Retirement plan

ARMSTRONG PENSION PLAN

Name: ARMSTRONG HOLDINGS, INC - ARMSTRONG PENSION PLAN (2025) Form 5500
Creator: ARMSTRONG HOLDINGS, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARMSTRONG PENSION PLAN, ARMSTRONG HOLDINGS, INC

ARMSTRONG HOLDINGS, INCEIN 25-1563080Plan #001PY 2025

ONE ARMSTRONG PLACE - BUTLER, PA 16001724-283-0925

Prospect flagsLow returnsLow participant contribution

How to read this page

Total assets (EOY)

$112.5M

+5.6% from 2024

Total participants

1,159

+0.7% from 2024

Average account balance

$105,697

+13.8% from 2024

Annual return

11.51%

-10.66 pp from 2024

Benchmarks

See 55 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants250-999

Cohort55 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$112.46M

Not enough data

1 years with asset history on file

Average account balance

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

$106K

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.

1,064

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.

90.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$4.19M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$4K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.51%

Not enough data

1 years with return on file

Admin fee / account holder

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

$137

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$80,183
GLOBAL RETIREMENT PARTNERS LLC5+ years Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903	Advisory (Plan)	$24,250
GROSSMAN YANAK & FORD LLP3 years Service code 10 THREE GATEWAY CENTER STE 1800 · PITTSBURGH, PA 15222	Accounting	$7,683

Plan features & details

Pension benefit codes2C2F2G2K2T3D3H

Plan features

2C
Money purchase plan
Money purchase pension plan other than a target benefit plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants 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.
2K
Code section 401(m) arrangement
Employee 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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityLow participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.

Expense breakdown

Schedule H Part II

Admin total

$146K

$150 / participant

Recordkeeping$26K17.9%
Investment mgmt$120K82.1%

% of EOY assets

0.130%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: GROSSMAN YANEK & FORD
Auditor EIN: 251638525
Audit fees: $0
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$105,697

$106,212-0.5%

$98,090+7.8%

$71,012+48.8%

Participation rate

90.2%

76.8%+13.4pp

81.5%+8.7pp

58.6%+31.7pp

Annual return

11.51%

19.33%-7.8pp

37.05%-25.5pp

37.67%-26.2pp

Employer contribution / active EE

$4,315

$3,373+27.9%

$3,606+19.7%

$2,348+83.8%

Participant deferral / active EE

$8,077-100.0%

$7,845-100.0%

$3,246-100.0%

Admin fee / account holder

$137

$357-61.5%

$11,815-98.8%

$1,167-88.3%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY O

Service code 64

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$80,183

GLOBAL RETIREMENT PARTNERS LLC5+ years

Service code 27

4340 REDWOOD HWY · SAN RAFAEL, CA 94903

Advisory (Plan)

$24,250

GROSSMAN YANAK & FORD LLP3 years

Service code 10

THREE GATEWAY CENTER STE 1800 · PITTSBURGH, PA 15222

Accounting

$7,683

ARMSTRONG PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARMSTRONG PENSION PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion