Original filing (PDF)20250409133032NAL0039312114001

UNITED TEREX, INC.

Name: UNITED TEREX, INC. — UNITED TEREX, INC. DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: UNITED TEREX, INC.

Form 5500-SF

FILING_RECEIVED

UNITED TEREX, INC. DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNITED TEREX, INC..

Plan sponsor

Name

UNITED TEREX, INC.

EIN

23-1741531

Address

2579 INDUSTRY LANE · NORRISTOWN, PA · 194030000

Phone

(610) 631-1800

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2023

Plan year begin

2023-07-01

Tax period

2024-06-30

Filed

2025-04-09

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Manufacturing plans

TOOLBOLD CORPORATION

TOOLBOLD CORPORATION 401(K) RETIREMENT PLAN

$1.8M · 20 participants

AMCRAFT MANUFACTURING INCORPORATED

AMCRAFT MANUFACTURING, INC. PROFIT SHARING & 401(K) PLAN

$1.8M · 26 participants

SHERRILL MANUFACTURING INC

SHERRILL MANUFACTURING INC 401(K) PROFIT SHARING PLAN & TRUST

$1.8M · 62 participants

FILTER TECHNOLOGY, INC.

FILTER TECHNOLOGY, INC. 401(K) PLAN

$1.8M · 83 participants

ALCAT, INCORPORATED

ALCAT, INCORPORATED EMPLOYEE PROFIT SHARING PLAN