Retirement plan

LOCAL 81134 IUE-CWA 401(K) PLAN

Name: DATWYLER PHARMA PACKAGING USA - LOCAL 81134 IUE-CWA 401(K) PLAN (2023) 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 2023

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

Other plans on this EIN

1 filing

#003Retirement--

Prospect flagsLow returns

How to read this page

Total assets (EOY)

$10.5M

+21.2% from 2022

Total participants

208

+3.5% from 2022

Average account balance

$51,112

+16.5% from 2022

Annual return

12.00%

+26.56 pp from 2022

Benchmarks

See 1,939 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants100-249

Cohort1,939 peers

Snapshot2023

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

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 codes2E2F2G2J2T3D3H

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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

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

$32K

$185 / participant

Other / not subdivided$32K100.0%

% of EOY assets

0.304%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BARNES, DENNING & CO., LTD.
Auditor EIN: 311119890
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$51,112

$71,534-28.5%

$98,462-48.1%

$71,529-28.5%

Participation rate

98.8%

72.7%+26.2pp

75.2%+23.7pp

67.9%+30.9pp

Annual return

12.00%

32.44%-20.4pp

21.17%-9.2pp

28.97%-17.0pp

Employer contribution / active EE

$2,386

$2,399-0.6%

$3,049-21.7%

$2,590-7.9%

Participant deferral / active EE

$2,498

$4,109-39.2%

$4,738-47.3%

$4,291-41.8%

Admin fee / account holder

$155

$1,677-90.7%

$8,875-98.2%

$1,588-90.2%

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