Employers › Polaris
Recordkeeping fees per participant · Polaris 401(k) Retirement Savings Plan · plan year 2024
$46.31
Higher than 78% of the 790 plans over $1B that report it.
= $497,656 / 10,746
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260223131514NAL0001203312001, received 2026-02-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260223131514NAL0001203312001, received 2026-02-23
Percentiles compare this plan with the Schedule H plans over $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 2026-02-23.
Administrative expenses excluding investment management, per participant
$57.45
Higher than 68% of the 1,045 plans over $1B that report it.
= $617,319 / 10,746
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260223131514NAL0001203312001, received 2026-02-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260223131514NAL0001203312001, received 2026-02-23
Administrative expenses per participant
$57.45
Higher than 39% of the 1,076 plans over $1B that report it.
= $617,319 / 10,746
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260223131514NAL0001203312001, received 2026-02-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260223131514NAL0001203312001, received 2026-02-23
Administrative expenses as a share of assets
0.055%
Higher than 59% of the 1,076 plans over $1B that report it.
= $617,319 / $1,124,575,657
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260223131514NAL0001203312001, received 2026-02-23
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260223131514NAL0001203312001, received 2026-02-23
Employer contributions per participant
$3,362
Higher than 43% of the 1,135 plans over $1B that report it.
= $36,128,552 / 10,746
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260223131514NAL0001203312001, received 2026-02-23
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260223131514NAL0001203312001, received 2026-02-23
Employer share of total contributions
37.3%
Higher than 66% of the 1,135 plans over $1B that report it.
= $36,128,552 / $96,904,603
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260223131514NAL0001203312001, received 2026-02-23
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260223131514NAL0001203312001, received 2026-02-23
Employer match
“The Company matches 100 percent of employee contributions up to a maximum of five percent of eligible compensation.”
Form 10-K filed 2026-02-13, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Vesting
“All contributions vest immediately.”
Form 10-K filed 2026-02-13, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Automatic enrollment
“Once eligible, employees who have not made a retirement savings election shall be automatically enrolled to participate in the Plan at the automatic enrollment percentage (currently 5%).”
Form 11-K filed 2026-06-17, for the year ended 2025-12-31 · plan description note, general · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260223131514NAL0001203312001, received 2026-02-23
| Field | Value | Source |
|---|---|---|
| Plan sponsor | POLARIS INDUSTRIES INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Plan name | POLARIS 401K RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Sponsor EIN / plan number | 41-1857431 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Sponsor location | MEDINA, MN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Industry (business code) | 336990, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Filing received | 2026-02-23 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Participants, beginning of year | 9,031 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Active participants | 8,003 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Participants, end of year | 11,172 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Participants with an account balance | 10,746 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Total assets, beginning of year | $1,016,620,689 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Total assets, end of year | $1,124,575,657 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Net assets, end of year | $1,124,575,606 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Total income | $234,605,811 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Net income | $106,091,588 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Employer contributions | $36,128,552 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Participant contributions | $52,960,058 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Other contributions (incl. rollovers) | $7,815,993 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Total contributions | $96,904,603 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Benefit payments | $127,360,489 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Total expenses (incl. benefit payments) | $128,514,223 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Total administrative expenses | $617,319 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Contract administrator fees | $2,700 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Recordkeeping fees | $497,656 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Administrative expenses excluding investment management | $617,319 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Held in common/collective trusts | $746,100,674 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Held in mutual funds | $333,794,542 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260223131514NAL0001203312001, received 2026-02-23 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260223131514NAL0001203312001, received 2026-02-23 |
Position = column in the DOL layout for form year 2024. Filing 20260223131514NAL0001203312001, received 2026-02-23.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTSrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 37 Participant loan processing; 38 Participant communication; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $538,111 | no |
| ERNST & YOUNG US LLP | ACCOUNTANT | 10 Accounting (including auditing) | $45,000 | no |
| MARSH INSURANCE & INVESTMENTS, LLC | CONSULTANT | 27 Investment advisory (plan) | $21,250 | no |
| MICHAEL BEST & FRIEDRICH LLP | ATTORNEY | 29 Legal | $13,246 | 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 20260223131514NAL0001203312001, received 2026-02-23.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,016,620,689 | $1,124,575,657 | 10.6% |
| Participants with a balance | 11,115 | 10,746 | -3.3% |
| Administrative expenses | $587,618 | $617,319 | 5.1% |
| Recordkeeping fees per participant | $46.13 | $46.31 | 0.4% |
| Employer contributions | $37,041,256 | $36,128,552 | -2.5% |
Prior filing 20240618111835NAL0001599811001, received 2024-06-18; the plan years are contiguous.
Sponsor name as filed: POLARIS INDUSTRIES INC.; SEC registrant: Polaris Inc. (CIK 931015, matched by 11-K plan title; display name from the Form 11-K cover).