Retirement plan

PRINTING LOCAL 72 INDUSTRY PENSION PLAN

Name: PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O ASSOCIATED ADMINISTRATORS - PRINTING LOCAL 72 INDUSTRY PENSION PLAN (2025) Form 5500
Creator: PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O ASSOCIATED ADMINISTRATORS
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PRINTING LOCAL 72 INDUSTRY PENSION PLAN, PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O ASSOCIATED ADMINISTRATORS

PRINTING LOCAL 72 INDUSTRY PENSION FUND C/O ASSOCIATED ADMINISTRATORSEIN 52-6033899Plan #001PY 2025

911 RIDGEBROOK ROAD - SPARKS, MD 211529459410-683-6500

Prospect flagsHigh retiree %Low employer contribution

How to read this page

Total assets (EOY)

$45.9M

+425.6% from 2024

Total participants

718

-2.2% from 2024

Average account balance

No prior year

Annual return

462.27%

+455.90 pp from 2024

Benchmarks

See 157 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined benefit

Participants<25

Cohort157 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$45.89M

Not enough data

1 years with asset history on file

Average account balance

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

$64K

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.

696

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.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$111K

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

+462.27%

Not enough data

1 years with return on file

Admin fee / account holder

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

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

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Service providers

Top 8 by compensation

Provider	Service type	Compensation
ASSOCIATED ADMINISTRATORS, LLC5 years Filed as: ASSOCIATED ADMINISTRATORS Service code 10 · EIN 65-1205077	Accounting	$95,939
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375	Actuarial	$53,893
MANNING & NAPIER3 years Filed as: MANNING NAPIER Service code 27 · EIN 45-3328488	Advisory (Plan)	$49,230
O'DONOGHUE & O'DONOGHUE10+ years Service code 29 · EIN 53-6120528	Legal	$39,063
WITHUMSMITH+BROWN, PC2 years Filed as: WITHUMSMITH & BROWN, P.C. Service code 10 · EIN 22-2027092	Accounting	$37,491
DAHAB ASSOCIATES10+ years Service code 17 423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706	Pension Consulting	$20,833
PNC BANK, N.A.10+ years Filed as: PNC INSTITUTIONAL TRUST Service code 21 · EIN 22-1146430	Bank Trustee	$7,552
DOYLE PRINTING1 year Filed as: DOYLE PRINTING & COMMUNICATIONS Service code 49 5206 46TH AVE · HYATTSVILLE, MD 20781	Other Services	$6,496

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1B

Plan features

1B
Benefits are primarily flat dollar
Benefits are primarily a flat dollar amount (including a dollar amount per year of service).

Opportunity flags

2 tripped

OpportunityLow employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Expense breakdown

Schedule H Part II

Admin total

$372K

$16919 / participant

Recordkeeping$10K2.8%
Trustee / custodial$8K2.0%
Investment mgmt$70K18.8%
Legal$39K10.5%
Actuarial$54K14.5%
Contract admin$96K25.8%
Other / not subdivided$95K25.6%

% of EOY assets

0.811%

all-in expense ratio

Categories reported

6 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: WITHUMSMITH&BROWN PC
Auditor EIN: 222027092
Audit fees: $27,004
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$328,120-100.0%

Participation rate

0.0%

0.0%0pp

34.1%-34.1pp

Annual return

462.27%

14.46%+447.8pp

13.13%+449.1pp

13.02%+449.3pp

Employer contribution / active EE

$5,049

$20,547-75.4%

$16,548-69.5%

$34,257-85.3%

Participant deferral / active EE

$37-100.0%

$62-100.0%

Admin fee / account holder

$39,117-100.0%

Provider

Service type

Compensation

ASSOCIATED ADMINISTRATORS, LLC5 years

Filed as: ASSOCIATED ADMINISTRATORS

Service code 10 · EIN 65-1205077

Accounting

$95,939

THE MCKEOGH COMPANY10+ years

Service code 11 · EIN 23-3003375

Actuarial

$53,893

MANNING & NAPIER3 years

Filed as: MANNING NAPIER

Service code 27 · EIN 45-3328488

Advisory (Plan)

$49,230

O'DONOGHUE & O'DONOGHUE10+ years

Service code 29 · EIN 53-6120528

Legal

$39,063

WITHUMSMITH+BROWN, PC2 years

Filed as: WITHUMSMITH & BROWN, P.C.

Service code 10 · EIN 22-2027092

Accounting

$37,491

DAHAB ASSOCIATES10+ years

Service code 17

423 SOUTH COUNTRY ROAD · BAY SHORE, NY 11706

Pension Consulting

$20,833

PNC BANK, N.A.10+ years

Filed as: PNC INSTITUTIONAL TRUST

Service code 21 · EIN 22-1146430

Bank Trustee

$7,552

DOYLE PRINTING1 year

Filed as: DOYLE PRINTING & COMMUNICATIONS

Service code 49

5206 46TH AVE · HYATTSVILLE, MD 20781

Other Services

$6,496

PRINTING LOCAL 72 INDUSTRY PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

PRINTING LOCAL 72 INDUSTRY PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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