Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WORTHINGTON ENTERPRISES, INC.
EIN 31-1189815designLatest filing 2024
Plans
4
Retirement
2
$446.9M assets
Welfare
2
$5.0M premiums
Participants
7,767
Retirement portfolio analytics
2 plans aggregated / $446.9M assets / 4,530 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $5.0M premiums / 5,025 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
35%top
- SECURIAN LIFE INSURANCE COMPANY35%
- DELTA DENTAL OF CALIFORNIA27%
- METROPOLITAN LIFE INSURANCE COMPANY22%
- VISION SERVICE PLAN9%
- AETNA LIFE INSURANCE COMPANY6%
- +2 more
Broker market share
Schedule A broker compensation
62%top
- EPIC62%
- EDGEWOOD PARTNERS INSURANCE CENTER38%
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 INDUSTRIES, INC. DEFERRED PROFIT SHARING PLAN
ESOP
Assets$434.8M
Participants4,206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WORTHINGTON IND, INC. RSP FOR COLLECTIVELY BARGAINED EMPLOYEES
401k
Assets$12.0M
Participants324
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | WORTHINGTON INDUSTRIES, INC. DEFERRED PROFIT SHARING PLAN | ESOP | $434.8M | 4,206 | 2024 | |
| 003 | WORTHINGTON IND, INC. RSP FOR COLLECTIVELY BARGAINED EMPLOYEES | 401k | $12.0M | 324 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WORTHINGTON ENTERPRISES GROUP WELFARE PLAN | Mewa | DELTA DENTAL OF OHIO | $4.7M | 4,888 | 2024 | |
| 502 | RETIREE HEALTH ACCESS PLAN | Mixed | AETNA LIFE INSURANCE CO. | $278K | 137 | 2024 |
Retirement plans
Welfare plans