Plan Ledger DOL Form 5500 · updated monthly

Xperi Inc.401(k)

XPERI INC. 401(K) PLAN · CALABASAS, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Xperi Inc. reported $115,665 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,652 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 0.04% to 0.03%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other manufacturing employers. By assets it is the 334th-largest of 9,483 plans among California employers on file, and the 693rd of 13,661 in manufacturing. In 2024, employees put in $3.95 for every $1.00 the employer contributed; active participation has shrunk from 918 to 695 since 2022.

Plan summary
Net assets, end of year$387,615,175
Participants with balances1,972
Active participants695
Employer contributions$3,928,184
Employee contributions$15,525,494
Employer contribution per active participant$5,652
Average account balance$196,559
Benefits paid to participants$37,623,128
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$387.6M · 1,972 accts · $3.9M emplr
2023$348.5M · 2,124 accts · $4.4M emplr
2022$296.1M · 2,229 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Audit (IQPA)$12,600
Total administrative$115,665
The Xperi Inc. 401(k) match · 2024
Employer contribution per active participant$5,652
Median for plans this size$4,294
2024$5,652 per active participant
2023$5,048 per active participant
2022$5,043 per active participant

Xperi Inc.'s 2024 employer contribution ran above the $4,294 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
MORGAN STANLEY · Investment advisory (plan)$123,060
HOLTHOUSE CARLIN & VAN TRIGT LLP · Accounting / audit$12,600
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$115,665 · 0.03%
2023$66,678 · 0.02%
2022$127,146 · 0.04%
Same employer
Similar plansManufacturing · California
Advantest America, Inc. CA$450.2M · 0.01%
Dexcom Inc CA$448.9M
Jazz Pharmaceuticals, Inc. CA$373.8M · 0.03%
Sunrun Inc. CA$366.3M · 0.35%
Logitech Inc. CA$360.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834470363 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.