2023 Form 5500 filing — Gleason Corporation Retirement Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004083615NAL0023175330001) for Gleason Corporation Retirement Savings Plan, reported by Gleason Corporation under EIN 16-1224655 and plan number 002. It reports 1,230 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$262.2MReported net assets$262,151,456
Participants1.2K1,230
Provider compensation$165.4K2 Schedule C row(s)$165,376
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20241004083615NAL0023175330001
Plan sponsor
Gleason Corporation
EIN
16-1224655
Plan number
002
Location
Rochester, NY
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$262.2M total assets
Net assets$262.2MLiabilities$0
Money in vs. money out
Total income / additions$50.2M
Total expenses$22.3M
Benefits paid / distributions$22.1M
Contributions
Employer$3.4M
Participant$6.4M
Full reported line items
Total assets (EOY)
$262,151,456
Total liabilities (EOY)
$0
Net assets (EOY)
$262,151,456
Employer contributions
$3,392,416
Participant contributions
$6,433,007
Total income / additions
$50,178,632
Benefits paid
$22,097,727
Administrative expenses
$159,676
Total expenses
$22,260,058
Net increase / (decrease)
$27,918,574
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    NONE · Direct $134.4K · Indirect $0
  2. 2
    NONE · Direct $31K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20241004083615NAL0023175330001 cover?
It is the 2023 Form 5500 filing for Gleason Corporation Retirement Savings Plan, reported by Gleason Corporation (EIN 16-1224655).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages