Retirement plan

CALMAT CO BARGAINING UNIT RETIREMENT PLAN

Name: VULCAN MATERIALS COMPANY - CALMAT CO BARGAINING UNIT RETIREMENT PLAN (2023) 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 2023

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

Other plans on this EIN

5 filings

#041Retirement-$1.36B assets #010Retirement-$507.6M assets #020Retirement-$142.3M assets #050Retirement-$139.4M assets #015Retirement-$2K assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$237K

+25.1% from 2022

Total participants

0.0% from 2022

Average account balance

$118,371

+25.1% from 2022

Annual return

25.13%

+40.80 pp from 2022

Benchmarks

See 1,535 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Cohort1,535 peers

Snapshot2023

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

$118,371

$180,101-34.3%

$142,516-16.9%

Participation rate

0.0%

65.2%-65.2pp

76.8%-76.8pp

Annual return

25.13%

26.77%-1.6pp

19.99%+5.1pp

Employer contribution / active EE

$2,353-100.0%

$4,849-100.0%

Participant deferral / active EE

$4,104-100.0%

$6,280-100.0%

Admin fee / account holder

$23,406-100.0%

$10,008-100.0%

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