Employers › Joy Global
Recordkeeping fees per participant · Komatsu Mining Corp. Retirement Savings Plan · plan year 2024
$37.56
Higher than 33% of the 1,697 plans $250M to 1B that report it.
= $205,353 / 5,467
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015104521NAL0002267811003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015104521NAL0002267811003, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B 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
$37.56
Higher than 21% of the 2,324 plans $250M to 1B that report it.
= $205,353 / 5,467
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015104521NAL0002267811003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015104521NAL0002267811003, received 2025-10-15
Administrative expenses per participant
$37.56
Higher than 14% of the 2,405 plans $250M to 1B that report it.
= $205,353 / 5,467
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015104521NAL0002267811003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015104521NAL0002267811003, received 2025-10-15
Administrative expenses as a share of assets
0.022%
Higher than 13% of the 2,407 plans $250M to 1B that report it.
= $205,353 / $923,375,988
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015104521NAL0002267811003, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015104521NAL0002267811003, received 2025-10-15
Employer contributions per participant
$6,537
Higher than 83% of the 2,457 plans $250M to 1B that report it.
= $35,739,348 / 5,467
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015104521NAL0002267811003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015104521NAL0002267811003, received 2025-10-15
Employer share of total contributions
43.7%
Higher than 83% of the 2,459 plans $250M to 1B that report it.
= $35,739,348 / $81,820,941
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015104521NAL0002267811003, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015104521NAL0002267811003, received 2025-10-15
Plan terms are described in Joy Global Inc's SEC filings: Form 10-K filed 2016-12-16. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015104521NAL0002267811003, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | KOMATSU MINING CORP. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Plan name | KOMATSU MINING CORP. RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Sponsor EIN / plan number | 39-1566457 / 005 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Sponsor location | MILWAUKEE, WI | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Industry (business code) | 333100, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015104521NAL0002267811003, 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 20251015104521NAL0002267811003, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Participants, beginning of year | 5,370 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Active participants | 4,016 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Participants, end of year | 5,494 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Participants with an account balance | 5,467 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Total assets, beginning of year | $827,895,383 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Total assets, end of year | $923,375,988 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Net assets, end of year | $923,375,988 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Total income | $192,360,386 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Net income | $95,480,605 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Employer contributions | $35,739,348 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Participant contributions | $35,070,731 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Other contributions (incl. rollovers) | $11,010,862 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Total contributions | $81,820,941 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Benefit payments | $96,659,631 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $96,879,781 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Total administrative expenses | $205,353 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Recordkeeping fees | $205,353 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Administrative expenses excluding investment management | $205,353 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Held in common/collective trusts | $867,557,730 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Held in mutual funds | $19,509,396 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015104521NAL0002267811003, received 2025-10-15 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015104521NAL0002267811003, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015104521NAL0002267811003, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INST. OPSrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $206,878 | yes |
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 20251015104521NAL0002267811003, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $827,895,383 | $923,375,988 | 11.5% |
| Participants with a balance | 5,342 | 5,467 | 2.3% |
| Administrative expenses | $210,986 | $205,353 | -2.7% |
| Recordkeeping fees per participant | $39.50 | $37.56 | -4.9% |
| Employer contributions | $33,142,907 | $35,739,348 | 7.8% |
Prior filing 20241014113439NAL0026052353002, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: KOMATSU MINING CORP.; SEC registrant: JOY GLOBAL INC (CIK 801898, matched by EIN).