Plan Ledger DOL Form 5500 · updated monthly

Ushio America, Inc.401(k)

USHIO AMERICA SAVINGS AND RETIREMENT PLAN · CYPRESS, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Ushio America, Inc. reported $131,403 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $1,898 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 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 764th-largest of 9,483 plans among California employers on file, and the 1,507th of 13,661 in manufacturing. In 2024, employees put in $2.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$137,883,930
Participants with balances763
Active participants496
Employer contributions$941,595
Employee contributions$2,443,245
Employer contribution per active participant$1,898
Average account balance$180,713
Benefits paid to participants$8,763,119
Plan auditUnmodified (clean) audit opinion
AuditorLUCAS, HORSFALL, MURPHY & PINDROH
Plan history3
Yearassets · accounts · employer contribution
2024$137.9M · 763 accts · $942K emplr
2023$133.7M · 840 accts · $1.3M emplr
2022$114.7M · 854 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$131,403
Total administrative$131,403
The Ushio America, Inc. 401(k) match · 2024
Employer contribution per active participant$1,898
Median for plans this size$3,635
2024$1,898 per active participant
2023$2,565 per active participant
2022$2,142 per active participant

Ushio America, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
VANGUARD GROUP INC. · Recordkeeping · Participant communication$50,046
MMA SECURITIES LLC · Investment advisory (plan)$56,017
LUCAS HORSFALL$7,000

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$131,403 · 0.10%
2023$144,009 · 0.12%
2022$113,026 · 0.09%
Same employer
Similar plansManufacturing · California
Kia America, Inc. CA$141.6M · 0.25%
Super Store Industries CA$141.1M · 0.08%
Semtech Corporation CA$139.5M · 0.05%
Belkin International, Inc. CA$137.0M · 0.12%
Alps Alpine CA$136.2M
Tandem Diabetes Care, Inc. CA$136.0M · 0.28%
Emcore Corporation CA$135.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952485252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.