Worthington Industries, Inc. Deferred Profit Sharing Plan — Form 5500 plan (Worthington Enterprises, 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, Worthington Industries, Inc. Deferred Profit Sharing Plan is a benefit plan reported by Worthington Enterprises, Inc. under EIN 31-1189815 and plan number 333. The latest loaded filing year is 2023. The filing reports 7,695 participants and $864,594,499 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Worthington Enterprises, Inc.
EIN
31-1189815
Plan number
333
Plan type
3
Location
Columbus, OH
Latest filing year
2023
Participants
7,695
End-of-year plan assets
$864,594,499

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,695H, C20241007131828NAL0008894963001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$864,594,499
Total liabilities (EOY)
$0
Net assets (EOY)
$864,594,499
Net assets (BOY)
$676,028,687

Income & contributions

Employer contributions
$21,349,872
Participant contributions
$35,423,094
Total contributions
$60,602,693
Total income / additions
$215,089,744

Expenses & distributions

Benefits paid
$83,973,101
Administrative expenses
-$144,424
Total expenses
$83,832,021
Net increase / (decrease)
$131,257,723

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyPLAN SPONSOR$82,500not reported in the loaded dataset2023
Meaden & MoorePLAN SPONSOR$18,500not reported in the loaded dataset2023

Related Form 5500 pages