The Ametek Retirement And Savings Plan — Form 5500 plan (Ametek, 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, The Ametek Retirement And Savings Plan is a benefit plan reported by Ametek, Inc. under EIN 14-1682544 and plan number 078. The latest loaded filing year is 2023. The filing reports 12,432 participants and $1,795,412,876 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ametek, Inc.
EIN
14-1682544
Plan number
078
Plan type
2
Location
Berwyn, PA
Latest filing year
2023
Participants
12,432
End-of-year plan assets
$1,795,412,876

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,432H, C20240710085501NAL0009416147001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,795,412,876
Total liabilities (EOY)
$0
Net assets (EOY)
$1,795,412,876
Net assets (BOY)
$1,534,863,261

Income & contributions

Employer contributions
$39,861,873
Participant contributions
$71,559,151
Total contributions
$130,577,798
Total income / additions
$387,109,790

Expenses & distributions

Benefits paid
$142,961,939
Administrative expenses
$1,538,315
Total expenses
$144,511,020
Net increase / (decrease)
$242,598,770

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Institutional Plan ServicesRECORDKEEPING$535,314$02023
Faegre DrinkerATTORNEY$102,004not reported in the loaded dataset2023
Nepc, LLCCONSULTING$95,842not reported in the loaded dataset2023
Ernst & YoungCONTRACTUAL$62,800not reported in the loaded dataset2023

Related Form 5500 pages