Employers › Embecta
Recordkeeping fees per participant · Embecta 401(k) Plan · plan year 2024
$102.46
Higher than 74% of the 5,847 plans $50 to 250M that report it.
= $99,288 / 969
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015112657NAL0008968930001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112657NAL0008968930001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Administrative expenses excluding investment management, per participant
$199.97
Higher than 85% of the 8,758 plans $50 to 250M that report it.
= $193,773 / 969
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015112657NAL0008968930001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112657NAL0008968930001, received 2025-10-15
Administrative expenses per participant
$216.61
Higher than 74% of the 9,042 plans $50 to 250M that report it.
= $209,899 / 969
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015112657NAL0008968930001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112657NAL0008968930001, received 2025-10-15
Administrative expenses as a share of assets
0.129%
Higher than 47% of the 9,049 plans $50 to 250M that report it.
= $209,899 / $163,087,625
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015112657NAL0008968930001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015112657NAL0008968930001, received 2025-10-15
Employer contributions per participant
$9,733
Higher than 93% of the 9,105 plans $50 to 250M that report it.
= $9,430,871 / 969
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015112657NAL0008968930001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112657NAL0008968930001, received 2025-10-15
Employer share of total contributions
41.7%
Higher than 79% of the 9,112 plans $50 to 250M that report it.
= $9,430,871 / $22,609,927
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015112657NAL0008968930001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015112657NAL0008968930001, received 2025-10-15
Plan terms are described in Embecta Corp.'s SEC filings: Form 10-K filed 2025-11-25. No term could be quoted from them with the required precision.
2E profit-sharing · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 2S pre-approved plan document · 2F ERISA 404(c) plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015112657NAL0008968930001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | EMBECTA CORP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Plan name | EMBECTA 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Sponsor EIN / plan number | 87-1583942 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Sponsor location | PARSIPANNY, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Industry (business code) | 339110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Participants, beginning of year | 1,036 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Active participants | 854 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Participants, end of year | 978 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Participants with an account balance | 969 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Total assets, beginning of year | $135,356,818 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Total assets, end of year | $163,087,625 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Net assets, end of year | $163,018,487 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Total income | $43,333,148 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Net income | $27,727,688 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Employer contributions | $9,430,871 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Participant contributions | $10,759,833 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $2,419,223 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Total contributions | $22,609,927 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Benefit payments | $15,339,215 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $15,605,460 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Total administrative expenses | $209,899 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Recordkeeping fees | $99,288 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| IQPA audit fees | $72,245 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Investment advisory and management fees | $16,126 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Administrative expenses excluding investment management | $193,773 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Held in common/collective trusts | $89,214,887 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Held in mutual funds | $63,670,587 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015112657NAL0008968930001, received 2025-10-15 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015112657NAL0008968930001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015112657NAL0008968930001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $99,288 | yes |
| ERNST & YOUNG U.S. LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $60,000 | no |
| HOLLAND & KNIGHT | ATTORNEY/LEGAL | 29 Legal | $19,240 | no |
| EXPERIS US, INC. | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $12,245 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251015112657NAL0008968930001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $135,356,818 | $163,087,625 | 20.5% |
| Participants with a balance | 1,008 | 969 | -3.9% |
| Administrative expenses | $277,416 | $209,899 | -24.3% |
| Recordkeeping fees per participant | $122.47 | $102.46 | -16.3% |
| Employer contributions | $8,918,096 | $9,430,871 | 5.7% |
Prior filing 20241010125910NAL0010002483001, received 2024-10-10; the plan years are contiguous.
Sponsor name as filed: EMBECTA CORP; SEC registrant: Embecta Corp. (CIK 1872789, matched by EIN; display name from the Form 10-K cover).