Ferguson Enterprises, LLC, 401(K) Retirement Savings Plan — Form 5500 plan (Ferguson Enterprises, LLC)
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, Ferguson Enterprises, LLC, 401(K) Retirement Savings Plan is a benefit plan reported by Ferguson Enterprises, LLC under EIN 54-1473338 and plan number 002. The latest loaded filing year is 2023. The filing reports 37,002 participants and $3,156,716,965 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ferguson Enterprises, LLC
- EIN
- 54-1473338
- Plan number
- 002
- Plan type
- 2
- Location
- Newport News, VA
- Latest filing year
- 2023
- Participants
- 37,002
- End-of-year plan assets
- $3,156,716,965
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 37,002 | H, C | 20241009131607NAL0037913746001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $3,156,716,965
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $3,156,716,965
- Net assets (BOY)
- $2,629,533,816
Income & contributions
- Employer contributions
- $77,847,064
- Participant contributions
- $186,264,632
- Total contributions
- $287,866,511
- Total income / additions
- $741,789,432
Expenses & distributions
- Benefits paid
- $212,958,371
- Administrative expenses
- $1,594,619
- Total expenses
- $214,606,283
- Net increase / (decrease)
- $527,183,149
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $1,508,498 | $0 | 2023 |
| Prudential Insurance Co | NONE | $805,714 | not reported in the loaded dataset | 2023 |
| Prudential Trust Co | NONE | $706,874 | $0 | 2023 |
| Pbmares Llp | AUDITOR | $23,000 | not reported in the loaded dataset | 2023 |
| Worth Higgins & Associates, Inc. | NONE | $12,537 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ferguson Enterprises, LLC
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Newport News, VA
- Empower Annuity Insurance Company — Schedule C compensation
- Prudential Insurance Co — Schedule C compensation
- Prudential Trust Co — Schedule C compensation
- Pbmares Llp — Schedule C compensation
- Worth Higgins & Associates, Inc. — Schedule C compensation