Amsted Industries Employees Capital Accumulation Plan — Form 5500 plan (Amsted Industries, 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, Amsted Industries Employees Capital Accumulation Plan is a benefit plan reported by Amsted Industries, Inc. under EIN 36-0730380 and plan number 002. The latest loaded filing year is 2023. The filing reports 6,619 participants and $761,601,015 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$761.6MPlan net assets, end of year$761,601,015
Participants6.6KCovered participants reported6,619
Assets / participant$115.1KComputed: assets ÷ participants$115,063 (computed)
Provider compensation$383.4K3 Schedule C provider row(s)$383,359
- Plan sponsor
- Amsted Industries, Inc.
- EIN
- 36-0730380
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,619 | H, C | 20250714082236NAL0000787649001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$761.6M total assets
Net assets$761.6MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $761,601,015
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $761,601,015
- Net assets (BOY)
- $632,992,199
Income & contributions
- Employer contributions
- $15,494,938
- Participant contributions
- $31,973,061
- Total contributions
- $60,845,999
- Total income / additions
- $222,395,779
Expenses & distributions
- Benefits paid
- $106,713,967
- Administrative expenses
- $383,359
- Total expenses
- $107,142,863
- Net increase / (decrease)
- $115,252,916
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
33%67%
Employer 33%Participant 67%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income48%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $251,194 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $109,665 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $22,500 | not reported in the loaded dataset | 2023 |