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Original filing (PDF)20250415153614NAL0006824370001
JOHNSON MATTHEY INC.
Form 5500
FILING_RECEIVED
JOHNSON MATTHEY INC. AMENDED AND RESTATED HOURLY EMPLOYEES PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
236
Accounts w/ balance
—
Plan assets (EOY)
$38.8M
Net assets (EOY)
$38.8M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 68% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JOHNSON MATTHEY INC..
Plan sponsor
Name
JOHNSON MATTHEY INC.
EIN
23-0411710
Address
435 DEVON PARK DRIVE, SUITE 600 · WAYNE, PA · 190871998
Phone
(610) 971-3000
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1B · Flat-dollar DB formula
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER | 13-2843441 | — | NONE | $131K | — |
| BDO USA, P.C. | 13-5381590 | — | NONE | $30K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $28K | — |
Investments
4 pooled funds· $38.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| BNYM-M DB SL LT CREDIT BIF BNY MELLON, N.A. · EIN 25-6078093 / PN 062 | Common Collective Trust | $22.2M | 57.1% |
| BNYM-M DB SL LT GOVT BIF BNY MELLON, N.A. · EIN 25-6078093 / PN 063 | Common Collective Trust | $10.5M | 27.1% |
| BNYM-M DB SL INT CREDIT BIF BNY MELLON, N.A. · EIN 25-6078093 / PN 060 | Common Collective Trust | $4.9M | 12.7% |
| EB TEMP INV FD VAR RT 12/31/49 FEE BNY MELLON, N.A. · EIN 25-6078093 / PN 023 | Common Collective Trust | $1.2M | 3.1% |