Sulzer Pumps (Us) Inc. Retirement Plan — Form 5500 plan (Sulzer Pumps (Us) 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, Sulzer Pumps (Us) Inc. Retirement Plan is a benefit plan reported by Sulzer Pumps (Us) Inc. under EIN 94-3007659 and plan number 003. The latest loaded filing year is 2023. The filing reports 725 participants and $40,715,990 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$40.7MPlan net assets, end of year$40,715,990
Participants725Covered participants reported
Assets / participant$56.2KComputed: assets ÷ participants$56,160 (computed)
Provider compensationNone reported
Plan sponsor
Sulzer Pumps (Us) Inc.
EIN
94-3007659
Plan number
003
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023725H20241016181642NAL0051751728001
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)$40.7M total assets
Net assets$40.7MLiabilities$0
Money in vs. money out
Total income / additions$5.5M
Total expenses$3.7M
Benefits paid / distributions$3M
Contributions
Employer$999K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$40,715,990
Total liabilities (EOY)
$0
Net assets (EOY)
$40,715,990
Net assets (BOY)
$38,842,355

Income & contributions

Employer contributions
$999,000
Total contributions
$999,000
Total income / additions
$5,531,647

Expenses & distributions

Benefits paid
$3,017,507
Administrative expenses
$640,505
Total expenses
$3,658,012
Net increase / (decrease)
$1,873,635
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 assets9%Computed ratio
Benefits paid ÷ total income55%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages