Plan5500

New Balance Athletics Employee Savings And Security Plan — Form 5500 plan (New Balance Athletic Shoe, Inc.)

Plain-English plan 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, New Balance Athletics Employee Savings And Security Plan is a benefit plan reported by New Balance Athletic Shoe, Inc. under EIN 04-2460172 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,216 participants and $423,987,953 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
New Balance Athletic Shoe, Inc.
EIN
04-2460172
Plan number
002
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
5,216
End-of-year plan assets
$423,987,953

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,216H, C20241015121432NAL0047828400001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$423,987,953
Total liabilities (EOY)
$0
Net assets (EOY)
$423,987,953
Net assets (BOY)
$349,290,888

Income & contributions

Employer contributions
$14,091,295
Participant contributions
$23,257,633
Total contributions
$41,615,594
Total income / additions
$98,970,479

Expenses & distributions

Benefits paid
$23,001,354
Administrative expenses
$1,272,060
Total expenses
$24,273,414
Net increase / (decrease)
$74,697,065

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
John HancockRETAINED BY CLIENT$1,163,092$02023
Captrust Partners, LLCRETAINED BY EMPLOYER$73,792not reported in the loaded dataset2023
Grant ThortonRETAINED BY PLAN SPONSOR$35,175not reported in the loaded dataset2023

Related Form 5500 pages