Plan Ledger DOL Form 5500 · updated monthly

Stillwater Mining Company401(k)

STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN · COLUMBUS, MT · plan year 2023

Reported admin expense ratio · 2023
0.11%

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

Stillwater Mining Company reported $302,234 in plan administrative expenses for 2023: 0.11% of average plan assets, above the peer median. Employer contributions averaged $6,256 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 0.12% to 0.15%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 9th-largest of 229 plans among Montana employers on file, and the 50th of 612 in mining, oil & gas extraction. In 2023, employees put in $1.31 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$279,914,083
Participants with balances1,537
Active participants1,317
Employer contributions$8,238,756
Employee contributions$10,794,594
Employer contribution per active participant$6,256
Average account balance$182,117
Benefits paid to participants$28,469,397
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$276.3M · 1,306 accts · $7.8M emplr
2023$279.9M · 1,537 accts · $8.2M emplr
2022$256.5M · 1,506 accts · $8.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$210,552
Investment management$75,447
Audit (IQPA)$15,225
Total administrative$302,234
The Stillwater Mining Company 401(k) match · 2023
Employer contribution per active participant$6,256
Median for plans this size$4,362
2024$10,241 per active participant
2023$6,256 per active participant
2022$6,171 per active participant

Stillwater Mining Company's 2023 employer contribution ran above the $4,362 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
EMPOWER ANNUITY INSURANCE COMPANY O · Contract administrator · Recordkeeping$210,552
NFP RETIREMENT, INC · Investment advisory (plan)$70,000
CLIFTON LARSON ALLEN LLP · Accounting / audit$15,225
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (plan)$5,447

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$406,937 · 0.15%
2023$302,234 · 0.11%
2022$337,520 · 0.12%
All plans at this employer2
STILLWATER MINING COMPANY 401(K) PLAN401(k)
STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN401(k)
Same employer
Similar plansMining, Oil & Gas Extraction · Montana
Newmont USA Limited CO$341.3M · 0.09%
Imerys USA Inc. GA$309.8M · 0.11%
Equinor US Holdings Inc. CT$309.7M · 0.01%
Calumet Gp, LLC IN$307.0M · 0.03%
Merit Energy Company, LLC TX$277.3M · 0.03%
Rpc, Inc. GA$273.4M · 0.17%
Consol Energy Inc. PA$270.5M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810480654 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.