Hoffmaster Group retirement plan: assets, participants and fees
What Hoffmaster Group's retirement plan 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 | Morgan Stanley Smith Barney LLC | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 650 pension plans in manufacturing with 100 to 499 participants.
| Hoffmaster Group: employer contribution per participant | $1,580 | |
| Peer median | $1,262 |
| Hoffmaster Group: average balance | $36,375 | |
| Peer median | $56,718 |
| Hoffmaster Group: admin expenses ÷ assets | 3.33% | |
| Peer median | 0.79% |
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 $9.5M at the end of plan year 2021 to $8.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 226 | $8.2M | $357K | $1,580 | 3.33% | Not published | Form 5500 ↗ |
| 2023 | 227 | $8M | $393K | $1,731 | 4.10% | Not published | Form 5500 ↗ |
| 2022 | 232 | $7.4M | $212K | $914 | 4.16% | Not published | Form 5500 ↗ |
| 2021 | 239 | $9.5M | $227K | $950 | 4.16% | Not published | Form 5500 ↗ |
Other Hoffmaster Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Hoffmaster Group, Inc. 401k and 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Clifton Larson Allen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Hoffmaster Group match 401(k) contributions?
The match terms for the Hoffmaster Group Consolidated Pension Plan have not been published from its filing yet. The plan year 2024 filing reports $357K in employer contributions, about $1,580 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Hoffmaster Group 401(k) match vested?
The vesting schedule for the Hoffmaster Group Consolidated Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Hoffmaster Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Morgan Stanley Smith Barney LLC. The plan administrator is Hoffmaster Group, Inc..
I left Hoffmaster Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Hoffmaster Group, Inc., (315) 750-9425) or the recordkeeper, Morgan Stanley Smith Barney LLC. The Hoffmaster Group old 401(k) page lists the contacts from every plan filing. Find an old Hoffmaster Group 401(k)
Data from the public Form 5500 annual reports Hoffmaster Group 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 Hoffmaster Group. Not financial advice. Report a correction · Methodology