Assa Abloy Inc. Retirement Savings Plan — Form 5500 plan (Assa Abloy Incorporated)

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, Assa Abloy Inc. Retirement Savings Plan is a benefit plan reported by Assa Abloy Incorporated under EIN 93-0925319 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,679 participants and $1,094,743,752 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Assa Abloy Incorporated
EIN
93-0925319
Plan number
001
Plan type
2
Location
New Haven, CT
Latest filing year
2023
Participants
12,679
End-of-year plan assets
$1,094,743,752

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,679H, C20241014093251NAL0044001504001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,094,743,752
Total liabilities (EOY)
$0
Net assets (EOY)
$1,094,743,752
Net assets (BOY)
$831,089,637

Income & contributions

Employer contributions
$34,230,222
Participant contributions
$52,388,286
Total contributions
$127,333,118
Total income / additions
$316,304,780

Expenses & distributions

Benefits paid
$79,461,674
Administrative expenses
$499,988
Total expenses
$79,975,489
Net increase / (decrease)
$236,329,291

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$286,326not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$213,662$02023

Related Form 5500 pages