Retirement plan
AMSTED INDUSTRIES INCORPORATED EMPLOYEES' STOCK OWNERSHIP PLAN
AMSTED INDUSTRIES INCORPORATEDEIN 36-0730380Plan #004PY 2021
180 N STETSON, SUITE 1800 - CHICAGO, IL 606016808312-645-1700amsted.comLinkedIn10001+ employeesmechanical or industrial engineering
Other plans on this EIN
4 filingsProspect flagsHigh retiree %High assets / participantWind-down / frozen
Filing contacts
From the Form 5500, federal recordSummary metrics
Total assets (EOY)
$3592.6M
-9.4% from 2017
Total participants
8,233
-1.0% from 2017
Average account balance
$437,849
-8.7% from 2017
Annual return
32.80%
-34.35 pp from 2017
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants1,000-4,999
Cohort773 peers
Snapshot2021
0
Participant deferral / active EE
$0
median $4,995
0
Employer contribution / active EE
$0
median $2,479
92
Participation rate
99.3%
median 93.7%
98
Avg account balance
$437,849
median $93,206
94
Admin fee / account holder
$0
median $89
94
Annual return
32.80%
median 15.05%
Overall peer rank
94of 100
94th percentileavg across 6 metrics
Analytics
2016 - 2024
Total assets (EOY)
Plan-year ending balance
$4.44B
Average account balance
Total assets / participants with a balance (line 6g)
$475K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
9,344
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
99.6%
Contributions (total)
Employer and participant dollars contributed each year
Not enough data
0 years with contributions on file
Contributions per participant
Average employer and participant contribution per enrolled participant
Not enough data
0 years with per-participant contribution data
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+29.97%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Top hat statement on fileNQDC
Filed March 29, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes2I2O2Q3I
Plan features
- 2IStock bonusStock bonus plan.
- 2OESOP other than a leveraged ESOPEmployee stock ownership plan that is not leveraged.
- 2QESOP maintained by an S corporationThe employer maintaining this ESOP is an S corporation.
- 3IEmployer securities investment requiredPlan requiring that all or part of employer contributions be invested and held at least for a limited period in employer securities.
Opportunity flags
3 tripped
- InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Audit opinion
Schedule H Part III
Disclaimer opinion
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
- Auditor firm
- CROWE LLP
- Auditor EIN
- 350921680
- Audit fees
- (not subdivided)
- Opinion code
- Disclaimer