Retirement plan

DRESSER-HULL COMPANY RETIREMENT PLAN

Name: DRESSER-HULL COMPANY - DRESSER-HULL COMPANY RETIREMENT PLAN (2024) Form 5500
Creator: DRESSER-HULL COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DRESSER-HULL COMPANY RETIREMENT PLAN, DRESSER-HULL COMPANY

DRESSER-HULL COMPANYEIN 04-1259120Plan #002PY 2024

60 RAILROAD STREET - LEE, MA 01238413-243-1400dresserhull.comLinkedIn11-50 employeesbuilding materials

Other plans on this EIN

1 filing

#001Retirement-$1.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$809K

+53.0% from 2023

Total participants

-6.1% from 2023

Average account balance

$26,090

+62.9% from 2023

Annual return

10.55%

-78.71 pp from 2023

Benchmarks

See 9,342 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants25-99

Cohort9,342 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$809K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$26K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

114.8%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$229K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.55%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$154

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$5K

$176 / participant

Other / not subdivided$5K100.0%

% of EOY assets

0.589%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$26,090

$71,208-63.4%

$93,681-72.2%

$80,911-67.8%

Participation rate

100.0%

60.4%+39.6pp

68.7%+31.3pp

67.6%+32.4pp

Annual return

10.55%

11.27%-0.7pp

133.47%-122.9pp

35.63%-25.1pp

Employer contribution / active EE

$2,763

$1,564+76.6%

$2,422+14.1%

$2,756+0.3%

Participant deferral / active EE

$5,703

$4,035+41.4%

$4,415+29.2%

$4,297+32.7%

Admin fee / account holder

$154

$6,951-97.8%

$8,290-98.1%

$6,935-97.8%

DRESSER-HULL COMPANY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DRESSER-HULL COMPANY RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion