Bradford White 401(k) match, vesting and fees
What Bradford White's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kmco Cpas LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 434 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Bradford White: employer contribution per participant | $597 | |
| Peer median | $2,591 |
| Bradford White: average balance | $31,955 | |
| Peer median | $102,504 |
| Bradford White: admin expenses ÷ assets | 0.35% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $32.4M at the end of plan year 2021 to $39.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 1,571 | $39.1M | $731K | $597 | 0.35% | Not published | Form 5500 ↗ |
| 2024 | 1,637 | $34.6M | $1.2M | $890 | 0.38% | Not published | Form 5500 ↗ |
| 2023 | 1,718 | $31.8M | $1.1M | $805 | 0.36% | Not published | Form 5500 ↗ |
| 2022 | 1,529 | $26.8M | $940K | $965 | 0.42% | Not published | Form 5500 ↗ |
| 2021 | 1,724 | $32.4M | $869K | $663 | 0.32% | Not published | Form 5500 ↗ |
Other Bradford White plans (3)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bradford White Corporation 401(k) Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Kmco Cpas LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Kreischer Miller (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
Bradford White Corporation Uaw Retirement Income Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Kmco Cpas LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Bradford White match 401(k) contributions?
The match terms for the Bradford White Corporation 401(k) Plan for Union Employees have not been published from its filing yet. The plan year 2025 filing reports $731K in employer contributions, about $597 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Bradford White 401(k) match vested?
The vesting schedule for the Bradford White Corporation 401(k) Plan for Union Employees is not in the data published so far. Your Summary Plan Description states it.
Who manages the Bradford White 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is Bradford White Corporation.
I left Bradford White. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bradford White Corporation, (215) 641-9400) or the recordkeeper, Principal Life Insurance Company. The Bradford White old 401(k) page lists the contacts from every plan filing. Find an old Bradford White 401(k)
Data from the public Form 5500 annual reports Bradford White filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Bradford White. Not financial advice. Report a correction · Methodology