Samuel, Son & Co. (USA) 401(k) match, vesting and fees
What Samuel, Son & Co. (USA)'s 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Sikich (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2025 medians for 434 defined-contribution plans in manufacturing with 1,000 to 4,999 participants.
| Samuel, Son & Co. (USA): employer contribution per participant | $2,255 | |
| Peer median | $2,591 |
| Samuel, Son & Co. (USA): average balance | $67,993 | |
| Peer median | $102,504 |
| Samuel, Son & Co. (USA): admin expenses ÷ assets | 0.22% | |
| Peer median | 0.11% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $222M at the end of plan year 2021 to $225M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,441 | $225M | $7.5M | $2,255 | 0.22% | Not published | Form 5500 ↗ |
| 2024 | 3,386 | $202M | $7.6M | $2,357 | 0.23% | Not published | Form 5500 ↗ |
| 2023 | 3,934 | $193M | $7.5M | $1,997 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 3,978 | $178M | $7.2M | $1,908 | 0.34% | Not published | Form 5500 ↗ |
| 2021 | 3,916 | $222M | $6.3M | $1,808 | 0.33% | Not published | Form 5500 ↗ |
Other Samuel, Son & Co. (USA) plans (5)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Steel Fab, a Division of Samuel, Son & Co. (Usa) Inc., 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Sikich (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Tubular Products Company 401(k) Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Missouri Metals, a Division of Samuel, Son & Co. (Usa) Inc. Union 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Caid Industries, Inc. 401k and Profit Sharing Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Main Steel, a Division of Samuel, Son & Co. (Usa),
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Samuel, Son & Co. (USA) match 401(k) contributions?
The match terms for the Samuel, Son & Co. (Usa), Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $7.5M in employer contributions, about $2,255 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Samuel, Son & Co. (USA) 401(k) match vested?
The vesting schedule for the Samuel, Son & Co. (Usa), Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Samuel, Son & Co. (USA) 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Mercer Investments, LLC.
I left Samuel, Son & Co. (USA). How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mercer Investments, LLC, (617) 747-9500) or the recordkeeper, Empower Annuity Insurance Company O. The Samuel, Son & Co. (USA) old 401(k) page lists the contacts from every plan filing. Find an old Samuel, Son & Co. (USA) 401(k)
Data from the public Form 5500 annual reports Samuel, Son & Co. (USA) filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Samuel, Son & Co. (USA). Not financial advice. Report a correction · Methodology