Department of Labor filing

IDEMITSU LUBRICANTS AMERICA CORPORATION

IDEMITSU LUBRICANTS AMERICA CORPORATION 401(K) SAVINGS PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 17, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

45filing comparison
out of 100

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

$Employer support

$3,976

Reported employer contributions per active participant.

Higher than about 60% of comparable plans

#People in the filing

286

Active participants reported for 2024.

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

¢Visible plan-paid fees

$382 / participant

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

Lower cost than about 9% of comparable plans

↗Investment performance

Not available

Plan assets changed 17.3%, 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 · 202445out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions60th percentileTypical peer $3,304 · based on 58 comparable plans

Lower reported administrative expense9th percentileTypical peer $176 · based on 57 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, IDEMITSU LUBRICANTS AMERICA CORPORATION reported $1,137,252 in employer contributions across the plan and 286 active participants. That works out to $3,976 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 proxy85%

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 trendDown 1.4%

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

Expense trendDown 5.0%

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

Peer context45/100

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: $1,137,252
Participant contributions: $2,430,040
Other contributions: $400,264
Employer share of reported contributions: 31.9%
Beginning assets: $29,268,759
Ending assets: $34,321,782
Ending net assets: $34,321,782
Ending liabilities: $0
Total income: $7,693,490
Total expenses: $2,640,467
Administrative expenses: $112,672
Participant loans: $672,506

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

$4,032

2023

$4,654

2024

$3,976

Plan-paid administrative expenses per participant

2022

$402

2023

$370

2024

$382

Active participants

2022

228

2023

251

2024

286

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$3,976	286	34.3M	20250917125158NAL0000506017001
2023	$4,654	251	29.3M	20241007160041NAL0016381921001
2022	$4,032	228	23.6M	20230921080225NAL0005627474001

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: 2.0%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 311318952-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Aug 1, 1997
Industry: Industry group 324
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
3H2G2J2K2S2T2E2F3D

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.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20250917125158NAL0000506017001

Data sourceDOL Form 5500 bulk data ↗

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