Recordkeeping fees per participantheadline
$34.80
10th: $6.72median $34.2890th: $56.58
Higher than 51% of the 790 plans over $1B that report it.
Source
= $407,934 / 11,723
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015174702NAL0005568033001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015174702NAL0005568033001, received 2025-10-15
Administrative expenses excluding investment management, per participant
$68.25
10th: $9.43median $44.4790th: $97.55
Higher than 79% of the 1,045 plans over $1B that report it.
Source
= $800,122 / 11,723
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015174702NAL0005568033001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015174702NAL0005568033001, received 2025-10-15
Administrative expenses per participant
$78.92
10th: $24.33median $70.0390th: $174.36
Higher than 58% of the 1,076 plans over $1B that report it.
Source
= $925,122 / 11,723
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015174702NAL0005568033001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015174702NAL0005568033001, received 2025-10-15
Administrative expenses as a share of assets
0.041%
10th: 0.013%median 0.046%90th: 0.111%
Higher than 44% of the 1,076 plans over $1B that report it.
Source
= $925,122 / $2,277,938,593
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015174702NAL0005568033001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015174702NAL0005568033001, received 2025-10-15
Employer contributions per participant
$6,426
10th: $1,442median $3,74490th: $8,760
Higher than 79% of the 1,135 plans over $1B that report it.
Source
= $75,334,464 / 11,723
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015174702NAL0005568033001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015174702NAL0005568033001, received 2025-10-15
Employer share of total contributions
46.6%
10th: 19.8%median 33.4%90th: 47.5%
Higher than 89% of the 1,135 plans over $1B that report it.
Source
= $75,334,464 / $161,509,983
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015174702NAL0005568033001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015174702NAL0005568033001, received 2025-10-15
98.9% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($78.92 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are not published in public filings.
Sponsor name as filed: CASE NEW HOLLAND INDUSTRIAL INC.; SEC registrant: Case New Holland Inc. (CIK 1324449, matched by EIN).