Schnitzer Steel Industries, Inc. Retirement Plan — Form 5500 plan (Schnitzer Steel 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, Schnitzer Steel Industries, Inc. Retirement Plan is a benefit plan reported by Schnitzer Steel Industries, Inc. under EIN 93-0341923 and plan number 010. The latest loaded filing year is 2023. The filing reports 3,563 participants and $180,475,479 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$180.5MPlan net assets, end of year$180,475,479
Participants3.6KCovered participants reported3,563
Assets / participant$50.7KComputed: assets ÷ participants$50,653 (computed)
Provider compensation$166.8K4 Schedule C provider row(s)$166,839
Plan sponsor
Schnitzer Steel Industries, Inc.
EIN
93-0341923
Plan number
010
Plan type
2
Location
Portland, OR
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,563H, C20241003084948NAL0005593891001
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)$180.5M total assets
Net assets$180.5MLiabilities$0
Money in vs. money out
Total income / additions$42.8M
Total expenses$18.1M
Benefits paid / distributions$17.8M
Contributions
Employer$5.9M
Participant$10.1M
Full reported line items

Net assets

Total assets (EOY)
$180,475,479
Total liabilities (EOY)
$0
Net assets (EOY)
$180,475,479
Net assets (BOY)
$155,630,198

Income & contributions

Employer contributions
$5,939,807
Participant contributions
$10,075,142
Total contributions
$17,165,591
Total income / additions
$42,840,375

Expenses & distributions

Benefits paid
$17,813,841
Administrative expenses
$170,641
Total expenses
$18,076,049
Net increase / (decrease)
$24,764,326
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 37%Participant 63%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income42%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Advisory Group, LLCNONE$118,052not reported in the loaded dataset2023
Canterbury Consulting IncNONE$40,000not reported in the loaded dataset2023
Empower Annuity Insurance Company ONONE$7,887$02023
Qdro Consultants Company, LLCNONE$900not reported in the loaded dataset2023

Related Form 5500 pages