My Plan Facts

Employers › Pennsylvania

Employer · plans filed under one EIN

Flsmidth Inc.

Bethlehem, PA · Professional, scientific and technical services

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$369Mnet assets across plans
2,874participant records1,367 active
$7.1Memployer contributions, latest plan years$5,166 per active record
$399KSchedule C compensation to organisations$138.82 per participant record

Flsmidth Inc., based in Bethlehem, Pennsylvania, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 2,874 participant records and $369M in net assets.

The largest is Flsmidth 401(k) Plan Trust, a 401(k) plan with 2,169 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $7.1M and participant contributions $13.6M in the latest plan years; benefits paid were $36.1M. Schedule C compensation reported to service provider organisations totalled $399K.

Combined net assets moved from $163M in 2009 to $369M in 2024 (up 127%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Flsmidth 401(k) Plan Trust401(k) plan20242,169$324M$149,376$5,436$176K
Retirement Plan for Flsmidth Inc. Salaried Employeesdefined benefit pension plan2024705$45.1M$63,988—$223K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $163M2010: $195M2011: $207M2012: $248M2013: $294M2014: $302M2015: $292M2016: $304M2017: $334M2018: $302M2019: $350M2020: $381M2021: $413M2022: $341M2023: $387M2024: $369M$163M$413M$369M20092012201620202024
Combined net assets
2009: 3,5192010: 3,3372011: 3,7792012: 4,3642013: 4,3812014: 4,0472015: 3,9812016: 3,7202017: 3,6182018: 3,6192019: 3,5772020: 3,3092021: 3,3252022: 3,2132023: 3,1442024: 2,8743,5194,3812,87420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,874$369M$7.1M$13.6M
202323,144$387M$6.8M$12.9M
202223,213$341M$6.2M$11.8M
202123,325$413M$5.9M$11.1M
202023,309$381M$5.4M$11.3M
201923,577$350M$6.5M$11.7M
201823,619$302M$6.5M$11.5M
201723,618$334M$6.2M$11.1M
201623,720$304M$6.6M$11.8M
201523,981$292M$7.6M$12.3M
201424,047$302M$11.0M$12.7M
201324,381$294M$11.5M$13.7M
201224,364$248M$12.9M$12.5M
201123,779$207M$10.0M$10.0M
201023,337$195M$14.0M$9.1M
200923,519$163M$862K$129K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
SEI Trust CompanyCustodial (securities); Investment management; Trustee (bank, trust company, or similar financial institution); Other services1$148,516
Fidelity Investments InstitutionalParticipant loan processing1$125,467
CBIZActuarial1$74,195
Strategic Advisors, Inc.Investment advisory (plan)1$26,285
Campbell Rappold & Yurasits LLPAccounting (including auditing)1$24,500

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

SEI Trust Company$149K
Fidelity Investments Institutional$125K
CBIZ$74K
Strategic Advisors, Inc.$26K
Campbell Rappold & Yurasits LLP$25K

Questions and answers

How many retirement plans does Flsmidth Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Flsmidth 401(k) Plan Trust and Retirement Plan for Flsmidth Inc. Salaried Employees. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Flsmidth Inc. contribute to its plans?

$7,061,755 in employer contributions across these plans in their latest plan years, about $5,166 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name SEI Trust Company, Fidelity Investments Institutional, CBIZ and Strategic Advisors, Inc. and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.