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HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN

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Plan General Information

HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN is $28,049,248.00.This plan was established in 1995.

HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN is 352

HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN is $79,685.00

HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN is $4,656.00.

HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN is approximately $1,962.00
Investing in this additonal $1,962.00 for 20 years would give you extra $125,581.00, assuming a 10% annual return.

HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN allocates $690,696.00 to match its employees' contributions, providing an employer match rate of 42.63% of their contributions

HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN is 10.07%.

HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN is 15.34%. This measures the effectiveness of the plan participants' investments in the year.

HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN is 0.13%.

Enrollment Features

HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.

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