Hayward Industries, Inc. Retirement Plan — Form 5500 plan (Hayward Industries, 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, Hayward Industries, Inc. Retirement Plan is a benefit plan reported by Hayward Industries, Inc. under EIN 22-1715653 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,232 participants and $189,600,508 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Hayward Industries, Inc.
- EIN
- 22-1715653
- Plan number
- 002
- Plan type
- 2
- Location
- Charlotte, NC
- Latest filing year
- 2023
- Participants
- 2,232
- End-of-year plan assets
- $189,600,508
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,232 | H, C | 20241015085752NAL0029072433001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $189,600,508
- Total liabilities (EOY)
- $75,000
- Net assets (EOY)
- $189,525,508
- Net assets (BOY)
- $162,991,241
Income & contributions
- Employer contributions
- $5,861,864
- Participant contributions
- $8,956,666
- Total contributions
- $16,866,415
- Total income / additions
- $48,850,587
Expenses & distributions
- Benefits paid
- $22,169,310
- Administrative expenses
- $113,656
- Total expenses
- $22,316,320
- Net increase / (decrease)
- $26,534,267
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services, Inc. | INVESTMENT ADVISOR | $105,000 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $61,879 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$53,191 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Hayward Industries, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NC
- 401(k) and benefit plan filings in Charlotte, NC
- Gallagher Benefit Services, Inc. — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation