Retirement plan

JOHNSON MATTHEY INC. HOURLY 401(K) PLAN

Name: JOHNSON MATTHEY INC. - JOHNSON MATTHEY INC. HOURLY 401(K) PLAN (2022) Form 5500
Creator: JOHNSON MATTHEY INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, JOHNSON MATTHEY INC. HOURLY 401(K) PLAN, JOHNSON MATTHEY INC.

JOHNSON MATTHEY INC.EIN 23-0411710Plan #004PY 2022

435 DEVON PARK DRIVE, SUITE 600 - WAYNE, PA 190871998610-971-3000LinkedIn1-10 employeesmining & metals

Other plans on this EIN

3 filings

#003Retirement-$407.5M assets #001Retirement-$298.2M assets #002Retirement-$43.0M assets

Prospect flagsLow returns

Top hat statement on fileNQDC

Filed October 8, 2007

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$36.1M

-0.6% from 2016

Total participants

477

+5.3% from 2016

Average account balance

$88,827

-3.2% from 2016

Annual return

-18.25%

-0.28 pp from 2016

Benchmarks

See 2,389 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants250-999

Cohort2,389 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$44.47M

Not enough data

1 years with asset history on file

Average account balance

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

$107K

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.

417

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.

86.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$2.95M

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

+12.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$160

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 4 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC4 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$29,930
MERCER2 years Service code 16 PO BOX 13793 · DALLAS, TX 75373	Consulting	$17,515
FINANCIAL ENGINES5 years Service code 26 1050 ENTERPRISE WAY · SUNNYVALE, CA 94089	Advisory (Participants)	$14,159
MORGAN STANLEY SMITH BARNEY1 year Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178	Legal	$5,496

Plan features & details

Pension benefit codes2E2G2J2K3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$65K

$161 / participant

Investment mgmt$16K24.4%
Other / not subdivided$49K75.6%

% of EOY assets

0.181%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BDO USA, P.C.
Auditor EIN: 135381590
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$88,827

$72,303+22.9%

$86,717+2.4%

$64,829+37.0%

Participation rate

82.6%

80.4%+2.1pp

76.6%+6.0pp

71.5%+11.1pp

Annual return

-18.25%

392.77%-411.0pp

35.97%-54.2pp

32.85%-51.1pp

Employer contribution / active EE

$1,992

$2,393-16.8%

$2,837-29.8%

$2,507-20.5%

Participant deferral / active EE

$4,265

$4,660-8.5%

$4,657-8.4%

$4,312-1.1%

Admin fee / account holder

$161

$174-7.4%

$7,494-97.8%

$188-14.2%

Provider

Service type

Compensation

T ROWE PRICE RPS INC4 years

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$29,930

MERCER2 years

Service code 16

PO BOX 13793 · DALLAS, TX 75373

Consulting

$17,515

FINANCIAL ENGINES5 years

Service code 26

1050 ENTERPRISE WAY · SUNNYVALE, CA 94089

Advisory (Participants)

$14,159

MORGAN STANLEY SMITH BARNEY1 year

Filed as: MORGAN, LEWIS & BOCKIUS LLP

Service code 29

PO BOX 8500 S-6050 · PHILADELPHIA, PA 19178

Legal

$5,496

JOHNSON MATTHEY INC. HOURLY 401(K) PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

JOHNSON MATTHEY INC. HOURLY 401(K) PLAN

Top hat statement on fileNQDC

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