Johnson Matthey Inc. Amended And Restated Hourly Employees Pension Plan — Form 5500 plan (Johnson Matthey 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, Johnson Matthey Inc. Amended And Restated Hourly Employees Pension Plan is a benefit plan reported by Johnson Matthey Inc. under EIN 23-0411710 and plan number 002. The latest loaded filing year is 2023. The filing reports 505 participants and $38,788,016 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$38.8MPlan net assets, end of year$38,788,016
Participants505Covered participants reported
Assets / participant$76.8KComputed: assets ÷ participants$76,808 (computed)
Provider compensation$188.5K3 Schedule C provider row(s)$188,509
Plan sponsor
Johnson Matthey Inc.
EIN
23-0411710
Plan number
002
Plan type
2
Location
Wayne, PA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023505H, C20250415153614NAL0006824370001
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)$38.8M total assets
Net assets$38.8MLiabilities$0
Money in vs. money out
Total income / additions$2.9M
Total expenses$5.1M
Benefits paid / distributions$4.9M
Contributions
Employer$2.6M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$38,788,016
Total liabilities (EOY)
$0
Net assets (EOY)
$38,788,016
Net assets (BOY)
$41,056,722

Income & contributions

Employer contributions
$2,600,000
Total contributions
$2,600,000
Total income / additions
$2,865,760

Expenses & distributions

Benefits paid
$4,891,757
Administrative expenses
$242,709
Total expenses
$5,134,466
Net increase / (decrease)
-$2,268,706
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.

Total expenses ÷ net assets13%Computed ratio
Benefits paid ÷ total income171%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
MercerNONE$130,816not reported in the loaded dataset2023
Bdo Usa, P.C.NONE$30,118not reported in the loaded dataset2023
The Bank Of New York MellonNONE$27,575$02023

Related Form 5500 pages