Plan Ledger DOL Form 5500 · updated monthly

Sharkninja Management Company401(k)

SHARKNINJA MANAGEMENT COMPANY EMPLOYEES SAVINGS PLAN · NEEDHAM, MA · plan year 2025

Reported admin expense ratio · 2025
0.24%

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

Sharkninja Management Company reported $352,461 in plan administrative expenses for 2025: 0.24% of average plan assets, higher than ~75% of peers. Employer contributions averaged $5,631 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 0.24%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other manufacturing employers. By assets it is the 303rd-largest of 2,726 plans among Massachusetts employers on file, and the 1,304th of 13,661 in manufacturing. In 2025, employees put in $1.92 for every $1.00 the employer contributed; active participation has grown from 1,013 to 1,554 since 2022.

Plan summary
Net assets, end of year$169,967,932
Participants with balances2,142
Active participants1,554
Employer contributions$8,750,424
Employee contributions$16,795,083
Employer contribution per active participant$5,631
Average account balance$79,350
Benefits paid to participants$15,195,193
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$170.0M · 2,142 accts · $8.8M emplr
2024$129.4M · 1,904 accts · $7.1M emplr
2023$97.2M · 1,600 accts · $5.5M emplr
2022$73.8M · 1,400 accts · $4.9M emplr
The Sharkninja Management Company 401(k) match · 2025
Employer contribution per active participant$5,631
Median for plans this size$4,093
2025$5,631 per active participant
2024$4,940 per active participant
2023$4,783 per active participant
2022$4,842 per active participant

Sharkninja Management Company's 2025 employer contribution ran above the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
GLOBAL RETIREMENT PARTNERS LLC · Securities brokerage$144,356
EMPOWER ADVISORY GROUP, LLC · Investment management$42,209

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

Administrative cost history4
2025$352,461 · 0.24%
2024$308,617 · 0.27%
2023$277,125 · 0.32%
2022$236,224 · 0.31%
Similar plansManufacturing · Massachusetts
Nova Biomedical Corporation MA$180.2M · 0.15%
Analogic Corporation MA$179.3M · 0.19%
Circor International, Inc. MA$178.8M · 0.16%
Flexcon Company, Inc MA$176.8M · 0.07%
Evident Scientific MA$156.1M · 0.22%
Mestek, Inc. MA$147.9M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 383685665 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.