The Iron Mountain Companies 401(K) Plan — Form 5500 plan (Iron Mountain 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, The Iron Mountain Companies 401(K) Plan is a benefit plan reported by Iron Mountain Incorporated under EIN 23-2588479 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,808 participants and $804,601,580 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Iron Mountain Incorporated
- EIN
- 23-2588479
- Plan number
- 001
- Plan type
- 2
- Location
- Royersford, PA
- Latest filing year
- 2023
- Participants
- 11,808
- End-of-year plan assets
- $804,601,580
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,808 | H, C | 20241009084611NAL0010445011001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $804,601,580
- Total liabilities (EOY)
- $5,444
- Net assets (EOY)
- $804,596,136
- Net assets (BOY)
- $651,327,224
Income & contributions
- Employer contributions
- $18,617,463
- Participant contributions
- $53,857,764
- Total contributions
- $80,167,709
- Total income / additions
- $213,172,702
Expenses & distributions
- Benefits paid
- $61,517,817
- Administrative expenses
- $788,472
- Total expenses
- $62,474,070
- Net increase / (decrease)
- $150,698,632
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $624,998 | $0 | 2023 |
| Rsm Us Llp | ACCOUNTANT/AUDITOR | $61,587 | not reported in the loaded dataset | 2023 |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $61,250 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $41,831 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Iron Mountain Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Royersford, PA
- Fidelity Investments Institutional — Schedule C compensation
- Rsm Us Llp — Schedule C compensation
- Capfinancial Partners, LLC — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation