Retirement plan

NCH CORPORATION RETIREMENT SAVINGS PLAN

Name: NCH CORPORATION - NCH CORPORATION RETIREMENT SAVINGS PLAN (2023) Form 5500
Creator: NCH CORPORATION
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NCH CORPORATION RETIREMENT SAVINGS PLAN, NCH CORPORATION

NCH CORPORATIONEIN 75-0457200Plan #001PY 2023

2727 CHEMSEARCH BLVD. - IRVING, TX 75062972-438-0835

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed August 2, 2005

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.

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Total assets (EOY)

$323.4M

-5.7% from 2016

Total participants

2,447

+6.3% from 2016

Average account balance

$136,839

-0.6% from 2016

Annual return

15.74%

-7.06 pp from 2016

Benchmarks

See 394 peers

Peer group

Industry32 - Manufacturing

Plan typeDefined contribution

Participants1,000-4,999

Cohort394 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$354.23M

Not enough data

1 years with asset history on file

Average account balance

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

$152K

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.

2,327

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.

95.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$24.69M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$13K

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

+13.21%

Not enough data

1 years with return on file

Admin fee / account holder

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

$117

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 2 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.5 years Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC Service code 15 · EIN 34-1479833	Recordkeeping	$214,759
NCH CORPORATION6 years Service code 28 · EIN 75-0457200	Investment Management	$49,970

Plan features & details

Pension benefit codes2E2G2J2K2S2T

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.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$265K

$143 / participant

Recordkeeping$164K62.1%
Investment mgmt$100K37.9%

% of EOY assets

0.082%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: BROCK AND COMPANY CPAS P.C
Auditor EIN: 840930288
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$136,839

$104,631+30.8%

$98,462+39.0%

$80,187+70.7%

Participation rate

95.5%

87.5%+7.9pp

75.2%+20.3pp

72.9%+22.5pp

Annual return

15.74%

34.72%-19.0pp

21.20%-5.5pp

40.40%-24.7pp

Employer contribution / active EE

$3,984

$4,517-11.8%

$3,049+30.7%

$2,980+33.7%

Participant deferral / active EE

$8,800

$6,545+34.4%

$4,738+85.7%

$5,016+75.4%

Admin fee / account holder

$112

$105+6.9%

$8,875-98.7%

$145-22.7%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.5 years

Filed as: SCHWAB RETIREMENT PLAN SERVICES,INC

Service code 15 · EIN 34-1479833

Recordkeeping

$214,759

NCH CORPORATION6 years

Service code 28 · EIN 75-0457200

Investment Management

$49,970

NCH CORPORATION RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NCH CORPORATION RETIREMENT SAVINGS 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