2023 Form 5500 filing — Worthington Industries, Inc. Deferred Profit Sharing 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 20241007131828NAL0008894963001) for Worthington Industries, Inc. Deferred Profit Sharing Plan, reported by Worthington Enterprises, Inc. under EIN 31-1189815 and plan number 333. It reports 7,695 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007131828NAL0008894963001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Worthington Enterprises, Inc.
- EIN
- 31-1189815
- Plan number
- 333
- Location
- Columbus, OH
- Participants
- 7,695
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $864,594,499
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $864,594,499
- Employer contributions
- $21,349,872
- Participant contributions
- $35,423,094
- Total income / additions
- $215,089,744
- Benefits paid
- $83,973,101
- Administrative expenses
- -$144,424
- Total expenses
- $83,832,021
- Net increase / (decrease)
- $131,257,723
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Morgan Stanley | PLAN SPONSOR | $82,500 | not reported in the loaded dataset |
| Meaden & Moore | PLAN SPONSOR | $18,500 | not reported in the loaded dataset |