Plan5500

Metso Retirement Savings Plan — Form 5500 plan (Metso Usa 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, Metso Retirement Savings Plan is a benefit plan reported by Metso Usa Inc. under EIN 88-0298664 and plan number 024. The latest loaded filing year is 2023. The filing reports 1,547 participants and $263,019,414 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Metso Usa Inc.
EIN
88-0298664
Plan number
024
Plan type
2
Location
Brookfield, WI
Latest filing year
2023
Participants
1,547
End-of-year plan assets
$263,019,414

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,547H, C20240903104303NAL0018456161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$263,019,414
Total liabilities (EOY)
$0
Net assets (EOY)
$263,019,414
Net assets (BOY)
$226,011,092

Income & contributions

Employer contributions
$4,450,595
Participant contributions
$9,176,951
Total contributions
$16,319,294
Total income / additions
$54,385,325

Expenses & distributions

Benefits paid
$17,143,925
Administrative expenses
$233,078
Total expenses
$17,377,003
Net increase / (decrease)
$37,008,322

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$160,226$15,4592023
Edelman Financial Engines, LLCINV ADV, PARTICIPANTS$75,732not reported in the loaded dataset2023

Related Form 5500 pages