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Department of Labor filing

DALTON U.S. INC.

DALTON U.S. INC. 401K PLAN · For the plan year ended Dec 31, 2022

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Public filing 2022 · received Jan 8, 2024Verified current terms Not available

Plan at a glance

How good does the filing look?

92filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$5,863

Reported employer contributions per active participant.

Higher than about 93% of comparable plans
#People in the filing
18

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$7 / participant

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

Lower cost than about 89% of comparable plans
↗Investment performance
Not available

Plan assets changed -21.5%, 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 · 202292out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions93rd percentileTypical peer $1,342 · based on 194 comparable plans
Lower reported administrative expense89th percentileTypical peer $104 · based on 211 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, 2022, DALTON U.S. INC. reported $105,535 in employer contributions across the plan and 18 active participants. That works out to $5,863 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 proxy33%

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 0.0%

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

Expense trendUp 0.0%

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

Peer context92/100

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
$105,535
Participant contributions
$187,849
Other contributions
Not reported
Employer share of reported contributions
36.0%
Beginning assets
$3,151,081
Ending assets
$2,473,585
Ending net assets
$2,473,585
Ending liabilities
$0
Total income
-$211,257
Total expenses
$466,239
Administrative expenses
$1,326
Participant loans
$1,027

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
$5,863
Plan-paid administrative expenses per participant
2022
$7
Active participants
2022
18
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2022$5,863182.5M20240108080328NAL0006294209001

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
0.0%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
844535684-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 1998
Industry
Administrative and support services
Amended filing
Yes
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2T3D3H

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
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2022Not reportedunknown
ALLSPRING GLOBAL INVESTMENTS2022Not reportedunknown
AMERICAN CENTURY INVESTMENT SERVICE2022Not reportedunknown
BLACKROCK INVESTMENTS, INC.2022Not reportedunknown
COLUMBIA2022Not reportedunknown
DELAWARE INVESTMENTS2022Not reportedunknown
DWS DISTRIBUTORS, INC.2022Not reportedunknown
FEDERATED SECURITIES CORP.2022Not reportedunknown
FRANKLIN TEMPLETON DISTRIBUTORS, IN2022Not reportedunknown
GOLDMAN SACHS2022Not reportedunknown
HARTFORD INVESTMENT FINANCIAL SERVI2022Not reportedunknown
INVESCO2022Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2022Not reportedunknown
LEGG MASON INVESTOR SERVICES, LLC2022Not reportedunknown
NATIXIS DISTRIBUTORS, L.P.2022Not reportedunknown
PRUDENTIAL INVESTMENTS LLC2022Not reportedunknown
PUTNAM RETAIL MANAGEMENT2022Not reportedunknown
STATE STREET CORPORATION2022Not reportedunknown
T. ROWE PRICE2022Not reportedunknown
THORNBURG SECURITIES CORPORATION2022Not reportedunknown

Current plan terms

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Filing ACK_ID20240108080328NAL0006294209001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗