Assets by plan
Share of aggregate retirement assets
Filings through .
Norman S. Wright Mechanical Equipment Corporation
EIN 94-2872220mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
2
$122.1M assets
Health & Benefits
1
$1.4M premiums
Participants
831
99A SOUTH HILL DRIVE - BRISBANE, CA 94005415-467-7600normanwright.comLinkedIn201-500 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $122.1M assets / 558 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- THE VANGUARD GROUP, INC.$73.7M
- (Not disclosed)$48.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 273 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Vision$211K
- Dental$202K
- Prescription drug$200K
- Life$87K
- Long-term disability$29K
- +2 more
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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#001
NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN
401(k)
Assets$73.7M
Participants218
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$48.3M
Participants340
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
NORMAN WRIGHT CAFETERIA PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$1.4M
Covered lives273
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NORMAN WRIGHT MECHANICAL EQUIPMENT CORP. 401(K) PROFIT SHARING PLAN | 401(k) | $73.7M | 218 | 2025 |
| #002 | NORMAN S. WRIGHT MECHANICAL EQUIPMENT CORP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $48.3M | 340 | 2025 |
- #001 · 401(k) · 2025218
- #002 · ESOP · 2025340
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | NORMAN WRIGHT CAFETERIA PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN, INC. | $1.4M | 273 | 2025 |
- #501 · Fully insured · KAISER FOUNDATION HEALTH PLAN, INC. · 2025273
Retirement plans
Health & Benefits plans