Snap-On Incorporated Retirement Plan — Form 5500 plan (Snap-On 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, Snap-On Incorporated Retirement Plan is a benefit plan reported by Snap-On Incorporated under EIN 39-0622040 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,251 participants and $986,053,334 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Snap-On Incorporated
- EIN
- 39-0622040
- Plan number
- 001
- Plan type
- 2
- Location
- Kenosha, WI
- Latest filing year
- 2023
- Participants
- 9,251
- End-of-year plan assets
- $986,053,334
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,251 | H, C | 20241014140432NAL0027505201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $986,053,334
- Total liabilities (EOY)
- $606,816
- Net assets (EOY)
- $985,446,518
- Net assets (BOY)
- $926,380,410
Income & contributions
- Total contributions
- $0
- Total income / additions
- $121,782,192
Expenses & distributions
- Benefits paid
- $58,851,765
- Administrative expenses
- $3,864,319
- Total expenses
- $62,716,084
- Net increase / (decrease)
- $59,066,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors LLC | NONE | $648,820 | not reported in the loaded dataset | 2023 |
| Mercer Investment Management | NONE | $379,597 | not reported in the loaded dataset | 2023 |
| Northern Trust | TRUSTEE | $359,322 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $329,047 | not reported in the loaded dataset | 2023 |
| William Blair Funds | NONE | $323,281 | not reported in the loaded dataset | 2023 |
| Kayne Anderson | NONE | $254,723 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management | NONE | $247,519 | not reported in the loaded dataset | 2023 |
| Boston Trust | NONE | $220,944 | not reported in the loaded dataset | 2023 |
| Acadian Global Managed Volatility | NONE | $72,397 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $54,522 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consulting | NONE | $34,284 | not reported in the loaded dataset | 2023 |
| Wipfli Llp | NONE | $14,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Snap-On Incorporated
- 2023 Form 5500 filing
- Form 5500 filings in WI
- 401(k) and benefit plan filings in Kenosha, WI
- Nisa Investment Advisors LLC — Schedule C compensation
- Mercer Investment Management — Schedule C compensation
- Northern Trust — Schedule C compensation
- Mercer — Schedule C compensation
- William Blair Funds — Schedule C compensation
- Kayne Anderson — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- Boston Trust — Schedule C compensation
- Acadian Global Managed Volatility — Schedule C compensation
- Blackrock — Schedule C compensation
- Mercer Investment Consulting — Schedule C compensation
- Wipfli Llp — Schedule C compensation