W. W. Norton & Company, Inc. 401(k) Review & Grade
W. W. Norton & Company, Inc. Profit Sharing & 401(k) Plan
New York, NYInformation672 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$4,480Employer $ per active participant
$8,275Employee $ saved per active participant
0.02%Direct admin cost, % of plan assets
$187.1MNet plan assets, end of year
$210,986Average balance per account
Score breakdown
- Employer generosity38.7 / 5077th percentile for employer $ per participant
- Low cost24.0 / 2596th percentile for low admin cost vs. same-size plans
- Employee saving6.9 / 1546th percentile for employee $ per participant
- Plan features3 / 10Default investment
Total score73 / 100 · Grade B
This plan vs. peers
Peers: Information plans with 500–2,499 active participants (310 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 77th |
| Lower admin cost | 96th |
| Employee saving | 46th |
| Peers that auto-enroll | 59% |
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Red flags from the filing
No red flags were reported on this filing's compliance questions.
What to do if you're in this plan
- W. W. Norton & Company put in about $4,480 per active participant, more than the typical peer ($2,829). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $3,010,865 |
| Participant (employee) contributions | $5,560,474 |
| Other contributions (incl. rollovers in) | $465,823 |
| Administrative expenses paid from the plan | $32,132 |
| Benefits paid out | $13,284,584 |
| Net assets, start / end of year | $180.5M / $187.1M |
| Active participants, start / end of year | 660 / 684 |
| Participants with account balances | 887 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Crowe LLP |
Largest service providers (Schedule C)
| Fidelity Investments Institutional | $32,132 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20260109134849NAL0003923059001, received 2026-01-09, EIN 13-5283680, plan #003, plan year 2024-04-01 to 2025-03-31. Verify at efast.dol.gov.