Amsted Retirement Savings Plan For Bargaining Employees — 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 Retirement Savings Plan For Bargaining Employees is a benefit plan reported by Amsted Industries, Inc. under EIN 36-0730380 and plan number 080. The latest loaded filing year is 2023. The filing reports 1,410 participants and $69,532,025 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$69.5MPlan net assets, end of year$69,532,025
Participants1.4KCovered participants reported1,410
Assets / participant$49.3KComputed: assets ÷ participants$49,313 (computed)
Provider compensation$116.3K3 Schedule C provider row(s)$116,251
- Plan sponsor
- Amsted Industries, Inc.
- EIN
- 36-0730380
- Plan number
- 080
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,410 | H, C | 20250714082344NAL0002175842001 |
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)$69.5M total assets
Net assets$69.5MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $69,532,025
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $69,532,025
- Net assets (BOY)
- $57,036,944
Income & contributions
- Employer contributions
- $2,841,491
- Participant contributions
- $3,271,242
- Total contributions
- $6,365,403
- Total income / additions
- $19,898,675
Expenses & distributions
- Benefits paid
- $6,762,607
- Administrative expenses
- $116,251
- Total expenses
- $6,954,636
- Net increase / (decrease)
- $12,944,039
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.
46%54%
Employer 46%Participant 54%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income34%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $97,494 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $11,082 | not reported in the loaded dataset | 2023 |
| Crowe Llp | ACCOUNTANT/AUDITOR | $7,675 | not reported in the loaded dataset | 2023 |