Emcor Group, Inc. And Subsidiaries Union Employees' 401(K) Plan — Form 5500 plan (Emcor Group, 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, Emcor Group, Inc. And Subsidiaries Union Employees' 401(K) Plan is a benefit plan reported by Emcor Group, Inc. under EIN 11-2125338 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,201 participants and $49,362,801 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49.4MPlan net assets, end of year$49,362,801
Participants1.2KCovered participants reported1,201
Assets / participant$41.1KComputed: assets ÷ participants$41,101 (computed)
Provider compensation$31.6K1 Schedule C provider row(s)$31,579
Plan sponsor
Emcor Group, Inc.
EIN
11-2125338
Plan number
003
Plan type
2
Location
Norwalk, CT
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,201H, C20241004115458NAL0011389089001
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)$49.4M total assets
Net assets$49.4MLiabilities$0
Money in vs. money out
Total income / additions$11.1M
Total expenses$6.9M
Benefits paid / distributions$6.8M
Contributions
Employer$663.1K
Participant$2.1M
Full reported line items

Net assets

Total assets (EOY)
$49,362,801
Total liabilities (EOY)
$0
Net assets (EOY)
$49,362,801
Net assets (BOY)
$45,129,314

Income & contributions

Employer contributions
$663,128
Participant contributions
$2,076,488
Total contributions
$3,162,191
Total income / additions
$11,098,417

Expenses & distributions

Benefits paid
$6,831,101
Administrative expenses
$33,829
Total expenses
$6,864,930
Net increase / (decrease)
$4,233,487
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.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$31,579$02023

Related Form 5500 pages