Plan Ledger DOL Form 5500 · updated monthly

Wiley Companies401(k)

WILEY COMPANIES 401(K) RETIREMENT PLAN · COSHOCTON, OH · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Wiley Companies reported $42,998 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $7,710 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 fell from 0.25% to 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,154th-largest of 3,295 plans among Ohio employers on file, and the 5,237th of 13,661 in manufacturing. In 2024, the employer put in $2.57 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$24,174,046
Participants with balances263
Active participants225
Employer contributions$1,734,663
Employee contributions$673,667
Employer contribution per active participant$7,710
Average account balance$91,917
Benefits paid to participants$1,086,738
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$24.2M · 263 accts · $1.7M emplr
2023$20.1M · 270 accts · $723K emplr
2022$15.7M · 270 accts · $694K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,998
Total administrative$42,998
The Wiley Companies 401(k) match · 2024
Employer contribution per active participant$7,710
Median for plans this size$2,416
2024$7,710 per active participant
2023$2,999 per active participant
2022$2,976 per active participant

Wiley Companies's 2024 employer contribution ran above the $2,416 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 · 20243
EMPOWER ADVISORY GROUP, LLC · Investment management$5,214
KLINE KEPPEL & KORYAK PC · Contract administrator$3,154

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$42,998 · 0.19%
2023$40,371 · 0.23%
2022$41,916 · 0.25%
Same employer
Similar plansManufacturing · Ohio
The Horsburgh & Scott Co. OH$24.8M · 0.19%
Park Corporation OH$24.6M · 0.32%
Ultium Cells, LLC OH$24.4M · 0.40%
Interdesign, Inc. OH$24.0M · 0.03%
Werk-Brau Co., Inc. OH$23.9M · 0.20%
General Tool Company OH$23.9M · 0.18%
Field Aviation, Inc. OH$23.9M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 311011840 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.