Retirement plan
AMSTED INDUSTRIES 401(K) PLAN FOR JOINT VENTURE EMPLOYEES
AMSTED INDUSTRIES, INC.EIN 36-0730380Plan #124PY 2024
111 S WACKER DR, SUITE 4400 - CHICAGO, IL 60606312-645-1700amsted.comLinkedIn10001+ employeesmechanical or industrial engineering
Other plans on this EIN
4 filingsProspect flagsNo flags tripped
Filing contacts
From the Form 5500, federal recordPlan administrator signer
WAYNE LUCE
Signed 07/14/2025
Summary metrics
Total assets (EOY)
$211K
-81.1% from 2020
Total participants
8
-94.6% from 2020
Average account balance
$30,131
-62.2% from 2020
Annual return
32.83%
-75.21 pp from 2020
Benchmarks
Peer group
Industry33 - Manufacturing
Plan typeDefined contribution
Participants<25
Cohort22,959 peers
Snapshot2024
55
Participant deferral / active EE
$5,837
median $4,139
56
Employer contribution / active EE
$3,083
median $1,945
36
Participation rate
80.0%
median 87.5%
28
Avg account balance
$30,131
median $64,979
70
Admin fee / account holder
$91
median $1,245
88
Annual return
32.83%
median 12.45%
Overall peer rank
56of 100
56th percentileavg across 6 metrics
Analytics
2019 - 2024
Total assets (EOY)
Plan-year ending balance
$211K
Average account balance
Total assets / participants with a balance (line 6g)
$30K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
7
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
80.0%
Contributions (total)
Employer and participant dollars contributed each year
$45K
Contributions per participant
Average employer and participant contribution per enrolled participant
$9K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+32.83%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$91
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
Not enough data
0 years with F_SCH_H allocation on file
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 codes2E2G2J2K2T
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2GTotal participant-directed account planParticipants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
- 2JCode section 401(k) featureCash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
- 2KCode section 401(m) arrangementEmployee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
Opportunity flags
0 tripped
No flags tripped for this filing year. This plan looks clean.
Expense breakdown
Schedule H Part II
Admin total
$634
$127 / participant
- Other / not subdivided$634100.0%
% of EOY assets
0.301%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
No opinion code on file for this filing.
- Auditor firm
- (not reported)
- Auditor EIN
- -
- Audit fees
- (not subdivided)
- Opinion code
- -