2023 Form 5500 filing — The Ametek Retirement And Savings Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240710085501NAL0009416147001) for The Ametek Retirement And Savings Plan, reported by Ametek, Inc. under EIN 14-1682544 and plan number 078. It reports 12,432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240710085501NAL0009416147001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ametek, Inc.
- EIN
- 14-1682544
- Plan number
- 078
- Location
- Berwyn, PA
- Participants
- 12,432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,795,412,876
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,795,412,876
- Employer contributions
- $39,861,873
- Participant contributions
- $71,559,151
- Total income / additions
- $387,109,790
- Benefits paid
- $142,961,939
- Administrative expenses
- $1,538,315
- Total expenses
- $144,511,020
- Net increase / (decrease)
- $242,598,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Institutional Plan Services | RECORDKEEPING | $535,314 | $0 |
| Faegre Drinker | ATTORNEY | $102,004 | not reported in the loaded dataset |
| Nepc, LLC | CONSULTING | $95,842 | not reported in the loaded dataset |
| Ernst & Young | CONTRACTUAL | $62,800 | not reported in the loaded dataset |