Rheem Defined Contribution Plan — Form 5500 plan (Rheem Manufacturing Company)
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, Rheem Defined Contribution Plan is a benefit plan reported by Rheem Manufacturing Company under EIN 20-3928590 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,392 participants and $402,663,384 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rheem Manufacturing Company
- EIN
- 20-3928590
- Plan number
- 002
- Plan type
- 2
- Location
- Atlanta, GA
- Latest filing year
- 2023
- Participants
- 3,392
- End-of-year plan assets
- $402,663,384
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,392 | H, C | 20241015075710NAL0046956704001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $402,663,384
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $402,663,384
- Net assets (BOY)
- $308,224,670
Income & contributions
- Employer contributions
- $17,693,768
- Participant contributions
- $25,452,200
- Total contributions
- $56,742,850
- Total income / additions
- $111,290,432
Expenses & distributions
- Benefits paid
- $42,595,770
- Administrative expenses
- $597,785
- Total expenses
- $43,202,863
- Net increase / (decrease)
- $68,087,569
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $354,800 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $168,045 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $70,900 | not reported in the loaded dataset | 2023 |
| Carr, Riggs, & Ingram LLC | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Smith, Gambrell & Russell, Llp | NONE | $6,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rheem Manufacturing Company
- 2023 Form 5500 filing
- Form 5500 filings in GA
- 401(k) and benefit plan filings in Atlanta, GA
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Carr, Riggs, & Ingram LLC — Schedule C compensation
- Smith, Gambrell & Russell, Llp — Schedule C compensation