Plan Ledger DOL Form 5500 · updated monthly

Terumo Americas Holding, Inc.401(k)

TERUMO EMPLOYEE SAVINGS AND INVESTMENT PLAN · SOMERSET, NJ · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Terumo Americas Holding, Inc. reported $404,533 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $8,084 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 0.02% to 0.05%. 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 82nd-largest of 2,419 plans among New Jersey employers on file, and the 386th of 13,661 in manufacturing. In 2024, employees put in $1.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$836,323,258
Participants with balances5,460
Active participants3,820
Employer contributions$30,882,659
Employee contributions$35,917,944
Employer contribution per active participant$8,084
Average account balance$153,173
Benefits paid to participants$81,891,926
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$836.3M · 5,460 accts · $30.9M emplr
2023$721.5M · 5,379 accts · $30.4M emplr
2022$592.1M · 5,184 accts · $27.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$267,425
Audit (IQPA)$47,750
Total administrative$404,533
The Terumo Americas Holding, Inc. 401(k) match · 2024
Employer contribution per active participant$8,084
Median for plans this size$4,294
2024$8,084 per active participant
2023$8,557 per active participant
2022$7,662 per active participant

Terumo Americas Holding, Inc.'s 2024 employer contribution ran above the $4,294 median for plans its size, placing it in the top 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 · 20245
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$255,475
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$81,860
EISNER AMPER LLP · Accounting / audit$47,750
PORTFOLIO EVALUATIONS, INC. · Investment advisory (plan)$11,950
BALLARD SPAHR LLP · Legal$7,498

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$404,533 · 0.05%
2023$267,644 · 0.04%
2022$162,962 · 0.02%
Same employer
Similar plansManufacturing · New Jersey
Bausch & Lomb Americas Inc. NJ$810.6M · 0.09%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 341112331 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.