Plans » Benchmarking Engine
Benchmarking IWM International Retirement Savings Plan in Hanover, PA against
good (1)
neutral (6)
IWM International Retirement Savings Plan in Hanover, PA has the highest average account balance ($42,410) of the 9,895 plans with at least 233 total participants. That $42,410 compares to an average of $14,174 across those 9,895 plans.
Beating the average of $14,174 means an extra $6,578,994 in total assets.
Note: average account balance = total assets ÷ total participants
IWM International Retirement Savings Plan has these standings among those 9,895 peer plans:
Beating the average of $14,174 means an extra $6,578,994 in total assets.
Note: average account balance = total assets ÷ total participants
IWM International Retirement Savings Plan has these standings among those 9,895 peer plans:
- average account balance = $42,410 (the highest)
- total assets = $9,881,539 (130th-most)
- total participants = 233 (the fewest, tied)
- average account balance. Higher values are better. Average account balance equals total assets, in Line 1f(b) from Schedule H, divided by total participants, in Line 6f of Form 5500. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
- total participants. Sum of active, retired, or separated participants who are still living, plus deceased participants whose beneficiaries receive or are entitled to benefits. Line 6f of Form 5500. Except where noted, all data come from the 25-July-2024 updates to the year-2022 5500 Forms and Schedule H from the public websites at the Department of Labor, Employee Benefits Security Administration.
IWM International Retirement Savings Plan in Hanover, PA is in Pennsylvania, its EIN is 810733476, its industry group is Printing and Related Support Activities, its plan administrator is Kim Clabaugh, is a profit-sharing plan, covered by a fidelity bond, an ERISA section 404(c) plan, self-administered by the plan sponsor, in the nationwide top 250 in total assets, is a single-employer plan, its business code is 323100, has 100 to 499 total participants, is worse than the overall plan medians in each of total liabilities, total income, net income, and participant loans as a percentage of plan assets (4 total), and is worse than the overall participant averages in each of net income per total participant, active-participant contributions per head, and employer contributions per active participant.
Global References
Numeric values:
- total assets at beginning of plan year ($12,008,341)
- total assets ($9,881,539)
- net assets (assets minus liabilities) ($9.80M)
- value of interest in registered investment companies (e.g., mutual funds) ($8.50M)
- value of interest in common/collective trusts ($984,041)
- total contributions ($920,561)
- total expenses ($889,275)
- cash contributions from participants ($605,946)
- participant loans ($318,321)
- cash contributions from employers ($246,068)
- total noninterest-bearing cash ($88,081)
- total liabilities ($88,081)
- average account balance ($42,410)
- receivables participant contributions ($22,897)
- receivables employer contributions ($9,142)
- contract administrator fees ($8,472)
- total administrative expenses ($8,472)
- average employer+participant cash contribution per active participant ($3,890)
- average participant cash contribution per active participant ($2,767)
- average employer cash contribution per active participant ($1,124)
- total administrative expense per participant ($36.36)
- other receivables (not employer nor participant contributions) ($0)
- interest-bearing cash (e.g., money market accounts, certificates of deposit) ($0)
- U.S. government securities ($0.0K)
- corporate debt instruments (preferred & other than employer securities) ($0)
- corporate debt instruments (below preferred & other than employer securities) ($0)
- corporate preferred stocks (other than employer securities) ($0)
- corporate common stocks (other than employer securities) ($0)
- partnership/joint venture interests ($0)
- real estate (other than employer real property) ($0)
- loans (other than to participants) ($0)
- value of interest in pooled separate accounts ($0)
- value of interest in master trust investment accounts ($0.0K)
- value of interest in 103-12 investment entities ($0)
- value of funds held in insurance company general account (unallocated contracts) ($0)
- other general investments ($0)
- employer-related securities investments ($0)
- employer-related real-property investments ($0)
- buildings and other property used in plan operation ($0)
- corrective distributions ($0)
- professional fees ($0)
- investment advisory and management fees ($0)
- other administrative expenses ($0)
- asset transfers to the plan ($0)
- asset transfers from the plan ($0)
- net income per total participant (-$7,206)
- total income (-$789,696)
- net income (-$1,678,971)
- earnings on investments (-$1,710,257)
- net earnings on investments (-$1,710,257)
- percentage of active participants (94.0%)
- diversity of asset types (16.9%)
- participant loans as a percentage of plan assets (3.22%)
- total cash as a percentage of plan assets (0.89%)
- total administrative expense ratio (0.086%)
- employer securities as a percentage of plan assets (0.00%)
- yield on beginning-of-plan-year total assets (-14.24%)
- growth in total assets during the plan year (-17.7%)
- active participants (219)
- deceased participants whose beneficiaries receive or are entitled to benefits (0)
- living participants (233)
- other retired or separated participants entitled to future benefits (6)
- retired or separated participants receiving benefits (8)
- total participants (233)
Global References