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Department of Labor filing

AYTU BIOPHARMA, INC.

AYTU BIOPHARMA EMPLOYEE RETIREMENT PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 16, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

57filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$6,548

Reported employer contributions per active participant.

Higher than about 60% of comparable plans
#People in the filing
94

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$206 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 51% of comparable plans
↗Investment performance
Not available

Plan assets changed 2.9%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202457out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions60th percentileTypical peer $5,383 · based on 77 comparable plans
Lower reported administrative expense51st percentileTypical peer $206 · based on 79 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, AYTU BIOPHARMA, INC. reported $615,552 in employer contributions across the plan and 94 active participants. That works out to $6,548 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy43%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 116.2%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 12.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context57/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$615,552
Participant contributions
$1,202,645
Other contributions
$159,743
Employer share of reported contributions
33.9%
Beginning assets
$15,415,462
Ending assets
$15,859,006
Ending net assets
$15,859,006
Ending liabilities
$0
Total income
$3,875,088
Total expenses
$3,431,544
Administrative expenses
$49,834
Participant loans
$168,474

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$3,028
2023
$4,816
2024
$6,548
Plan-paid administrative expenses per participant
2022
$234
2023
$140
2024
$206
Active participants
2022
181
2023
149
2024
94
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$6,5489415.9M20250916101908NAL0001121347001
2023$4,81614915.4M20241014125624NAL0014957059001
2022$3,0281819.9M20231012173812NAL0042746992001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
470883144-002

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1997
Industry
Industry group 325
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T3D

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
AMERICAN CENTURY2024Not reportedunknown
AMERICAN FUNDS2024Not reportedunknown
BAIRD FUNDS2024Not reportedunknown
BLACKROCK FUNDS2024Not reportedunknown
DELAWARE2024Not reportedunknown
FIDELITY INVESTMENTS INST2024Not reportedunknown
HARTFORD FUNDS2024Not reportedunknown
MANNING & NAPIER2024Not reportedunknown
MFS DISTRIBUTORS INC2024Not reportedunknown
PUTNAM INVESTMENTS INC2024Not reportedunknown
USAA MUTUAL FUNDS2024Not reportedunknown
VANGUARD MARKETING CORP2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250916101908NAL0001121347001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗