Rheem Manufacturing Company 401(K) Plan — Form 5500 plan (Rheem Manufacturing Company)

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, Rheem Manufacturing Company 401(K) Plan is a benefit plan reported by Rheem Manufacturing Company under EIN 20-3928590 and plan number 006. The latest loaded filing year is 2023. The filing reports 1,369 participants and $50,607,136 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$50.6MPlan net assets, end of year$50,607,136
Participants1.4KCovered participants reported1,369
Assets / participant$37KComputed: assets ÷ participants$36,966 (computed)
Provider compensation$115.2K2 Schedule C provider row(s)$115,193
Plan sponsor
Rheem Manufacturing Company
EIN
20-3928590
Plan number
006
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,369 participants · 2Sch HSch C
    View filing →
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)$50.6M total assets
Net assets$50.6MLiabilities$0
Money in vs. money out
Total income / additions$12.1M
Total expenses$7.6M
Benefits paid / distributions$7.5M
Contributions
Employer$1.8M
Participant$2.8M
Full reported line items

Net assets

Total assets (EOY)
$50,607,136
Total liabilities (EOY)
$0
Net assets (EOY)
$50,607,136
Net assets (BOY)
$46,138,506

Income & contributions

Employer contributions
$1,815,578
Participant contributions
$2,751,004
Total contributions
$5,676,941
Total income / additions
$12,122,209

Expenses & distributions

Benefits paid
$7,510,960
Administrative expenses
$106,980
Total expenses
$7,617,946
Net increase / (decrease)
$4,504,263
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 40%Participant 60%
Total expenses ÷ net assets15%Computed ratio
Benefits paid ÷ total income62%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    NONE · Direct $99.5K · Indirect $0
  2. 2
    NONE · Direct $15.7K

Related Form 5500 pages