Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
AMETEK, INC.
EIN 14-1682544consumer goodsLatest filing 2024
Plans
7
Retirement
5
$2.56B assets
Welfare
2
$9.2M premiums
Participants
26,577
Retirement portfolio analytics
5 plans aggregated / $2.56B assets / 16,925 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $9.2M premiums / 11,677 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$8.0M
- Life$8.0M
- Short-term disability$8.0M
- Long-term disability$8.0M
- Vision$783K
- Dental$230K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- HARTFORD LIFE AND ACCIDENT86%
- EYEMED VISION CARE8%
- AETNA LIFE INSURANCE COMPANY3%
- INDEPENDENT HEALTH1%
- ACE AMERICAN INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
103%top
- AON CONSULTING INC103%
- WILLIS TOWERS WATSON US LLC-3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#078
THE AMETEK RETIREMENT AND SAVINGS PLAN
401k
Assets$1.94B
Participants12,312
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EMPLOYEES' RETIREMENT PLAN OF AMETEK, INC.
CashBalance
Assets$519.0M
Participants3,502
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#043
AMETEK, INC. AEROSPACE DIVISION PENSION PLAN
TraditionalDB
Assets$50.1M
Participants385
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
AMETEK INC. PENSION PLAN
TraditionalDB
Assets$37.5M
Participants493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#035
AMETEK, INC. MONTHLY FORMULA PENSION PLAN
TraditionalDB
Assets$10.8M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
AMETEK, INC. HEALTH AND WELFARE PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$9.2M
Covered lives11,677
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#566
AMETEK, INC. FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans5
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 078 | THE AMETEK RETIREMENT AND SAVINGS PLAN | 401k | $1.94B | 12,312 | 2024 | |
| 001 | EMPLOYEES' RETIREMENT PLAN OF AMETEK, INC. | CashBalance | $519.0M | 3,502 | 2024 | |
| 043 | AMETEK, INC. AEROSPACE DIVISION PENSION PLAN | TraditionalDB | $50.1M | 385 | 2024 | |
| 012 | AMETEK INC. PENSION PLAN | TraditionalDB | $37.5M | 493 | 2024 | |
| 035 | AMETEK, INC. MONTHLY FORMULA PENSION PLAN | TraditionalDB | $10.8M | 233 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | AMETEK, INC. HEALTH AND WELFARE PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $9.2M | 11,677 | 2024 | |
| 566 | AMETEK, INC. FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans