Plan5500

The Alamo Group (Usa) Inc. 401(K) Retirement And Savings Plan — Form 5500 plan (Alamo Group 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, The Alamo Group (Usa) Inc. 401(K) Retirement And Savings Plan is a benefit plan reported by Alamo Group Inc. under EIN 74-2149829 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,199 participants and $217,914,929 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$217.9MPlan net assets, end of year$217,914,929
Participants3.2KCovered participants reported3,199
Assets / participant$68.1KComputed: assets ÷ participants$68,120 (computed)
Provider compensation$315.9K4 Schedule C provider row(s)$315,857
Plan sponsor
Alamo Group Inc.
EIN
74-2149829
Plan number
001
Plan type
2
Location
Seguin, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    3,199 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)$217.9M total assets
Net assets$217.9MLiabilities$0
Money in vs. money out
Total income / additions$51.4M
Total expenses$16M
Benefits paid / distributions$15.7M
Contributions
Employer$4.2M
Participant$13.4M
Full reported line items

Net assets

Total assets (EOY)
$217,914,929
Total liabilities (EOY)
$0
Net assets (EOY)
$217,914,929
Net assets (BOY)
$182,534,211

Income & contributions

Employer contributions
$4,248,397
Participant contributions
$13,399,094
Total contributions
$20,431,147
Total income / additions
$51,395,070

Expenses & distributions

Benefits paid
$15,682,025
Administrative expenses
$315,857
Total expenses
$16,014,352
Net increase / (decrease)
$35,380,718
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 24%Participant 76%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income31%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
    Fidelity Investments Institutional$182.5K
    RECORDKEEPER · Direct $182.5K · Indirect $0
  2. 2
    Strategic Advisors, Inc.$66.5K
    ADVISOR · Direct $66.5K
  3. 3
    Capfinancial Partners LLC$54.3K
    ADVISOR · Direct $54.3K
  4. 4
    Nfp Retirement Inc.$12.5K
    INVESTMENT ADVISOR · Direct $12.5K

Related Form 5500 pages