Department of Labor filing

H.J. MARTIN & SON, INC.

H. J. MARTIN & SON, INC. PROFIT SHARING AND RETIREMENT SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jul 21, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

59filing comparison
out of 100

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

$Employer support

$1,805

Reported employer contributions per active participant.

Higher than about 73% of comparable plans

#People in the filing

254

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$260 / participant

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

Lower cost than about 26% of comparable plans

↗Investment performance

Not available

Plan assets changed 10.4%, 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 · 202459out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions73rd percentileTypical peer $1,107 · based on 105 comparable plans

Lower reported administrative expense26th percentileTypical peer $169 · based on 117 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, H.J. MARTIN & SON, INC. reported $458,357 in employer contributions across the plan and 254 active participants. That works out to $1,805 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 proxy87%

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 10.1%

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

Expense trendDown 40.3%

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

Peer context59/100

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: $458,357
Participant contributions: $1,542,698
Other contributions: $284,105
Employer share of reported contributions: 22.9%
Beginning assets: $24,010,549
Ending assets: $26,507,733
Ending net assets: $26,507,733
Ending liabilities: $0
Total income: $5,846,495
Total expenses: $3,349,311
Administrative expenses: $75,048
Participant loans: $61,514

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

$1,639

2023

$1,848

2024

$1,805

Plan-paid administrative expenses per participant

2022

$435

2023

$315

2024

$260

Active participants

2022

234

2023

231

2024

254

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,805	254	26.5M	20250721102953NAL0000597683001
2023	$1,848	231	24M	20240905120447NAL0021029073001
2022	$1,639	234	19.8M	20231011120344NAL0019958323001

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: 0.2%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 390967098-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1989
Industry: Retail trade
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2S2T3D

Current plan terms

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Filing ACK_ID20250721102953NAL0000597683001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗