Essentra Holdings 401(k) match, vesting and fees
What Essentra Holdings' 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 | The Vanguard Group, Inc. | Schedule C ↗ |
| Independent auditor | Keiter (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 2024 medians for 1,619 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Essentra Holdings: employer contribution per participant | $636 | |
| Peer median | $2,413 |
| Essentra Holdings: average balance | $88,824 | |
| Peer median | $86,456 |
| Essentra Holdings: admin expenses ÷ assets | 0.18% | |
| Peer median | 0.12% |
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 $155M at the end of plan year 2021 to $119M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,508 | $119M | $854K | $636 | 0.18% | Not published | Form 5500 ↗ |
| 2023 | 1,565 | $119M | $269K | $189 | 0.18% | Not published | Form 5500 ↗ |
| 2022 | 1,857 | $117M | $3.1M | $1,819 | 0.19% | Not published | Form 5500 ↗ |
| 2021 | 2,211 | $155M | $2.6M | $1,223 | 0.06% | Not published | Form 5500 ↗ |
Other Essentra Holdings plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Essentra Holdings Corp Pension Plan for Hourly Employees
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 | Keiter Stephens Hurst Gary Shreaves (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Essentra USA Retirement 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 | Keiter Stephens Hurst Gary Shreaves (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Essentra Holdings match 401(k) contributions?
The match terms for the Essentra USA Deferred Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $854K in employer contributions, about $636 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Essentra Holdings 401(k) match vested?
The vesting schedule for the Essentra USA Deferred Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Essentra Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is The Vanguard Group, Inc.. The plan administrator is Essentra Holdings Corporation.
I left Essentra Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Essentra Holdings Corporation, (773) 527-0943) or the recordkeeper, The Vanguard Group, Inc.. The Essentra Holdings old 401(k) page lists the contacts from every plan filing. Find an old Essentra Holdings 401(k)
Data from the public Form 5500 annual reports Essentra Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Essentra Holdings. Not financial advice. Report a correction · Methodology