Barry-Wehmiller Companies' 401(K) Plan For Bargaining Unit Employees — Form 5500 plan (Barry-Wehmiller Companies, 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, Barry-Wehmiller Companies' 401(K) Plan For Bargaining Unit Employees is a benefit plan reported by Barry-Wehmiller Companies, Inc. under EIN 43-0172560 and plan number 003. The latest loaded filing year is 2023. The filing reports 389 participants and $39,041,919 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$39MPlan net assets, end of year$39,041,919
Participants389Covered participants reported
Assets / participant$100.4KComputed: assets ÷ participants$100,365 (computed)
Provider compensation$33.8K5 Schedule C provider row(s)$33,756
- Plan sponsor
- Barry-Wehmiller Companies, Inc.
- EIN
- 43-0172560
- Plan number
- 003
- Plan type
- 2
- Location
- St. Louis, MO
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 389 | H, C | 20241206104325NAL0012632402001 |
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)$39M total assets
Net assets$39MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $39,041,919
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $39,041,919
- Net assets (BOY)
- $37,019,689
Income & contributions
- Employer contributions
- $750,114
- Participant contributions
- $2,071,518
- Total contributions
- $2,903,920
- Total income / additions
- $8,494,942
Expenses & distributions
- Benefits paid
- $6,137,414
- Administrative expenses
- $30,007
- Total expenses
- $6,186,008
- Net increase / (decrease)
- $2,308,934
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.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets16%Computed ratio
Benefits paid ÷ total income72%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER/BOOKKEEPER | $15,377 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,379 | $0 | 2023 |
| Lockton Investment Advisors LLC | INVESTMENT ADVISORY | $6,000 | not reported in the loaded dataset | 2023 |
| Creative Planning | INVESTMENT ADVISORY | $2,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | BROKER/DEALER | $0 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Barry-Wehmiller Companies, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in St. Louis, MO
- Transamerica Retirement Solutions — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Lockton Investment Advisors LLC — Schedule C compensation
- Creative Planning — Schedule C compensation
- National Financial Services — Schedule C compensation