Plan Ledger DOL Form 5500 · updated monthly

Valgroup North America, Inc.401(k)

VALGROUP NORTH AMERICA, INC. 401(K) PLAN · FINDLAY, OH · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Valgroup North America, Inc. reported $6,270 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,842 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 0.069% to 0.073%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Ohio (2,040th of 3,295), and 9,045th of 13,661 in manufacturing. In 2024, employees put in $1.39 for every $1.00 the employer contributed; active participation has grown from 133 to 153 since 2022.

Plan summary
Net assets, end of year$9,425,723
Participants with balances144
Active participants153
Employer contributions$434,861
Employee contributions$602,762
Employer contribution per active participant$2,842
Average account balance$65,456
Benefits paid to participants$573,066
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.4M · 144 accts · $435K emplr
2023$7.7M · 155 accts · $457K emplr
2022$5.6M · 120 accts · $374K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,270
Total administrative$6,270
The Valgroup North America, Inc. 401(k) match · 2024
Employer contribution per active participant$2,842
Median for plans this size$1,313
2024$2,842 per active participant
2023$2,855 per active participant
2022$2,810 per active participant

Valgroup North America, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20242
CAPITAL GROUP RETIREMENT PLAN SERVI · Recordkeeping · Investment managementindirect comp
PENSION INNOVATIONS & CONSULTING · Accounting / audit · Actuarialindirect comp

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN SERVI
2023CAPITAL GROUP RETIREMENT PLAN SERVI

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Administrative cost history3
2024$6,270 · 0.07%
2023$3,860 · 0.06%
2022$4,162 · 0.07%
Same employer
Similar plansManufacturing · Ohio
Pro-Pak Industries, Inc. OH$9.5M · 0.44%
Dimex, LLC OH$9.4M · 0.41%
Imco Carbide Tools, Inc. OH$9.4M · 0.43%
Rki, Inc. OH$9.4M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 472420000 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.