Assets by plan
Share of aggregate retirement assets
- (USA), INC. 401(K) (#003)$225.1M
Filings through .
Samuel, Son & Co. (USA), Inc.
EIN 06-1251791ManufacturingLatest filing 2025
Plans
5
Retirement
4
$228.9M assets
Health & Benefits
1
$4.7M premiums
Participants
6,525
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
4 plans aggregated / $228.9M assets / 3,782 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.7M premiums / 4,567 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.5M
- Life$3.0M
- Short-term disability$3.0M
- Long-term disability$3.0M
- Dental$1.2M
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
SAMUEL, SON & CO. (USA), INC. 401(K) PLAN
401(k)
Assets$225.1M
Participants3,441
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#008
STEEL FAB, A DIVISION OF SAMUEL, SON & CO. (USA) INC., 401(K) PLAN
401(k)
Assets$3.0M
Participants196
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#010
MISSOURI METALS, A DIVISION OF SAMUEL, SON & CO. (USA) INC. UNION 401(K) PLAN
401(k)
Assets$662K
Participants52
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
TUBULAR PRODUCTS COMPANY 401(K) PROFIT SHARING PLAN
401(k)
Assets$48K
Participants93
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#516
SAMUEL, SON & CO. (USA), INC. EMPLOYEE WELFARE BENEFITS PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$4.7M
Covered lives4,567
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | SAMUEL, SON & CO. (USA), INC. 401(K) PLAN | 401(k) | $225.1M | 3,441 | 2025 |
| #008 | STEEL FAB, A DIVISION OF SAMUEL, SON & CO. (USA) INC., 401(K) PLAN | 401(k) | $3.0M | 196 | 2025 |
| #010 | MISSOURI METALS, A DIVISION OF SAMUEL, SON & CO. (USA) INC. UNION 401(K) PLAN | 401(k) | $662K | 52 | 2025 |
| #004 | TUBULAR PRODUCTS COMPANY 401(K) PROFIT SHARING PLAN | 401(k) | $48K | 93 | 2025 |
- #003 · 401(k) · 20253,441
- #008 · 401(k) · 2025196
- #010 · 401(k) · 202552
- #004 · 401(k) · 202593
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #516 | SAMUEL, SON & CO. (USA), INC. EMPLOYEE WELFARE BENEFITS PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $4.7M | 4,567 | 2025 |
- #516 · Mixed · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20254,567
Retirement plans
Health & Benefits plans