Retirement plan

ENERGIZER HOLDINGS, INC. RETIREMENT PLAN

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

ENERGIZER HOLDINGS, INC.EIN 36-4802442Plan #001PY 2025

533 MARYVILLE UNIVERSITY DR. - SAINT LOUIS, MO 63141314-985-2000energizerholdings.comLinkedIn5001-10000 employeesconsumer goods

Prospect flagsHigh retiree %Low returnsWind-down / frozen

How to read this page

Total assets (EOY)

$225.7M

-6.6% from 2024

Total participants

1,609

-3.2% from 2024

Average account balance

No prior year

Annual return

2.03%

-13.99 pp from 2024

Benchmarks

See 338 peers

Peer group

Industryany (size+type match)

Plan typeDefined benefit

Participants250-999

Cohort338 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$225.71M

Not enough data

1 years with asset history on file

Average account balance

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

$140K

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.

1,292

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.

0.0%

Not enough data

1 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

+2.03%

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 8 by compensation

Provider	Service type	Compensation
OCTOBER THREE CONSULTING LLC7 years Service code 13 · EIN 27-1175487	Contract Administrator	$223,049
MERCER9 years Service code 11 · EIN 13-2834414	Actuarial	$172,989
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940	Investment Management	$155,714
SILCHESTER INTERNATIONAL INVESTORS9 years Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783	Investment Management	$127,667
GAMCO ASSET MANAGEMENT10+ years Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4044521	Investment Management	$84,686
NORTHERN TRUST COMPANY11+ years Service code 15 · EIN 36-1564860	Recordkeeping	$75,281
ACADIAN ASSET MANAGEMENT LLC10+ years Service code 28 · EIN 04-2929221	Investment Management	$11,936
INTECH INVESTMENT MANAGEMENT LLC10+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895	Investment Management	$8,342

Enrolled actuary

1 attachment

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

Plan features & details

Pension benefit codes1A1C1I3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
1I
Frozen plan
As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
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

3 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
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.

Expense breakdown

Schedule H Part II

Admin total

$1.2M

$3776 / participant

Trustee / custodial$75K6.3%
Investment mgmt$397K33.2%
Actuarial$173K14.5%
Contract admin$223K18.6%
Other / not subdivided$329K27.5%

% of EOY assets

0.530%

all-in expense ratio

Categories reported

4 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: RUBINBROWN LLP
Auditor EIN: 430765316
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

Participation rate

0.0%

0.0%0pp

Annual return

2.03%

10.61%-8.6pp

1.29%+0.7pp

10.61%-8.6pp

Employer contribution / active EE

$15,605-100.0%

$23,735-100.0%

$15,605-100.0%

Participant deferral / active EE

$1,909-100.0%

Admin fee / account holder

Provider

Service type

Compensation

OCTOBER THREE CONSULTING LLC7 years

Service code 13 · EIN 27-1175487

Contract Administrator

$223,049

MERCER9 years

Service code 11 · EIN 13-2834414

Actuarial

$172,989

NISA INVESTMENT ADVISORS, LLC10+ years

Filed as: NISA INVESTMENT ADVISORS LLC

Service code 28 · EIN 48-1140940

Investment Management

$155,714

SILCHESTER INTERNATIONAL INVESTORS9 years

Filed as: SILCHESTER INTERNATIONAL INVESTOR

Service code 28 · EIN 36-7045783

Investment Management

$127,667

GAMCO ASSET MANAGEMENT10+ years

Filed as: GAMCO INVESTORS, INC.

Service code 28 · EIN 13-4044521

Investment Management

$84,686

NORTHERN TRUST COMPANY11+ years

Service code 15 · EIN 36-1564860

Recordkeeping

$75,281

ACADIAN ASSET MANAGEMENT LLC10+ years

Service code 28 · EIN 04-2929221

Investment Management

$11,936

INTECH INVESTMENT MANAGEMENT LLC10+ years

Filed as: INTECH INVESTMENT MANAGEMENT, LLC

Service code 28 · EIN 01-0614895

Investment Management

$8,342

ENERGIZER HOLDINGS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ENERGIZER HOLDINGS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

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