Ametek, Inc. Employees' Master Retirement Trust — Form 5500 plan (Ametek, 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, Ametek, Inc. Employees' Master Retirement Trust is a benefit plan reported by Ametek, Inc. under EIN 14-1682544 and plan number 060. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $606,976,023 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ametek, Inc.
- EIN
- 14-1682544
- Plan number
- 060
- Plan type
- 4
- Location
- Berwyn, PA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $606,976,023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241010161550NAL0036395088001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $606,976,023
- Total liabilities (EOY)
- $7,089,924
- Net assets (EOY)
- $599,886,099
- Net assets (BOY)
- $568,830,556
Income & contributions
- Total contributions
- $0
- Total income / additions
- $80,927,030
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,027,228
- Total expenses
- $1,027,228
- Net increase / (decrease)
- $79,899,802
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Silchester International Investors | NONE | $586,315 | $0 | 2023 |
| The Bny Mellon Employees Benef | NONE | $347,506 | $0 | 2023 |
| Global Trust Company | NONE | $261,106 | $0 | 2023 |
| Bank Of New York Mellon | NONE | $244,114 | $0 | 2023 |
| T. Rowe Price | NONE | $150,392 | not reported in the loaded dataset | 2023 |
| Ernst & Young Llp | NONE | $144,050 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $136,033 | not reported in the loaded dataset | 2023 |
| Income Research & Management | NONE | $115,480 | not reported in the loaded dataset | 2023 |
| Gamco Asset Management, Inc | NONE | $33,422 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ametek, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Berwyn, PA
- Silchester International Investors — Schedule C compensation
- The Bny Mellon Employees Benef — Schedule C compensation
- Global Trust Company — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- T. Rowe Price — Schedule C compensation
- Ernst & Young Llp — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Gamco Asset Management, Inc — Schedule C compensation