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  1. Companies/
  2. WORTHINGTON ENTERPRISES, INC.
Sponsor portfolioTH

WORTHINGTON ENTERPRISES, INC.

EIN 31-1189815-design-Latest filing 2025
Plans
4
Retirement
2
$496.5M assets
Welfare
2
$5.0M premiums
Participants
7,762
200 OLD WILSON BRIDGE ROAD - COLUMBUS, OH 43085614-840-3787LinkedIn1-10 employeesdesign
Plans on this EIN
4 filings
#333ESOP-$483.2M - 4,209 part#003401k-$13.3M - 316 part#501Mewa-$4.7M - 4,888 lives#502Mixed-$278K - 137 lives

Retirement portfolio analytics

2 plans aggregated / $496.5M assets / 4,525 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • ENTERPRISES, INC. 401(K) (#333)97%
  • COLLECTIVELY BARGAINED EMPLOYE... (#003)3%
Total $496.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENTERPRISES, INC. 401(K) (#333)4,209
  • COLLECTIVELY BARGAINED EMPLOYE... (#003)316
Total 4,525Click row to drill in

Benefits portfolio analytics

2 plans / $5.0M premiums / 5,025 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.8M
  • Dental$1.3M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Vision$451K
  • Other$75K
  • +1 more
Total $5.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • SECURIAN LIFE INSURANCE COMPANY35%
  • DELTA DENTAL OF CALIFORNIA27%
  • METROPOLITAN LIFE INSURANCE COMPANY22%
  • VISION SERVICE PLAN9%
  • AETNA LIFE INSURANCE COMPANY6%
  • +2 more
Total $5.0M7 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • EPIC62%
  • EDGEWOOD PARTNERS INSURANCE CENTER38%
Total $141K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

WORTHINGTON ENTERPRISES, INC. 401(K) PLAN

ESOP

Assets$483.2M
Participants4,209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WORTHINGTON ENTERPRISES, INC. 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES

401k

Assets$13.3M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WORTHINGTON ENTERPRISES GROUP WELFARE PLAN

Mewa - DELTA DENTAL OF OHIO

Premiums$4.7M
Covered lives4,888
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

RETIREE HEALTH ACCESS PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$278K
Covered lives137
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
333WORTHINGTON ENTERPRISES, INC. 401(K) PLANESOP$483.2M4,2092025
003WORTHINGTON ENTERPRISES, INC. 401(K) PLAN FOR COLLECTIVELY BARGAINED EMPLOYEES401k$13.3M3162025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WORTHINGTON ENTERPRISES GROUP WELFARE PLANMewaDELTA DENTAL OF OHIO$4.7M4,8882024
502RETIREE HEALTH ACCESS PLANMixedAETNA LIFE INSURANCE CO.$278K1372024
Retirement plans
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