Mjo Industries 401(k) match, vesting and fees
What Mjo Industries' 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 | Transamerica Retirement Solutions | Schedule C ↗ |
| Independent auditor | Mcgill, Power, Bell & Associates (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 3,074 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Mjo Industries: employer contribution per participant | $2,587 | |
| Peer median | $1,988 |
| Mjo Industries: average balance | $109,915 | |
| Peer median | $75,431 |
| Mjo Industries: admin expenses ÷ assets | 0.75% | |
| Peer median | 0.31% |
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 $10.9M at the end of plan year 2021 to $11.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 140 | $11.4M | $269K | $2,587 | 0.75% | Not published | Form 5500 ↗ |
| 2023 | 148 | $9.8M | $266K | $2,460 | 0.75% | Not published | Form 5500 ↗ |
| 2022 | 147 | $9.5M | $292K | $2,681 | 0.73% | Not published | Form 5500 ↗ |
| 2021 | 150 | $10.9M | $257K | $2,238 | 0.75% | Not published | Form 5500 ↗ |
Other Mjo Industries plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mjo Industries Employee Stock Ownership 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 | Mcgill, Power, Bell & Assoc., LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Mjo Industries match 401(k) contributions?
The match terms for the Mjo Industries 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $269K in employer contributions, about $2,587 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mjo Industries 401(k) match vested?
The vesting schedule for the Mjo Industries 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mjo Industries 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Transamerica Retirement Solutions. The plan administrator is Mjo Industries.
I left Mjo Industries. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mjo Industries, (937) 235-7163) or the recordkeeper, Transamerica Retirement Solutions. The Mjo Industries old 401(k) page lists the contacts from every plan filing. Find an old Mjo Industries 401(k)
Data from the public Form 5500 annual reports Mjo Industries 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 Mjo Industries. Not financial advice. Report a correction · Methodology