
2023$1,181 per active participant
2022$856 per active participant

Samson Investment Holding Co.'s 2024 employer contribution ran below the $2,416 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$74,053

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

Recordkeeper by year2
2024ADP
2023ADP, MMA SECURITIES, LLC

This plan has changed recordkeepers within these filings. If you left Samson Investment Holding Co. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$74,054 · 0.19%
2023$90,589 · 0.28%
2022$139,518 · 0.43%
Same employer
Similar plansManufacturing · North Carolina
Murata Machinery USA, Inc. NC$41.8M · 0.24%
The Intertech Group, Inc. NC$41.2M · 0.29%
Grady-White Boats, Inc. NC$39.7M · 0.03%
Kayser-Roth Corporation NC$39.4M · 0.33%
Cormetech, Inc. NC$39.2M · 0.12%
Akg North America, Inc. NC$39.1M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 200034952 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.