Retirement plan

LOCAL 81134 IUE-CWA 401(K) PLAN

Name: DATWYLER PHARMA PACKAGING USA - LOCAL 81134 IUE-CWA 401(K) PLAN (2025) Form 5500
Creator: DATWYLER PHARMA PACKAGING USA
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, LOCAL 81134 IUE-CWA 401(K) PLAN, DATWYLER PHARMA PACKAGING USA

DATWYLER PHARMA PACKAGING USAEIN 22-2327412Plan #004PY 2025

9012 PENNSAUKEN HWY - PENNSAUKEN, NJ 08110609-314-7838LinkedIn51-200 employeesplastics

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$13.6M

+13.3% from 2024

Total participants

192

-5.4% from 2024

Average account balance

$71,608

+18.0% from 2024

Annual return

12.28%

-1.84 pp from 2024

Benchmarks

See 486 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort486 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$13.61M

Not enough data

1 years with asset history on file

Average account balance

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

$72K

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.

190

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.

98.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$922K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$7K

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

+12.28%

Not enough data

1 years with return on file

Admin fee / account holder

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

$145

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 2 by compensation

Provider	Service type	Compensation
MORGAN STANLEY SMITH BARNEY2 years Service code 15 · EIN 20-8764829	Recordkeeping	$22,021
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745	Recordkeeping	$5,594

Plan features & details

Pension benefit codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

1 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$28K

$196 / participant

Recordkeeping$6K20.3%
Investment mgmt$22K79.7%

% of EOY assets

0.203%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CLIFTONLARSONALLEN LLP
Auditor EIN: 410746749
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$71,608

$77,569-7.7%

$115,599-38.1%

$64,097+11.7%

Participation rate

98.6%

60.7%+37.9pp

74.3%+24.3pp

55.2%+43.4pp

Annual return

12.28%

18.52%-6.2pp

111.10%-98.8pp

34.64%-22.4pp

Employer contribution / active EE

$2,868

$1,915+49.8%

$2,955-3.0%

$1,891+51.6%

Participant deferral / active EE

$3,674

$3,327+10.4%

$4,889-24.9%

$3,080+19.3%

Admin fee / account holder

$145

$4,470-96.7%

$12,841-98.9%

$3,454-95.8%

Provider

Service type

Compensation

MORGAN STANLEY SMITH BARNEY2 years

Service code 15 · EIN 20-8764829

Recordkeeping

$22,021

ADP BROKER-DEALER1 year

Filed as: ADP, INC.

Service code 15 · EIN 13-3036745

Recordkeeping

$5,594

LOCAL 81134 IUE-CWA 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

LOCAL 81134 IUE-CWA 401(K) 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