My Plan Facts

The Quikrete Companies Profit Sharing and Tax Deferred Plan401(k) plan: employer contributions, fees and assets

Form 5500 for plan year 2025

The filing shows $1,389 of employer contributions for each active participant in the plan year that ended 31 Dec 2025. Form 5500 does not state the match formula.

Sponsor
Quikrete International, Inc., Atlanta, GA
EIN and plan number
20-0512217, plan 001
Plan type
401(k), profit sharing. Single-employer plan
Plan year
to
Filing received

What this filing shows

At the end of the plan year that ended 31 Dec 2025, the plan had 18,664 participants.

Net assets were $833,154,510 at the end of that plan year.

Employer contributions were $1,389 for each active participant in that plan year.

Participant contributions were $2,792 for each active participant.

By participants, it was number 33 of 1,895 defined contribution plans with 100 or more participants and a filing address in Georgia.

By net assets, it was number 57 of 1,807.

Its net assets rose by 33.9% from plan year 2024 to 2025.

Net assets of the 2,405 defined contribution plans with 5,000 to 24,999 participants in plan year 2024 that filed for both years rose by 13.8%.

Its employer contributions for each active participant were $1,389 in plan year 2025.

The median of defined contribution plans with 5,000 to 24,999 participants was $2,424 in plan year 2024.

Form 5500 does not state the match formula.

What Form 5500 does not show

  • The match formula. The form gives the total of the employer contributions for a plan year.
  • Fund expense ratios. The fees on the form are the administrative expenses of the plan and the Schedule C compensation.
  • The account of a person. The form gives totals for the plan.

Guide: what Form 5500 shows and does not show

While applicable plans are required to file a Form 5500 or Form 5500-SF annually, multiple filings may exist for a plan’s single form year if a plan amends their original filing or if a duplicate filing was erroneously submitted.

The dataset listed as “Latest” includes only the latest filing received for a plan with a filing status of “FILING_RECEIVED”.

EBSA wrote these sentences. Copied from Employee Benefits Security Administration, Form 5500 Datasets Guide on .

In plain words: this page shows the latest filing on record for each plan. A plan can amend a filing, and an amended filing replaces the earlier one at the next update. Source of the figures: the Form 5500 datasets, filings received through . The Department of Labor received this filing on .

Contributions

Position among plans of the same type and size. The group: 2,605 defined contribution plans with 5,000 to 24,999 participants, plan year 2024. The percentiles set the latest figures of this plan against the group of plan year 2024.

Employer contributionsPlan year that ended 31 Dec 2025. Cash from employers, Schedule H line 2a(1)(A)
$24,201,761
Active participants31 Dec 2025
17,425
Employer contributions for each active participant
$1,389
Among plans of the same type and size$1,389plan year 2024

The plan is at the 34th percentile of the group. The quartiles of the group are $843, $2,424 and $4,828. Among plans of the same sector, the plan is at the 30th percentile.

Participant contributionsPlan year that ended 31 Dec 2025
$48,659,107
Rollovers and other contributions
$37,945,223
Participant contributions for each active participant
$2,792
Among plans of the same type and size$2,792plan year 2024

The plan is at the 30th percentile of the group of 2,407 plans. The quartiles of the group are $2,178, $5,020 and $8,172. Among plans of the same sector, the plan is at the 21st percentile.

Total contributionsPlan year that ended 31 Dec 2025. Schedule H line 2a(3)
$110,806,091

A percentile gives a position in the group. It does not grade the plan. Groups: plans with 5,000 to 24,999 participants, Manufacturing sector.

Fees that the filing shows

The fees on this page are the administrative expenses of the plan and the Schedule C compensation. Fund expense ratios are not in Form 5500.

Contract administrator fees
$824,513
Investment advisory and management fees
$367,055
Other administrative expenses
$33,250
Administrative expenses, Schedule HPlan year that ended 31 Dec 2025
$1,224,818
Administrative expenses for each participant$65.62plan year 2024

The plan is at the 60th percentile of the group. The quartiles of the group are $31.20, $54.89 and $86.25. Among plans of the same sector, the plan is at the 27th percentile.

Direct compensation
$1,224,818
Indirect compensation
$0
Schedule C compensation to organisationsPlan year that ended 31 Dec 2025
$1,224,818
Schedule C compensation for each participant$65.62plan year 2024

The plan is at the 63rd percentile of the group. The quartiles of the group are $29.85, $53.38 and $82.74. Among plans of the same sector, the plan is at the 25th percentile.

The group for a fee line has only the plans that report an amount. Guide: how to read Schedule C fees

Assets and participants

Net assets at the start of the plan year
$622,113,139
Total income, with the result of the investments
$201,143,363
Benefits paid
$58,534,067
Total expenses
$60,694,160
Net income
$140,449,203
Net transfers
$70,592,168
Net assets, 31 Dec 2025
$833,154,510
Active participants
17,425
Retired or separated, with benefits now
5
Retired or separated, with benefits later
1,227
Participants with an account balance
9,997
Participants, 31 Dec 2025
18,664
Net assets for each participant$44,640plan year 2024

The plan is at the 38th percentile of the group. The quartiles of the group are $23,583, $64,499 and $125,540. Among plans of the same sector, the plan is at the 34th percentile.

Net assets for each participant is an average of the plan. Form 5500 has no account balance of a person.

Plan years on file

Net assets at the end of the plan year
$56.0M$833M20092025
Participants at the end of the plan year
1,64318,66420092025
The Quikrete Companies Profit Sharing and Tax Deferred Plan: figures of each plan year on fileA plan year has the number of the year in which it started. The earlier years include the filings under the EIN or plan number that the plan had before.
Plan yearParticipantsNet assetsEmployer contributionsParticipant contributionsSchedule C compensation
202518,664$833M$24.2M$48.7M$1.2M
202413,677$622M$19.6M$37.1M$1.2M
202313,750$545M$29.6M$35.0M$1.2M
202213,091$373M$9.9M$29.6M$1.0M
202110,204$455M$9.9M$25.3M$1.4M
202010,299$398M$9.4M$24.5M$1.1M
201910,408$328M$8.7M$22.8M$438K
20189,805$247M$8.8M$21.8M$207K
20178,763$198M$5.0M$20.0M$247K
20167,383$150M$4.7M$9.7M$205K
20155,056$134M$4.4M$9.5M$181K
20143,821$127M$3.1M$8.8M$163K
20133,515$101M$2.8M$6.4M$125K
20122,998$80.7M$2.0M$5.8M$1.1M
20112,308$65.3M$11K$4.0M$928K
20102,326$64.4M$1.9M$3.9M$871K
20091,643$56.0M$1.9M$3.8M$55K

Assets by Schedule H category, 31 Dec 2025

Common/collective trusts
$453M 54.3%
Registered investment companies (mutual funds)
$306M 36.7%
Insurance company general account
$60.1M 7.2%
Participant loans
$14.6M 1.7%

The form shows the type of the investment vehicle. It does not list the funds of the plan.

Service providers on Schedule C

Organisations that The Quikrete Companies Profit Sharing and Tax Deferred Plan paid $5,000 or morePlan year that ended 31 Dec 2025. Service codes and amounts as filed.
OrganisationServices in the filingDirect compensationIndirect compensation
Voya Retirement Insurance & AnnuityRecordkeeping fees; Other fees$859,539$0
Voya Retirement Advisors, LLCInvestment advisory (participants)$318,632$0
Morgan Stanley Global Banking OpOther fees$46,647$0

Schedule C lists a provider only when the plan paid it $5,000 or more. The site does not show persons that Schedule C names.

Other answers in the filing

Opinion of the accountantSchedule H line 3a
Unmodified
Accountant performed an ERISA section 103(a)(3)(C) auditSchedule H line 3b
Yes
Accounting firmSchedule H line 3c
Cohnreznick LLP
Failure to transmit participant contributionsSchedule H line 4a
No
Fidelity bondSchedule H line 4d
Yes, $25,000,000
Blackout period in the plan yearSchedule H line 4m
No
  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 3DPre-approved pension plan

Plan characteristics codes of line 8a, with the labels of the Form 5500 instructions. Business code 327300: Cement & Concrete Product Mfg.

The plan administrator gives these answers on Schedule H. The site shows the answers as filed. It draws no conclusion from them.

Line 3a. The attached opinion of an independent qualified public accountant for this plan is (see instructions): The form has four choices: unmodified, qualified, disclaimer and adverse. Glossary

Line 4a. Was there a failure to transmit to the plan any participant contributions within the time period described in 29 CFR 2510.3-102? Continue to answer “Yes” for any prior year failures until fully corrected. (See instructions and DOL’s Voluntary Fiduciary Correction Program.) A “Yes” answer carries an amount. The line does not say why a transfer was late. Glossary

Form text copied from Department of Labor, Schedule H (Form 5500), editions 2024 and 2025 on .

Other plans of Quikrete International, Inc.

Plans that file under EIN 20-0512217
PlanParticipantsNet assets
Quikrete Companies Retirement and Savings Plan for Collectively Bargained Employees1,509$60.5M

The employer page of Quikrete International, Inc.

Plans of similar size in the same industry

Plans with the same plan type and business code, nearest in number of participantsThe list is for navigation. Its order is not a rank.
PlanSponsorParticipants
The Quikrete Companies Profit Sharing and Tax Deferred PlanThe Quikrete Companies, LLC13,677
Smyrna Ready Mix 401(k) Profit Sharing Plan and TrustSmyrna Ready Mix Concrete, LLC4,620
Wells Concrete Products Company Profit Sharing 401(k) and Laborers Union Supplemental Retirement PlanThe Wells Companies3,590
Eagle Materials, Inc. Retirement PlanEagle Materials, Inc.3,167
Cretex Companies, Inc. 401(k) Profit Sharing PlanCretex Companies, Inc.2,965
Irving Materials, Inc. Employee Savings 401(k) PlanIrving Materials, Inc.2,963
Edw. C. Levy Co. Capital Accumulation PlanEdw. C. Levy Co.2,280
New Enterprise Stone & Lime Co., Inc. 401(k) Savings and Retirement PlanNew Enterprise Stone & Lime Co., Inc.2,267
Calportland Company Thrift & Profit Sharing Plan for Hourly EmployeesCalportland Company2,164
Robertson's Ltd. 401(k) PlanRobertson's Ready Mix, Ltd.2,039

Official channels

The links open the sites of the Department of Labor in a new tab. The site confirmed the links on .

Cite this page

My Plan Facts. "The Quikrete Companies Profit Sharing and Tax Deferred Plan." https://myplanfacts.com/plan/200512217-001-the-quikrete-companies-profit-sharing-and-tax-deferred-plan/. Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets, filings received through 24 Oct 2026.

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Where this page gets its figures

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 datasets (Form 5500, Schedule H, Schedule C), plan years 2009 to 2025. The datasets are in the public domain. This page shows the latest filing on record for EIN 20-0512217, plan 001. An amended filing replaces it at the next update. The site calculates the figures for each participant, the quartiles and the percentiles. How the figures are made. Report an error.

Questions

Does the filing show the employer match?

No. Form 5500 does not state the match formula. The filing shows total employer contributions of $24,201,761 for the plan year that ended 31 Dec 2025. Participants contributed $48,659,107 in total in that plan year.

What fees does the filing show?

The plan reported $1,224,818 of administrative expenses for the plan year that ended 31 Dec 2025. Schedule C shows $1,224,818 of compensation to service providers. Fund expense ratios are not in Form 5500.

Which organisations give services to the plan?

Schedule C of the filing names 3 organisations. The table of service providers on this page gives the names, the services and the amounts. Schedule C lists a provider only when the plan paid it $5,000 or more.

How old are these figures?

The figures are for the plan year from 1 Jan 2025 to 31 Dec 2025. The Department of Labor received the filing on 15 Oct 2026. A filing is due by the last day of the 7th month after the plan year ends. An extension allows up to 9.5 months after the plan year ends.