Pgt Savings Plan — Form 5500 plan (Pgt 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, Pgt Savings Plan is a benefit plan reported by Pgt Industries, Inc. under EIN 59-2038649 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,824 participants and $139,991,038 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$140MPlan net assets, end of year$139,991,038
Participants5.8KCovered participants reported5,824
Assets / participant$24KComputed: assets ÷ participants$24,037 (computed)
Provider compensation$416K1 Schedule C provider row(s)$416,000
Plan sponsor
Pgt Industries, Inc.
EIN
59-2038649
Plan number
001
Plan type
2
Location
North Venice, FL
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    5,824 participants · 2Sch HSch C
    View filing →
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)$140M total assets
Net assets$140MLiabilities$0
Money in vs. money out
Total income / additions$41.4M
Total expenses$11.8M
Benefits paid / distributions$11.4M
Contributions
Employer$8.4M
Participant$12.9M
Full reported line items

Net assets

Total assets (EOY)
$139,991,038
Total liabilities (EOY)
$0
Net assets (EOY)
$139,991,038
Net assets (BOY)
$108,115,771

Income & contributions

Employer contributions
$8,435,665
Participant contributions
$12,928,876
Total contributions
$21,937,568
Total income / additions
$41,439,385

Expenses & distributions

Benefits paid
$11,358,459
Administrative expenses
$416,000
Total expenses
$11,774,459
Net increase / (decrease)
$29,664,926
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.

Contribution share (employer vs. participant)
Employer 39%Participant 61%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $416K · Indirect $0

Related Form 5500 pages