Plan Ledger DOL Form 5500 · updated monthly

Trion Industries, Inc401(k)

TRION INDUSTRIES, INC. EMPLOYEE'S 401(K) SAVINGS PLAN · WILKES BARRE, PA · plan year 2025

Reported admin expense ratio · 2025
0.49%

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

Trion Industries, Inc reported $49,801 in plan administrative expenses for 2025: 0.49% of average plan assets, higher than ~75% of peers. Employer contributions averaged $625 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 0.53% to 0.49%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,210th of 3,651), and 8,414th of 13,661 in manufacturing. In 2025, employees put in $3.16 for every $1.00 the employer contributed; active participation has grown from 212 to 277 since 2022.

Plan summary
Net assets, end of year$10,876,179
Participants with balances230
Active participants277
Employer contributions$173,143
Employee contributions$546,781
Employer contribution per active participant$625
Average account balance$47,288
Benefits paid to participants$339,401
Plan auditUnmodified (clean) audit opinion
AuditorKRONICK KALADA BERDY & CO.
Plan history4
Yearassets · accounts · employer contribution
2025$10.9M · 230 accts · $173K emplr
2024$9.5M · 229 accts · $152K emplr
2023$9.7M · 195 accts · $144K emplr
2022$8.4M · 175 accts · $73K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$49,801
Total administrative$49,801
The Trion Industries, Inc 401(k) match · 2025
Employer contribution per active participant$625
Median for plans this size$2,666
2025$625 per active participant
2024$553 per active participant
2023$630 per active participant
2022$346 per active participant

Trion Industries, Inc's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$49,800
NEW ENGLAND RETIREMENT CONSULTANTS · Investment advisory (plan)indirect comp

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$49,801 · 0.49%
2024$53,326 · 0.56%
2023$48,934 · 0.54%
2022$49,075 · 0.53%
Same employer
Similar plansManufacturing · Pennsylvania
Yazoo Mills, Inc. PA$11.1M · 0.49%
Distributor Service, Inc. PA$11.1M · 0.65%
Wendell H. Stone Co., Inc. PA$11.0M · 0.49%
Delgrosso Foods, Inc. PA$10.8M · 0.47%
Maple Donuts, Inc. PA$10.6M · 0.50%
Macinnis Group, LLC PA$10.5M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 112122165 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.