Plan Ledger DOL Form 5500 · updated monthly

The Dodge Company, Inc.401(k)

THE DODGE COMPANY SAVINGS AND RETIREMENT PLAN · BILLERICA, MA · plan year 2024

Reported admin expense ratio · 2024
0.22%

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

The Dodge Company, Inc. reported $57,163 in plan administrative expenses for 2024: 0.22% of average plan assets, below the peer median. Employer contributions averaged $1,823 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 has held roughly steady near 0.22%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,062nd-largest of 2,726 plans among Massachusetts employers on file, and the 1,446th of 4,246 in wholesale trade. In 2024, employees put in $6.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,744,138
Participants with balances111
Active participants100
Employer contributions$182,329
Employee contributions$1,138,646
Employer contribution per active participant$1,823
Average account balance$249,947
Benefits paid to participants$1,473,273
Plan auditUnmodified (clean) audit opinion
AuditorRAPHAEL & RAPHAEL, LLP
Plan history4
Yearassets · accounts · employer contribution
2025$0 · $137K emplr
2024$27.7M · 111 accts · $182K emplr
2023$24.9M · 114 accts · $178K emplr
2022$23.0M · 114 accts · $170K emplr
The The Dodge Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,823
Median for plans this size$2,416
2024$1,823 per active participant
2023$1,747 per active participant
2022$1,695 per active participant

The Dodge Company, Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$32,128
RPW SOLUTIONS INC · Contract administrator$26,265

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

Administrative cost history4
2025Not separately reported
2024$57,163 · 0.22%
2023$64,935 · 0.27%
2022$51,509 · 0.21%
Same employer
Similar plansWholesale Trade · Massachusetts
Cape Cod Lumber Co., Inc. MA$32.3M · 0.32%
The Portland Group MA$29.4M · 0.09%
Kraft Power Corporation MA$26.9M · 0.20%
Twins Enterprise, Inc. MA$26.8M · 0.33%
Catania-Spagna Corporation MA$26.3M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 041250520 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.