Spirax Sarco 401(k) match, vesting and fees
What Spirax Sarco'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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (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 1,622 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Spirax Sarco: employer contribution per participant | $4,681 | |
| Peer median | $2,413 |
| Spirax Sarco: average balance | $91,094 | |
| Peer median | $86,434 |
| Spirax Sarco: admin expenses ÷ assets | 0.20% | |
| 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 $137M at the end of plan year 2023 to $151M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,686 | $151M | $7.7M | $4,681 | 0.20% | Not published | Form 5500 ↗ |
| 2023 | 1,504 | $137M | $7.2M | $4,921 | 0.22% | Not published | Form 5500 ↗ |
Other Spirax Sarco plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Spirax Sarco, Inc. Pension 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 | Wilmington Trust | Schedule C ↗ |
| Independent auditor | Bdo USA, P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does Spirax Sarco match 401(k) contributions?
The match terms for the Spirax Sarco, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $7.7M in employer contributions, about $4,681 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Spirax Sarco 401(k) match vested?
The vesting schedule for the Spirax Sarco, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Spirax Sarco 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Spirax Sarco, Inc..
I left Spirax Sarco. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Spirax Sarco, Inc., (803) 714-2019) or the recordkeeper, Fidelity Investments Institutional. The Spirax Sarco old 401(k) page lists the contacts from every plan filing. Find an old Spirax Sarco 401(k)
Data from the public Form 5500 annual reports Spirax Sarco filed with the U.S. Department of Labor (plan years 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 Spirax Sarco. Not financial advice. Report a correction · Methodology