Heraeus Incorporated 401(K) Retirement Plan — Form 5500 plan (Heraeus Incorporated)

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, Heraeus Incorporated 401(K) Retirement Plan is a benefit plan reported by Heraeus Incorporated under EIN 22-2209713 and plan number 003. The latest loaded filing year is 2023. The filing reports 2,696 participants and $291,570,484 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heraeus Incorporated
EIN
22-2209713
Plan number
003
Plan type
2
Location
Yardley, PA
Latest filing year
2023
Participants
2,696
End-of-year plan assets
$291,570,484

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,696H, C20240528143805NAL0018319792001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$291,570,484
Total liabilities (EOY)
$0
Net assets (EOY)
$291,570,484
Net assets (BOY)
$242,977,280

Income & contributions

Employer contributions
$8,406,194
Participant contributions
$15,889,788
Total contributions
$29,348,835
Total income / additions
$71,980,957

Expenses & distributions

Benefits paid
$23,178,657
Administrative expenses
$216,092
Total expenses
$23,387,753
Net increase / (decrease)
$48,593,204

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$215,557$02023

Related Form 5500 pages