Austin Industries Employee Stock Ownership Plan — Form 5500 plan (Austin 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, Austin Industries Employee Stock Ownership Plan is a benefit plan reported by Austin Industries, Inc. under EIN 75-1440225 and plan number 003. The latest loaded filing year is 2023. The filing reports 11,130 participants and $497,933,907 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$491.1MPlan net assets, end of year$491,090,167
Participants11.1KCovered participants reported11,130
Assets / participant$44.7KComputed: assets ÷ participants$44,738 (computed)
Provider compensation$680.2K3 Schedule C provider row(s)$680,235
- Plan sponsor
- Austin Industries, Inc.
- EIN
- 75-1440225
- Plan number
- 003
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,130 | H, C | 20241015120215NAL0028306257004 |
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)$497.9M total assets
Net assets$491.1MLiabilities$6.8M
Full reported line items
Net assets
- Total assets (EOY)
- $497,933,907
- Total liabilities (EOY)
- $6,843,740
- Net assets (EOY)
- $491,090,167
- Net assets (BOY)
- $420,014,164
Income & contributions
- Employer contributions
- $1,200,000
- Total contributions
- $24,129,440
- Total income / additions
- $111,178,467
Expenses & distributions
- Benefits paid
- $39,422,229
- Administrative expenses
- $680,235
- Total expenses
- $40,102,464
- Net increase / (decrease)
- $71,076,003
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.
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income35%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transition Finance Strategies, LLC | NONE | $541,982 | not reported in the loaded dataset | 2023 |
| State Street Bank & Trust Company | NONE | $131,043 | not reported in the loaded dataset | 2023 |
| Weaver And Tidwell Llp | NONE | $7,210 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Austin Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Transition Finance Strategies, LLC — Schedule C compensation
- State Street Bank & Trust Company — Schedule C compensation
- Weaver And Tidwell Llp — Schedule C compensation