Plan Ledger DOL Form 5500 · updated monthly

Zippo Manufacturing Company401(k)

ZIPPO MANUFACTURING COMPANY AND W.R. CASE & SONS CUTLERY 401(K) PLAN · BRADFORD, PA · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Zippo Manufacturing Company reported $167,612 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $4,001 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 0.12% to 0.14%. 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 413th-largest of 3,651 plans among Pennsylvania employers on file, and the 1,637th of 13,661 in manufacturing. In 2024, employees put in $1.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$122,559,349
Participants with balances1,042
Active participants920
Employer contributions$3,681,185
Employee contributions$4,878,281
Employer contribution per active participant$4,001
Average account balance$117,619
Benefits paid to participants$13,476,257
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$122.6M · 1,042 accts · $3.7M emplr
2023$108.8M · 1,045 accts · $3.7M emplr
2022$92.7M · 1,063 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$167,612
Total administrative$167,612
The Zippo Manufacturing Company 401(k) match · 2024
Employer contribution per active participant$4,001
Median for plans this size$3,635
2024$4,001 per active participant
2023$3,944 per active participant
2022$3,667 per active participant

Zippo Manufacturing Company's 2024 employer contribution ran above the $3,635 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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$148,766
SCHNEIDER DOWNS ACCTS. RECEIVABLE D · Accounting / auditindirect comp
GALLAGHER FIDUCIARY ADVISORS · Consultingindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)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 history3
2024$167,612 · 0.14%
2023$129,083 · 0.13%
2022$116,756 · 0.12%
Same employer
Similar plansManufacturing · Pennsylvania
Gcp Applied Technologies PA$137.1M · 0.11%
Zausner Foods Corp. PA$132.7M · 0.06%
Rhi Magnesita PA$128.9M · 0.14%
Buzzi Unicem USA Inc. PA$124.9M · 0.08%
Supplyone, Inc. PA$119.5M · 0.25%
C&D Technologies, Inc. PA$118.5M · 0.20%
Oberg Industries, LLC PA$116.2M · 0.13%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 250920247 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.