Retirement plan

INDUSTRIAL WELDING & ENGINEERING 401(K) PLAN

Name: INDUSTRIAL WELDING & ENGINEERING CO. - INDUSTRIAL WELDING & ENGINEERING 401(K) PLAN (2025) Form 5500
Creator: INDUSTRIAL WELDING & ENGINEERING CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, INDUSTRIAL WELDING & ENGINEERING 401(K) PLAN, INDUSTRIAL WELDING & ENGINEERING CO.

INDUSTRIAL WELDING & ENGINEERING CO.EIN 27-2553944Plan #001PY 2025

747 CARLE CENTER - LEWIS CENTER, OH 430358293614-670-8680iweohio.comLinkedIn1-10 employees

Prospect flagsLow participationHigh assets / participant

How to read this page

Total assets (EOY)

$823K

+17.2% from 2024

Total participants

0.0% from 2024

Average account balance

$823,224

+17.2% from 2024

Annual return

13.30%

-0.97 pp from 2024

Benchmarks

See 11,025 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort11,025 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$823K

Not enough data

1 years with asset history on file

Average account balance

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

$823K

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.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$27K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$14K

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

+13.30%

Not enough data

1 years with return on file

Admin fee / account holder

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

$76

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 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

2 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$76

$38 / participant

Other / not subdivided$76100.0%

% of EOY assets

0.009%

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

$823,224

$136,860+501.5%

$120,344+584.1%

$154,746+432.0%

Participation rate

50.0%

79.9%-29.9pp

76.7%-26.7pp

80.7%-30.7pp

Annual return

13.30%

21.38%-8.1pp

20.30%-7.0pp

172.34%-159.0pp

Employer contribution / active EE

$4,680

$3,533+32.5%

$3,020+55.0%

$4,379+6.9%

Participant deferral / active EE

$8,970

$5,793+54.8%

$5,135+74.7%

$6,730+33.3%

Admin fee / account holder

$76

$15,393-99.5%

$12,742-99.4%

$14,365-99.5%

INDUSTRIAL WELDING & ENGINEERING 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

INDUSTRIAL WELDING & ENGINEERING 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