Other
2023 plan-year Other DOL Form 5500

Ametek, Inc. Monthly Formula Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Ametek, Inc. Β· Pennsylvania Β· Manufacturing

What the 2023 filing shows

Ametek, Inc. Monthly Formula Pension Plan holds $10M for 121 participants - about $85,008 per participant, up 10.7% over the 2023 plan year.

$10M
total plan assets (2023 EOY)
121
covered participants
$85,008
avg assets per participant
+10.7%
assets growth YoY
Total Assets (2023)
$10M
Participants
121
State
Industry
Manufacturing

What the Filing Says About Ametek, Inc. Monthly Formula Pension Plan

Ametek, Inc. Monthly Formula Pension Plan is a Other retirement plan sponsored by Ametek, Inc., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 121 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 141682544, and the plan has been effective since 2015-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2023 to $10M at year-end β€” a gain of 10.7%. Net assets (after liabilities) closed the year at $10M, with reported net income of $997K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$9M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$997K
Plan TypeOther
Employer EIN141682544
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ametek, Inc.)

Year Plans Participants Total Assets
2022 7 8,681 $2.1B
2023 6 8,953 $2.4B
2024 5 9,090 $2.6B

Nearby Other Plans in Pennsylvania

Peer Other plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Ametek, Inc. Monthly Formula Pension Plan?
As of the 2023 Form 5500 filing, Ametek, Inc. Monthly Formula Pension Plan holds $10M in total assets with 121 participants. It is sponsored by Ametek, Inc..
What type of plan is Ametek, Inc. Monthly Formula Pension Plan?
Ametek, Inc. Monthly Formula Pension Plan is a Other plan. It has been effective since 2015-01-01. The plan is filed with the U.S. Department of Labor under EIN 141682544.
Who sponsors the Ametek, Inc. Monthly Formula Pension Plan?
Ametek, Inc. Monthly Formula Pension Plan is sponsored by Ametek, Inc., located in Pennsylvania. The sponsor's EIN is 141682544 and the plan operates in the Manufacturing industry.
How did Ametek, Inc. Monthly Formula Pension Plan perform in 2023?
Ametek, Inc. Monthly Formula Pension Plan grew by 10.7% during 2023, moving from $9M to $10M in total assets. Net income was $997K.
Where can I find official filings for Ametek, Inc. Monthly Formula Pension Plan?
Official Form 5500 filings for Ametek, Inc. Monthly Formula Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 141682544 or plan name at efast.dol.gov.
How does Ametek, Inc. Monthly Formula Pension Plan compare to other plans?
You can compare Ametek, Inc. Monthly Formula Pension Plan against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 141682544.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.