Retirement plan

CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN

Name: CASE NEW HOLLAND INDUSTRIAL INC. - CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN (2022) Form 5500
Creator: CASE NEW HOLLAND INDUSTRIAL INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN, CASE NEW HOLLAND INDUSTRIAL INC.

CASE NEW HOLLAND INDUSTRIAL INC.EIN 39-1982756Plan #002PY 2022

5729 WASHINGTON AVENUE - RACINE, WI 53406262-636-6004LinkedIn10001+ employeesmachinery

Other plans on this EIN

2 filings

#001Retirement-$158.4M assets #005Retirement-$22.0M assets

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed March 1, 2005

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.

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Total assets (EOY)

$1777.8M

-13.0% from 2021

Total participants

12,521

+11.2% from 2021

Average account balance

$160,191

-23.2% from 2021

Annual return

-13.50%

-30.31 pp from 2021

Benchmarks

See 134 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants5,000-9,999

Cohort134 peers

Snapshot2022

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.28B

Not enough data

1 years with asset history on file

Average account balance

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

$194K

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.

11,723

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.

90.5%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$152.55M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

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

+15.68%

Not enough data

1 years with return on file

Admin fee / account holder

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

$79

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

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
FIDELITY INVESTMENTS INSTITUTIONAL8+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786	Loan Processing	$495,637
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291	Actuarial	$283,247
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 28 · EIN 52-1868818	Investment Management	$40,780
REINHART BOERNER VAN DEUREN S.C.8+ years Filed as: REINHART, BOERNER VANDEUREN S.C. Service code 29 · EIN 39-1126909	Legal	$35,931
BELLLITHO, INC.1 year Filed as: BELL LITHO Service code 49 · EIN 36-2550923	Other Services	$30,936

Plan features & details

Pension benefit codes2G2J2K

Plan features

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.
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.
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.

Opportunity flags

0 tripped

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

Expense breakdown

Schedule H Part II

Admin total

$881K

$89 / participant

Other / not subdivided$881K100.0%

% of EOY assets

0.050%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: CROWE LLP
Auditor EIN: 350921680
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$160,191

$106,087+51.0%

$86,698+84.8%

$78,104+105.1%

Participation rate

85.6%

89.6%-3.9pp

76.6%+9.0pp

74.5%+11.1pp

Annual return

-13.50%

-14.87%+1.4pp

35.96%-49.5pp

10.90%-24.4pp

Employer contribution / active EE

$6,254

$4,110+52.1%

$2,837+120.5%

$3,128+100.0%

Participant deferral / active EE

$6,474

$6,851-5.5%

$4,656+39.0%

$5,089+27.2%

Admin fee / account holder

$79

$81-2.2%

$7,492-98.9%

$79+0.6%

Provider

Service type

Compensation

FIDELITY INVESTMENTS INSTITUTIONAL8+ years

Filed as: FIDELITY INVESTMENTS

Service code 37 · EIN 04-2647786

Loan Processing

$495,637

WILLIS TOWERS WATSON US LLC4 years

Service code 11 · EIN 53-0181291

Actuarial

$283,247

WILLIS TOWERS WATSON US LLC6 years

Filed as: TOWERS WATSON INVESTMENT SERVICES

Service code 28 · EIN 52-1868818

Investment Management

$40,780

REINHART BOERNER VAN DEUREN S.C.8+ years

Filed as: REINHART, BOERNER VANDEUREN S.C.

Service code 29 · EIN 39-1126909

Legal

$35,931

BELLLITHO, INC.1 year

Filed as: BELL LITHO

Service code 49 · EIN 36-2550923

Other Services

$30,936

CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CNH INDUSTRIAL U.S. RETIREMENT SAVINGS PLAN

Top hat statement on fileNQDC

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