Graco Employee Investment Plan — Form 5500 plan (Graco 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, Graco Employee Investment Plan is a benefit plan reported by Graco Inc under EIN 41-0285640 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,449 participants and $571,613,175 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Graco Inc
- EIN
- 41-0285640
- Plan number
- 001
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 3,449
- End-of-year plan assets
- $571,613,175
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,449 | H, C | 20240913080311NAL0004957715001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $571,613,175
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $571,613,175
- Net assets (BOY)
- $484,206,424
Income & contributions
- Employer contributions
- $11,361,813
- Participant contributions
- $22,712,028
- Total contributions
- $36,531,167
- Total income / additions
- $131,478,682
Expenses & distributions
- Benefits paid
- $43,443,495
- Administrative expenses
- $459,688
- Total expenses
- $44,071,931
- Net increase / (decrease)
- $87,406,751
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Advisory Group, LLC | NONE | $220,418 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | NONE | $212,780 | $0 | 2023 |
| Cliftonlarsonallen Llp | NONE | $19,950 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc | NONE | $6,240 | not reported in the loaded dataset | 2023 |
| Empower Financial Services, Inc. | NONE | $612 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Graco Inc
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Minneapolis, MN
- Empower Advisory Group, LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation
- Mercer (Us) Inc — Schedule C compensation
- Empower Financial Services, Inc. — Schedule C compensation