Back to filter
Original filing (PDF)20251014141855NAL0001490595001
MINERALS TECHNOLOGIES INC.
Form 5500
FILING_RECEIVED
MINERALS TECHNOLOGIES INC. RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
35% in single holdingNo recordkeeper disclosed
Active participants
270
Accounts w/ balance
—
Plan assets (EOY)
$182.8M
Net assets (EOY)
$182.8M
How this plan invests
This plan
1 pooled trust
Schedule D
8 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
83
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Instit Index (Inst)" is 35% of plan.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINERALS TECHNOLOGIES INC..
Plan sponsor
Name
MINERALS TECHNOLOGIES INC.
EIN
25-1190717
Address
622 THIRD AVE. · 38TH FLOOR · NEW YORK, NY · 10017
Phone
(212) 878-1814
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
1A · Pay-related DB formula
3H · Sponsor in controlled / affiliated group
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY CLIENT | $131K | — |
| FIDUCIARY PLAN PARTNERS, LLC | 81-2872393 | WESTFIELD, NJ | RETAINED BY CLIENT | $13K | — |
Investments
7 direct securities · 1 pooled fund· $181.4M(99% 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.
Uncategorized
$168.5M
7 holdings
Common Collective Trust
$12.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Instit Index (Inst) | — | — | $26.2M | $63.1M | 34.5% | |
| Lord Abbett Lord Abbett Short Dur Inc I | — | — | $37.6M | $34.3M | 18.8% | |
| Vanguard Total Bond Index Inst | — | — | $22.0M | $20.8M | 11.4% | |
| Vanguard Small Cap Index Instl | — | — | $7.2M | $17.0M | 9.3% | |
| Vanguard Mid Cap Index Instl | — | — | $6.9M | $16.9M | 9.3% | |
| LARGE CAP VALUE FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $11.5M | $12.9M | 7.1% | |
| Goldman Sachs Goldman Sachs Shrt Dur Govt In | — | — | $10.2M | $9.6M | 5.3% | |
| Fidelity International Idx Fd | — | — | $6.1M | $6.8M | 3.7% |
Related plans
Other plans using JOHN HANCOCK
FIRSTENERGY CORP.
FIRSTENERGY CORP. MASTER PENSION PLAN
$6.5B · 12,279 participants
EVERSOURCE ENERGY SERVICE COMPANY
EVERSOURCE PENSION PLAN
$5.8B · 3,150 participants
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA
CARPENTERS ANNUITY TRUST FUND FOR NORTHERN CALIFORNIA
$3.3B · 24,741 participants
HIGHMARK HEALTH
HIGHMARK RETIREMENT PLAN
$3.1B · 12,825 participants
VALERO ENERGY CORPORATION
VALERO ENERGY CORPORATION PENSION PLAN
$2.6B · 6,554 participants
FUJITSU NORTH AMERICA, INC.
FUJITSU GROUP DEFINED CONTRIBUTION AND 401(K) PLAN
$1.5B · 1,592 participants
Similar-size Manufacturing plans
BULAB HOLDINGS, INC.
BULAB PROFIT SHARING AND 401(K) PLAN
$184.7M · 453 participants
KODAK ALARIS INC.
KODAK ALARIS RETIREMENT SAVINGS PLAN
$168.4M · 744 participants
NEW ENGLAND BIOLABS, INC.
NEW ENGLAND BIOLABS, INC. NON-VOTING STOCK OWNERSHIP PLAN
$199.5M · 431 participants
KDC US HOLDINGS, INC.
KDC USA 401(K) PLAN
$165.8M · 3,658 participants
PVS
PVS CHEMICALS, INC. 401(K) PROFIT SHARING PLAN
$158.0M · 1,297 participants
AIR PRODUCTS AND CHEMICALS, INC.
PENSION PLAN FOR HOURLY RATED EMPLOYEES OF AIR PRODUCTS AND CHEMICALS, INC.
$211.8M · 270 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B