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Original filing (PDF)20250822095923NAL0005006017001
WORTHINGTON ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
WORTHINGTON INDUSTRIES, INC. DEFERRED PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
99% in single holdingNo recordkeeper disclosed
Active participants
2,551
Accounts w/ balance
4,142
Plan assets (EOY)
$434.8M
Net assets (EOY)
$434.8M
How this plan invests
This plan
1 pooled trust
Schedule D
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Worthington Industries Deferred Profit Master Trust * Sharing Plan Master Trust N/A" is 99% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (2 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WORTHINGTON ENTERPRISES, INC..
Plan sponsor
Name
WORTHINGTON ENTERPRISES, INC.
EIN
31-1189815
Address
200 OLD WILSON BRIDGE ROAD · COLUMBUS, OH · 430854769
Phone
(614) 840-3787
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
333
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2U · Association Retirement Plan
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 36-3145972 | — | PLAN SPONSOR | $75K | — |
| MEADEN & MOORE | 31-1818258 | — | PLAN SPONSOR | $22K | — |
Investments
1 direct security · 1 pooled fund· $434.1M(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.
Master Trust
$427.8M
1 holding
Uncategorized
$6.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| WORTHINGTON DEFERRED PS PLAN MT WORTHINGTON ENTERPRISES, INC. · EIN 31-1189815 / PN 001 | Master Trust | — | — | $427.8M | 98.4% | |
| Participant notes receivable 9.5% N/A | — | — | — | $6.3M | 1.5% |