Plan5500

Azz Inc. Employee Benefit Plan And Trust — Form 5500 plan (Azz 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, Azz Inc. Employee Benefit Plan And Trust is a benefit plan reported by Azz Inc. under EIN 75-0948250 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,369 participants and $113,114,689 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$113.1MPlan net assets, end of year$113,114,689
Participants4.4KCovered participants reported4,369
Assets / participant$25.9KComputed: assets ÷ participants$25,890 (computed)
Provider compensation$71K1 Schedule C provider row(s)$70,971
Plan sponsor
Azz Inc.
EIN
75-0948250
Plan number
001
Plan type
2
Location
Fort Worth, 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
    4,369 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)$113.1M total assets
Net assets$113.1MLiabilities$0
Money in vs. money out
Total income / additions$34.6M
Total expenses$14.1M
Benefits paid / distributions$13.8M
Contributions
Employer$4.2M
Participant$9M
Full reported line items

Net assets

Total assets (EOY)
$113,114,689
Total liabilities (EOY)
$0
Net assets (EOY)
$113,114,689
Net assets (BOY)
$157,162,841

Income & contributions

Employer contributions
$4,155,393
Participant contributions
$8,994,958
Total contributions
$13,181,152
Total income / additions
$34,642,792

Expenses & distributions

Benefits paid
$13,786,574
Administrative expenses
$342,922
Total expenses
$14,136,742
Net increase / (decrease)
$20,506,050
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 32%Participant 68%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income40%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
    Prudential Retirement Insurance And$71K
    NONE · Direct $71K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Azz Inc. Employee Benefit Plan And Trust?
Azz Inc. Employee Benefit Plan And Trust is reported as sponsored by Azz Inc. (EIN 75-0948250, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Azz Inc. Employee Benefit Plan And Trust?
The latest Form 5500 filing year loaded for Azz Inc. Employee Benefit Plan And Trust is 2023.
How many participants does Azz Inc. Employee Benefit Plan And Trust report?
Azz Inc. Employee Benefit Plan And Trust reports 4,369 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Azz Inc. Employee Benefit Plan And Trust?
Azz Inc. Employee Benefit Plan And Trust reports $113,114,689 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages