Arthrex 401(K) Retirement Savings Plan — Form 5500 plan (Arthrex, 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, Arthrex 401(K) Retirement Savings Plan is a benefit plan reported by Arthrex, Inc. under EIN 06-1121728 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,884 participants and $436,833,228 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Arthrex, Inc.
EIN
06-1121728
Plan number
001
Plan type
2
Location
Naples, FL
Latest filing year
2023
Participants
4,884
End-of-year plan assets
$436,833,228

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,884H, C20240925094134NAL0005363235001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$436,833,228
Total liabilities (EOY)
$0
Net assets (EOY)
$436,833,228
Net assets (BOY)
$339,508,247

Income & contributions

Employer contributions
$22,566,645
Participant contributions
$36,446,193
Total contributions
$62,717,225
Total income / additions
$124,116,785

Expenses & distributions

Benefits paid
$26,499,018
Administrative expenses
$267,179
Total expenses
$26,791,804
Net increase / (decrease)
$97,324,981

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance Company ORECORDKEEPER$260,706$02023

Related Form 5500 pages