Bwxt Thrift Plan — Form 5500 plan (Bwxt Investment Company)

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, Bwxt Thrift Plan is a benefit plan reported by Bwxt Investment Company under EIN 72-1172705 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,148 participants and $1,260,026,922 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Bwxt Investment Company
EIN
72-1172705
Plan number
002
Plan type
2
Location
Lynchburg, VA
Latest filing year
2023
Participants
7,148
End-of-year plan assets
$1,260,026,922

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,148H, C20250815135157NAL0005901731001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,260,026,922
Total liabilities (EOY)
$0
Net assets (EOY)
$1,260,026,922
Net assets (BOY)
$1,066,912,129

Income & contributions

Employer contributions
$33,315,821
Participant contributions
$50,012,974
Total contributions
$87,689,360
Total income / additions
$290,677,729

Expenses & distributions

Benefits paid
$97,022,721
Administrative expenses
$538,152
Total expenses
$97,562,936
Net increase / (decrease)
$193,114,793

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$424,600$02023
Aon Hewitt Inv ConsultingNONE$101,554not reported in the loaded dataset2023
Lj Mosby PcNONE$23,000not reported in the loaded dataset2023

Related Form 5500 pages