Plan Ledger DOL Form 5500 · updated monthly

Sotera Health Holdings, LLC401(k)

401(K) PLAN FOR SOTERA HEALTH · BROADVIEW HEIGHTS, OH · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Sotera Health Holdings, LLC reported $524,548 in plan administrative expenses for 2024: 0.29% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,414 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 0.30% to 0.29%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other management of companies employers. By assets it is the 215th-largest of 3,295 plans among Ohio employers on file, and the 152nd of 786 in management of companies. In 2024, employees put in $1.90 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$192,379,960
Participants with balances2,292
Active participants1,732
Employer contributions$5,913,480
Employee contributions$11,251,968
Employer contribution per active participant$3,414
Average account balance$83,935
Benefits paid to participants$24,125,468
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$192.4M · 2,292 accts · $5.9M emplr
2023$174.5M · 2,319 accts · $5.7M emplr
2022$141.4M · 2,309 accts · $5.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$165,269
Investment management$341,279
Audit (IQPA)$18,000
Total administrative$524,548
The Sotera Health Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$3,414
Median for plans this size$3,635
2024$3,414 per active participant
2023$3,217 per active participant
2022$2,858 per active participant

Sotera Health Holdings, LLC'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 · 20244
SCHWAB RETIREMENT PLAN SERVICES,INC · Recordkeeping · Investment advisory (participants)$228,546
MESIROW FINANCIAL INVESTMENT · Investment management$183,032
MORNINGSTAR INC · Investment management$95,120
MEADEN AND MOORE LTD · Accounting / audit$18,000

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

Recordkeeper by year2
2024Charles Schwab
2023Charles Schwab

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Administrative cost history3
2024$524,548 · 0.29%
2023$484,054 · 0.31%
2022$461,995 · 0.30%
Same employer
Similar plansManagement of Companies · Ohio
Meggitt-Usa, Inc. OH$801.9M · 0.02%
Cincinnati Bell Inc. OH$677.0M · 0.05%
Chemed Corporation OH$401.3M · 0.05%
Omya Industries Inc. OH$195.4M · 0.05%
Tosoh America, Inc. OH$128.7M · 0.11%
The Cypress Companies, Inc. OH$52.3M · 0.31%
Jmac, Inc. OH$45.5M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474076134 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.