Retirement plan

CALMAT CO BARGAINING UNIT RETIREMENT PLAN

Name: VULCAN MATERIALS COMPANY - CALMAT CO BARGAINING UNIT RETIREMENT PLAN (2024) Form 5500
Creator: VULCAN MATERIALS COMPANY
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CALMAT CO BARGAINING UNIT RETIREMENT PLAN, VULCAN MATERIALS COMPANY

VULCAN MATERIALS COMPANYEIN 20-8579133Plan #002PY 2024

1200 URBAN CENTER DR - VESTAVIA, AL 352422545205-298-3681

Other plans on this EIN

5 filings

#041Retirement-$1.47B assets #010Retirement-$471.3M assets #020Retirement-$144.1M assets #050Retirement-$139.8M assets #015Retirement-$2K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$282K

+19.2% from 2023

Total participants

0.0% from 2023

Average account balance

$141,089

+19.2% from 2023

Annual return

19.19%

-5.94 pp from 2023

Benchmarks

See 1,377 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Cohort1,377 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$282K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$141K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

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

+19.19%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

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.

Plan features & details

Pension benefit codes2J

Plan features

2J
Code section 401(k) feature
Cash 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.

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

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: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$141,089

$151,161-6.7%

$153,476-8.1%

Participation rate

0.0%

67.4%-67.4pp

77.1%-77.1pp

Annual return

19.19%

14.07%+5.1pp

15.66%+3.5pp

Employer contribution / active EE

$2,538-100.0%

$5,038-100.0%

Participant deferral / active EE

$4,243-100.0%

$6,759-100.0%

Admin fee / account holder

$25,283-100.0%

$12,729-100.0%

CALMAT CO BARGAINING UNIT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

CALMAT CO BARGAINING UNIT RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion