Industry55 - Management of Companies and Enterprises
Plan typeDefined contribution
Participants25-99
Cohort572 peers
Snapshot2025
Participant deferral / active EE
Employer contribution / active EE
Admin fee / account holder
Overall peer rank
55th percentileavg across 6 metrics
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Analytics
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
1 fund holds $44K of the plan's $6.0M. From the 2025 filing. Recordkeeper: Not identified.
In collective trusts0%median 0% for plans of $5M to $50M (40,338 plans)
In index funds0%median 22% for plans of $5M to $50M (40,338 plans)
In the main target-date series0%median 38% for plans of $5M to $50M (40,338 plans)
Employer stockYes
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Plan features & details
Pension benefit codes2I2O2Q3H3I
Plan features
- 2I
Stock bonus
Stock bonus plan.
- 2O
ESOP other than a leveraged ESOP
Employee stock ownership plan that is not leveraged.
- 2Q
ESOP maintained by an S corporation
The employer maintaining this ESOP is an S corporation.
- 3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
- 3I
Employer securities investment required
Plan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.