Employers › AMETEK
Recordkeeping fees per participant · The Ametek Retirement and Savings Plan · plan year 2024
$93.71
Higher than 98% of the 790 plans over $1B that report it.
= $1,129,542 / 12,053
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250728111452NAL0003147906001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728111452NAL0003147906001, received 2025-07-28
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-28.
Administrative expenses excluding investment management, per participant
$111.71
Higher than 92% of the 1,045 plans over $1B that report it.
= $1,346,433 / 12,053
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250728111452NAL0003147906001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728111452NAL0003147906001, received 2025-07-28
Administrative expenses per participant
$116.70
Higher than 78% of the 1,076 plans over $1B that report it.
= $1,406,628 / 12,053
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728111452NAL0003147906001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728111452NAL0003147906001, received 2025-07-28
Administrative expenses as a share of assets
0.072%
Higher than 74% of the 1,076 plans over $1B that report it.
= $1,406,628 / $1,944,440,057
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728111452NAL0003147906001, received 2025-07-28
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250728111452NAL0003147906001, received 2025-07-28
Employer contributions per participant
$3,289
Higher than 42% of the 1,135 plans over $1B that report it.
= $39,637,227 / 12,053
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728111452NAL0003147906001, received 2025-07-28
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728111452NAL0003147906001, received 2025-07-28
Employer share of total contributions
32.4%
Higher than 46% of the 1,135 plans over $1B that report it.
= $39,637,227 / $122,225,261
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728111452NAL0003147906001, received 2025-07-28
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250728111452NAL0003147906001, received 2025-07-28
7.9% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $30,242 ($119.21 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Employer match
“The Company matches employee contributions ranging from 33% to 100%, up to a maximum percentage ranging from 1% to 8% of eligible compensation or up to a maximum of $1,200 per participant in some locations.”
Form 10-K filed 2026-02-17, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Vesting
“Participants are fully vested at all times in participant contributions and Company matching contributions and related earnings.”
Form 11-K filed 2026-06-25, for the year ended 2025-12-31 · plan description note, vesting · source document
Automatic enrollment
“Participants are automatically enrolled in the Plan at a rate of 3% of their compensation unless the participant opts out of automatic enrollment or until the participant changes their elections.”
Form 11-K filed 2026-06-25, for the year ended 2025-12-31 · plan description note, general · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2A age/service-weighted · 2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250728111452NAL0003147906001, received 2025-07-28
| Field | Value | Source |
|---|---|---|
| Plan sponsor | AMETEK, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Plan name | THE AMETEK RETIREMENT AND SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Sponsor EIN / plan number | 14-1682544 / 078 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Sponsor location | BERWYN, PA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Industry (business code) | 339900, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Filing received | 2025-07-28 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Participants, beginning of year | 12,805 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Active participants | 8,402 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Participants, end of year | 12,312 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Participants with an account balance | 12,053 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Total assets, beginning of year | $1,795,412,876 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Total assets, end of year | $1,944,440,057 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Net assets, end of year | $1,944,440,057 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Total income | $343,465,192 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Net income | $118,148,384 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Employer contributions | $39,637,227 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Participant contributions | $75,358,359 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Other contributions (incl. rollovers) | $7,229,675 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Total contributions | $122,225,261 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Benefit payments | $223,845,092 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Total expenses (incl. benefit payments) | $225,316,808 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Total administrative expenses | $1,406,628 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Contract administrator fees | $121,700 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Recordkeeping fees | $1,129,542 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| IQPA audit fees | $64,683 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Investment advisory and management fees | $60,195 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Administrative expenses excluding investment management | $1,346,433 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Held in master trusts | $152,693,316 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Held in common/collective trusts | $827,600,217 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Held in mutual funds | $817,401,370 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250728111452NAL0003147906001, received 2025-07-28 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250728111452NAL0003147906001, received 2025-07-28 |
Position = column in the DOL layout for form year 2024. Filing 20250728111452NAL0003147906001, received 2025-07-28.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICESrecordkeeper | RECORDKEEPING | 30 Employee (plan); 37 Participant loan processing; 49 Other services; 99 Other fees | $630,311 | yes |
| ERNST & YOUNG | CONTRACTUAL | 10 Accounting (including auditing) | $64,683 | no |
| NEPC, LLC | CONSULTING | 16 Consulting (general) | $60,195 | no |
| FAEGRE DRINKER | ATTORNEY | 29 Legal | $30,508 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250728111452NAL0003147906001, received 2025-07-28.
AMETEK, INC. MASTER TRUST (EIN 141682544, PN 079): plan interest $152,693,316, 100.0% of the trust. The trust's own filing (20250728110808NAL0002099536001, received 2025-07-28) reports net assets $152,693,316, administrative expenses $30,242, recordkeeping fees not reported, investment management fees not reported and 1 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| VOYA INSTITUTIONAL PLAN SERVICESrecordkeeper | 37 65 | $30,242 | $30,242 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,795,412,876 | $1,944,440,057 | 8.3% |
| Participants with a balance | 12,370 | 12,053 | -2.6% |
| Administrative expenses | $1,538,315 | $1,406,628 | -8.6% |
| Recordkeeping fees per participant | $94.39 | $93.71 | -0.7% |
| Employer contributions | $39,861,873 | $39,637,227 | -0.6% |
Prior filing 20240710085501NAL0009416147001, received 2024-07-10; the plan years are contiguous.
Sponsor name as filed: AMETEK, INC.; SEC registrant: AMETEK INC/ (CIK 1037868, matched by EIN; display name from the Form 11-K cover).