Retirement plan

NORTH AMERICAN PACKAGING CORPORATION OF PUERTO RICO 401(K) RETIREMENT SAVINGS PLAN

Name: BWAY CORPORATION - NORTH AMERICAN PACKAGING CORPORATION OF PUERTO RICO 401(K) RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: BWAY CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NORTH AMERICAN PACKAGING CORPORATION OF PUERTO RICO 401(K) RETIREMENT SAVINGS PLAN, BWAY CORPORATION

BWAY CORPORATIONEIN 36-3624491Plan #003PY 2025

375 NORTHRIDGE RD SUITE 600, SUITE 250 - ATLANTA, GA 30350630-203-4109bwaycorp.comLinkedIn10001+ employeespackaging and containers

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$2.5M

-1.4% from 2024

Total participants

-9.1% from 2024

Average account balance

$50,440

+6.5% from 2024

Annual return

16.35%

+7.18 pp from 2024

Benchmarks

See 5,715 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants<25

Cohort5,715 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.52M

Not enough data

1 years with asset history on file

Average account balance

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

$50K

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.

208.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$110K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+16.35%

Not enough data

1 years with return on file

Admin fee / account holder

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

$11550

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 codes2E2G3C2T2F

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.
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.
3C
Plan not intended to be qualified
A plan not intended to be qualified under Code sections 401 403 or 408.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$578K

$24063 / participant

Other / not subdivided$578K100.0%

% of EOY assets

22.899%

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

$50,440

$132,099-61.8%

$115,599-56.4%

$138,895-63.7%

Participation rate

100.0%

77.9%+22.1pp

74.3%+25.7pp

79.9%+20.1pp

Annual return

16.35%

176.76%-160.4pp

111.10%-94.7pp

145.39%-129.0pp

Employer contribution / active EE

$1,508

$3,416-55.9%

$2,955-49.0%

$4,194-64.1%

Participant deferral / active EE

$3,083

$5,617-45.1%

$4,889-37.0%

$6,396-51.8%

Admin fee / account holder

$11,550

$15,650-26.2%

$12,841-10.0%

$12,562-8.1%

NORTH AMERICAN PACKAGING CORPORATION OF PUERTO RICO 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NORTH AMERICAN PACKAGING CORPORATION OF PUERTO RICO 401(K) RETIREMENT SAVINGS 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