Catalent Pharma Solutions, Inc. 401(k) Review & Grade
Catalent Pharma Solutions, Inc. 401(k) Plan
Somerset, NJManufacturing8,718 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$3,437Employer $ per active participant
$7,492Employee $ saved per active participant
0.00%Direct admin cost, % of plan assets
$870.8MNet plan assets, end of year
$69,074Average balance per account
Score breakdown
- Employer generosity24.7 / 5049th percentile for employer $ per participant
- Low cost24.9 / 25100th percentile for low admin cost vs. same-size plans
- Employee saving9.6 / 1564th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score59 / 100 · Grade C
This plan vs. peers
Peers: Manufacturing plans with 2,500–9,999 active participants (566 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 49th |
| Lower admin cost | 100th |
| Employee saving | 64th |
| Peers that auto-enroll | 70% |
Red flags from the filing
Corrective distributions: the plan refunded $1,959 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Catalent Pharma Solutions put in about $3,437 per active participant, below the typical peer ($3,452). Any match is still an instant return, so contribute enough to get all of it.
- 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 | $29,963,249 |
| Participant (employee) contributions | $65,321,162 |
| Other contributions (incl. rollovers in) | $12,293,267 |
| Administrative expenses paid from the plan | $12,195 |
| Contract administrator fees | $900 |
| Investment advisory & management fees | $347,974 |
| Benefits paid out | $106,219,594 |
| Net assets, start / end of year | $749.4M / $870.8M |
| Active participants, start / end of year | 9,082 / 8,355 |
| Participants with account balances | 12,607 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Crowe LLP |
Largest service providers (Schedule C)
| Strategic Advisors, Inc. | $347,974 reported compensation |
| Fidelity Investments Institutional | −$335,779 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20251014181953NAL0003553505001, received 2025-10-14, EIN 13-3523163, plan #011, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.
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