Graco Employee Retirement Plan - Blue — 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 Retirement Plan - Blue is a benefit plan reported by Graco Inc. under EIN 41-0285640 and plan number 008. The latest loaded filing year is 2023. The filing reports 1,007 participants and $127,392,716 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Graco Inc.
- EIN
- 41-0285640
- Plan number
- 008
- Plan type
- 2
- Location
- Minneapolis, MN
- Latest filing year
- 2023
- Participants
- 1,007
- End-of-year plan assets
- $127,392,716
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,007 | H, C | 20240916163200NAL0001768545001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $127,392,716
- Total liabilities (EOY)
- $2,166,964
- Net assets (EOY)
- $125,225,752
- Net assets (BOY)
- $248,495,860
Income & contributions
- Employer contributions
- $20,000,000
- Total contributions
- $20,000,000
- Total income / additions
- $35,939,628
Expenses & distributions
- Benefits paid
- $157,796,516
- Administrative expenses
- $1,413,220
- Total expenses
- $159,209,736
- Net increase / (decrease)
- -$123,270,108
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Jp Morgan Investment Management | NONE | $1,117,207 | not reported in the loaded dataset | 2023 |
| Mercer(Us)Inc | NONE | $164,585 | not reported in the loaded dataset | 2023 |
| Great-West Life & Annuity Insurance | NONE | $55,832 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | NONE | $21,525 | 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
- Jp Morgan Investment Management — Schedule C compensation
- Mercer(Us)Inc — Schedule C compensation
- Great-West Life & Annuity Insurance — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation