Plan5500

Scot Forge Company — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Scot Forge Company (EIN 36-2911912) is a plan sponsor located in Spring Grove, IL with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-2911912
Location
Spring Grove, IL
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Scot Forge Company

  • 3 loaded plans hold $1.2B in reported assets.
  • The largest, Scot Forge Company Employee Stock Ownership Plan, holds 96% of this company's reported plan assets.
  • Plans cover 1,547 reported participants.
  • 2 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.1BSummed across loaded plans$1,140,771,809
Total reported assets$1.2B$1,245,070,664
Total reported participants1.5K1,547
Total reported liabilities$104.3M$104,298,855

Reported net position

Reported assets = net assets + liabilities (summed)$1.2B total assets
Net assets$1.1BLiabilities$104.3M
Contributions & income
Employer contributions$6.3M
Participant contributions$1.7M
Total income / additions$323M
Expenses & distributions
Benefits paid / distributions$106.6M
Total expenses$106.7M
Net increase / (decrease)$216.3M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets96%Scot Forge Company Employee Stock Ownership Plan
Participants per plan516Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Scot Forge Company Employee Stock Ownership Plan$1.2B
    Plan #002 · 516 participants · 2023
  2. 2
    Scot Forge Company 401(K) Plan$50M
    Plan #003 · 518 participants · 2023
  3. 3
    Scot Forge Health & Welfare Benefit Plannot reported in the loaded dataset
    Plan #506 · 513 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Scot Forge Company. Open one for its full reported snapshot.

  1. 2023
    Scot Forge Health & Welfare Benefit Plan513 participants · 2No schedules
    View filing →
  2. 2023
    Scot Forge Company Employee Stock Ownership Plan516 participants · 2Sch H
    View filing →
  3. 2023
    Scot Forge Company 401(K) Plan518 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Scot Forge Company report on Form 5500?
Scot Forge Company (EIN 36-2911912) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Scot Forge Company?
The Employer Identification Number (EIN) reported for Scot Forge Company is 36-2911912.
What is the latest Form 5500 filing year for Scot Forge Company?
The latest loaded Form 5500 filing year for Scot Forge Company is 2023.

Related Form 5500 pages