Amsted Industries 401(k) and pension plans

Amsted Industries Incorporated, Chicago, IL. EIN 36-0730380. Annual reports 2009–2024. Also filed as Amsted Industries, Inc.; Amsted Industries Inc.

Amsted Industries Incorporated has 5 active retirement plans on file. The largest is the Amsted Industries Incorporated Employees' Stock Ownership Plan, with 9,167 participants and $3.7 billion in assets in 2024.

Active plans
5
Participants
19,825
Plan assets
$4.7 billion
401(k) recordkeeper
Fidelity
Plans on file
6
Industry
Manufacturing

All 6 plans

Active plans first

Amsted Industries Incorporated Employees' Stock Ownership Plan

Employee stock ownership plan (ESOP)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
004Employer EIN 36-0730380
Participants (2024)
9,167
Net assets (2024)
$3.7 billion
Plan administrator
Amsted Industries Incorporated
111 S Wacker DR Suite 4400
Chicago, IL 60606
(312) 645-1700As filed for 2024
In effect since
October 1, 1984

Earlier plan names: Amsted Industries Incorporated Employees Stock Ownership Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20249,167$3.7 billionnot listed
20239,365$4.4 billionnot listed
20229,020$3.8 billionnot listed
20218,698$3.3 billionnot listed
20208,233$3.6 billionnot listed
20197,991$3.0 billionnot listed
20188,545$3.3 billionnot listed
20178,102$3.1 billionnot listed
20168,018$3.2 billionnot listed
20157,935$2.9 billionnot listed
20148,451$3.6 billionnot listed
20138,331$4.1 billionnot listed
20127,906$3.1 billionnot listed
20118,108$2.1 billionnot listed
20107,967$1.9 billionnot listed
20097,629$1.3 billionnot listed

Amsted Industries Employees Capital Accumulation Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
002Employer EIN 36-0730380
Participants (2024)
6,992
Net assets (2024)
$835 million
Recordkeeper
Fidelity2009–2024
Plan administrator
Amsted Industries, Inc.
111 South Wacker DR., Suite 4400
Chicago, IL 60606
(312) 645-1700As filed for 2024
In effect since
October 1, 1981

Plans merged into this one: Amsted Industries 401(k) Plan for Ionx LLC Employees (2017).

Earlier plan names: Amsted Industries Incorporated Employees Capital Accumulation Plan.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20246,992$835 millionFidelity
20237,293$762 millionFidelity
20226,619$633 millionFidelity
20216,849$545 millionFidelity
20206,351$665 millionFidelity
20196,192$580 millionFidelity
20186,833$556 millionFidelity
20176,460$538 millionFidelity
20166,199$476 millionFidelity
20156,105$423 millionFidelity
20146,648$388 millionFidelity
20136,293$380 millionFidelity
20126,051$349 millionFidelity
20116,478$300 millionFidelity
20106,070$242 millionFidelity
20095,147$235 millionFidelity

Amsted Industries Incorporated Defined Benefit Pension Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number
026Employer EIN 36-0730380
Participants (2024)
2,052
Net assets (2024)
$141 million
Last listed administrator
Merrill2018–2019
Plan administrator
Amsted Industries Incorporated
111 S Wacker DR, Suite 4400
Chicago, IL 60606
(312) 645-1700As filed for 2024
In effect since
February 28, 1960
Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20242,052$141 millionnot listed
20232,099$147 millionnot listed
20222,156$134 millionnot listed
20212,217$143 millionnot listed
20202,230$184 millionnot listed
20192,259$176 millionMerrill
20182,397$168 millionMerrill
20172,463$154 millionnot listed
20162,761$163 millionnot listed
20153,735$180 millionnot listed
20143,815$150 millionnot listed
20133,884$172 millionnot listed
20124,686$185 millionnot listed
20114,703$176 millionnot listed
20105,204$152 millionnot listed
20095,428$140 millionnot listed

Amsted Retirement Savings Plan for Bargaining Employees

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
080Employer EIN 36-0730380
Participants (2024)
1,607
Net assets (2024)
$71.3 million
Recordkeeper
Fidelity2009–2024
Plan administrator
Amsted Industries, Inc.
111 S Wacker DR, Suite 4400
Chicago, IL 60606
(312) 645-1700As filed for 2024
In effect since
January 1, 1986

Earlier plan names: Amsted Profit Sharing & Retirement Savings Plan Fo R Bargaining Employees; Amsted Profit Sharing & Retirement Savings Plan for Bargaining Employees; Amsted Profit Sharing and Retirement Savings Plan for Bargaining Employees.

Year by year, 2009 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20241,607$71.3 millionFidelity
20231,822$69.5 millionFidelity
20221,410$57.0 millionFidelity
20211,900$43.7 millionFidelity
20201,885$53.4 millionFidelity
20191,949$48.1 millionFidelity
20182,184$50.6 millionFidelity
20172,445$47.9 millionFidelity
20162,269$42.1 millionFidelity
2015999$37.7 millionFidelity
2014948$31.4 millionFidelity
20134,445$30.6 millionFidelity
20124,542$31.9 millionFidelity
20113,670$27.1 millionFidelity
20103,154$21.3 millionFidelity
20092,812$20.5 millionFidelity

Amsted Industries 401(k) Plan for Joint Venture Employees

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number
124Employer EIN 36-0730380
Participants (2024)
7
Net assets (2024)
$292,101
Plan administrator
Amsted Industries, Inc.
111 S Wacker DR, Suite 4400
Chicago, IL 60606
(312) 645-1700As filed for 2024
In effect since
January 1, 2019
Year by year, 2019 to 2024
Plan yearParticipantsNet assetsRecordkeeper
20247$292,101not listed
20238$210,920not listed
20228$125,337not listed
20216$91,874not listed
202031$101,885not listed
201937$31,191not listed

Amsted Industries 401(k) Plan for Ionx LLC Employees

401(k)Merged

Merged. In 2017 its assets moved to the Amsted Industries Incorporated Employees Capital Accumulation Plan, sponsored by Amsted Industries Incorporated (EIN 36-0730380, plan 002). Accounts moved with them, so that plan is the one to contact.

Plan number
125Employer EIN 36-0730380
Participants (2016)
43
Net assets (2016)
$3.1 million
Plan administrator
Amsted Industries, Inc.
180 N. Stetson, Suite 1800
Chicago, IL 60601
(312) 645-1700As filed for 2017
In effect since
October 1, 2009

Earlier plan names: Amsted Industries 401K Plan for Ionx LLC Employees; Amsted Industries 401K Plan for Ionx LLC Ees.

Year by year, 2009 to 2017
Plan yearParticipantsNet assetsRecordkeeper
20170$0not listed
201643$3.1 millionnot listed
201545$2.7 millionnot listed
201443$2.2 millionnot listed
201342$1.3 millionnot listed
201240$970,508not listed
201143$784,414not listed
201033$489,818not listed
200929$316,162not listed

If you had money in one of these plans

  1. Call Fidelity (fidelity.com), which runs the Amsted Industries Employees Capital Accumulation Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
  2. Or call the plan administrator listed on the plan below ((312) 645-1700). That number was filed for 2024; ask for the benefits or retirement plan office.
  3. If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
  4. Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

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