Pgt Savings Plan — Form 5500 plan (Pgt 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, Pgt Savings Plan is a benefit plan reported by Pgt Industries, Inc. under EIN 59-2038649 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,824 participants and $139,991,038 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$140MPlan net assets, end of year$139,991,038
Participants5.8KCovered participants reported5,824
Assets / participant$24KComputed: assets ÷ participants$24,037 (computed)
Provider compensation$416K1 Schedule C provider row(s)$416,000
Plan sponsor
Pgt Industries, Inc.
EIN
59-2038649
Plan number
001
Plan type
2
Location
North Venice, FL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,824H, C20241015135524NAL0029864689001
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)$140M total assets
Net assets$140MLiabilities$0
Money in vs. money out
Total income / additions$41.4M
Total expenses$11.8M
Benefits paid / distributions$11.4M
Contributions
Employer$8.4M
Participant$12.9M
Full reported line items

Net assets

Total assets (EOY)
$139,991,038
Total liabilities (EOY)
$0
Net assets (EOY)
$139,991,038
Net assets (BOY)
$108,115,771

Income & contributions

Employer contributions
$8,435,665
Participant contributions
$12,928,876
Total contributions
$21,937,568
Total income / additions
$41,439,385

Expenses & distributions

Benefits paid
$11,358,459
Administrative expenses
$416,000
Total expenses
$11,774,459
Net increase / (decrease)
$29,664,926
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 39%Participant 61%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income27%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$416,000$02023

Related Form 5500 pages