Loparex retirement plan: assets, participants and fees
What Loparex'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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, 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.
| Loparex: employer contribution per participant | $61 | |
| Peer median | $1,262 |
| Loparex: average balance | $48,101 | |
| Peer median | $56,718 |
| Loparex: admin expenses ÷ assets | 0.31% | |
| 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 $6.6M at the end of plan year 2021 to $5.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 111 | $5.3M | $6,781 | $61 | 0.31% | Not published | Form 5500 ↗ |
| 2023 | 112 | $5.4M | — | — | 0.39% | Not published | Form 5500 ↗ |
| 2022 | 113 | $5.2M | — | — | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 114 | $6.6M | $49K | $433 | 1.10% | Not published | Form 5500 ↗ |
Other Loparex plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Loparex Inc. Dixon Union Employees 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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Loparex match 401(k) contributions?
The match terms for the Loparex Inc. Cullman Union Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $6,781 in employer contributions, about $61 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Loparex 401(k) match vested?
The vesting schedule for the Loparex Inc. Cullman Union Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Loparex 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Loparex, Inc..
I left Loparex. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Loparex, Inc., (919) 678-7720) or the recordkeeper, Principal Life Insurance Company. The Loparex old 401(k) page lists the contacts from every plan filing. Find an old Loparex 401(k)
Data from the public Form 5500 annual reports Loparex 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 Loparex. Not financial advice. Report a correction · Methodology