401(k) · DOL Form 5500 · 2023

Azz Inc. 401(k) Plan

Data updated 2026-08-11

$113M
Total assets
3,169
Participants
92nd
Percentile by assets
$35,694
Avg per participant
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Official DOL plan name: Azz Inc. Employee Benefit Plan and Trust · Sponsored by Azz Inc. · Texas · Manufacturing

$113M in assets, 3,169 participants

Azz Inc.'s Azz Inc. Employee Benefit Plan and Trust reported $113M in total assets and 3,169 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 92nd percentile by assets (of 127,072 plans)
  • #16,450 in Manufacturing (18,722 peers)

Coverage in Texas

Azz Inc. Employee Benefit Plan and Trust covers 3,169 participants in Texas, 4.6x the typical Texas plan (state average ~688 per filing). Assets: $113M.

$113M
total plan assets (2023 EOY)
3,169
covered participants
92nd
percentile by assets (of 127,072 plans)
$35,694
avg assets per participant

Where Azz Inc. Employee Benefit Plan and Trust sits by total assets

Azz Inc. Employee Benefit Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$113,114,689 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Azz Inc. Employee Benefit Plan and Trust reported net income rose from -$33M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Azz Inc. Employee Benefit Plan and Trust end-of-year assets fell from $157M in the plan year 2022 filing to $113M in the plan year 2023 filing.
  • Azz Inc. Employee Benefit Plan and Trust reported participants rose from 2,947 in the plan year 2022 filing to 3,169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Texas filers

In Texas, the average filing covers about 688 participants across 10,116 plans. Azz Inc. Employee Benefit Plan and Trust reports 3,169 participants - 4.6x that state average ($113M EOY assets).

Texas filing particulars

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$113M
Net Income$21M
Employer EIN750948250
Plan Effective Date1969-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Azz Inc.)

$100M$120M$140M$160M$180M 202220232024 $157M $118M ▼ -25.2%
Total plan assets by year, all Azz Inc. plans on file
Year Plans Participants Total Assets
2022 1 2,947 $157M
2023 1 3,169 $113M
2024 1 2,835 $118M

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Azz Inc. Employee Benefit Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Azz Inc. Employee Be…, Total assets ($B): 0.113114689 · Participants: 3169Azz Inc. Employee Be…AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Azz Inc. Employee Benefit Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Azz Inc. Employee Benefit Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Azz Inc. Employee Benefit Plan and Trust assets move in 2023?
Azz Inc. Employee Benefit Plan and Trust declined sharply - down 28.0% during 2023, from $157M to $113M. Reported net income was $21M.
How have Azz Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Azz Inc.'s sponsor-wide assets declined 25.2%, from $157M to $118M.
Where does Azz Inc. Employee Benefit Plan and Trust rank by assets among Form 5500 filers?
Azz Inc. Employee Benefit Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Azz Inc. Employee Benefit Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Reminger Co., L.P.a. Profit Sharing Plan and Trust in OH ($113M, 313 participants).

Next read for Azz Inc. Employee Benefit Plan and Trust

Filing takeaways

Ways to act on Azz Inc. Employee Benefit Plan and Trust's numbers.