Back to filter
Original filing (PDF)20251105112831NAL0005530211001
DOMETIC CORPORATION
Form 5500
FILING_RECEIVED
DOMETIC CORPORATION PENSION PLAN
Defined-benefit pension plan
Signals · 1
33% in single holding
Active participants
16
Accounts w/ balance
—
Plan assets (EOY)
$28.7M
Net assets (EOY)
$28.7M
How this plan invests
This plan
9 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
84
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Collective trusts * Mercer Group Long Corp Fixed Income $" is 33% of plan.
Helping the score
- Below-peer total fees (9 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DOMETIC CORPORATION.
Plan sponsor
Name
DOMETIC CORPORATION
EIN
32-0145464
Address
8755 WEST HIGGINS ROAD · SUITE 620 · CHICAGO, IL · 60631
Phone
(847) 447-7190
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
2025-11-05
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
1A · Pay-related DB formula
Audit & trust (Schedule H)
Auditor
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK AND TRUST CO | 04-1867445 | — | NONE | $25K | — |
Investments
1 direct security · 9 pooled funds· $28.5M(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.
Common Collective Trust
$28.4M
9 holdings
Uncategorized
$130K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MERCER LONG CORP FIXED INCOME MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | — | $9.1M | $9.4M | 32.6% | |
| MERCER US LARGE CAP CORE PASSIVE EQ MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $4.3M | $6.8M | 23.8% | |
| MERCER NON-US CORE EQUITY MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $2.0M | $3.2M | 11.3% | |
| MERCER LONG STRIPS FIXED INCOME MERCER TRUST COMPANY · EIN 80-6243236 / PN 019 | Common Collective Trust | — | $3.8M | $3.2M | 11.0% | |
| MERCER OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $1.3M | $1.5M | 5.1% | |
| MERCER PASSIVE LONG GOV FIXED INC MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $1.4M | $1.4M | 4.8% | |
| MERCER EMERGING MARKETS EQUITY MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $1.2M | $1.4M | 4.8% | |
| MERCER US SMALL/MID CAP EQUITY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $509K | $1.1M | 3.7% | |
| MERCER GLOBAL LOW VOLATILITY EQUITY MERCER TRUST COMPANY · EIN 35-7004395 / PN 018 | Common Collective Trust | — | $274K | $529K | 1.8% | |
| Money market deposit accounts * SSC Short-Term Investment Fund | — | — | $130K | $130K | 0.5% |
Related plans
Other plans using STATE STREET BANK AND TRUST CO
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
GENENTECH, INC.
U.S. ROCHE 401(K) SAVINGS PLAN
$14.3B · 21,619 participants
KAISER FOUNDATION HEALTH PLAN, INC.
KAISER FOUNDATION HEALTH PLAN, INC. RETIREE HEALTH AND WELFARE PLAN
$5.4B
NEXTERA ENERGY, INC.
NEXTERA ENERGY, INC. EMPLOYEE PENSION PLAN
$5.3B · 15,485 participants
Similar-size Manufacturing plans
COX ENGINEERING COMPANY
COX ENGINEERING COMPANY 401(K) PLAN AND TRUST
$29.0M · 126 participants
KENTUCKIANA COMFORT CENTER, INC.
KENTUCKIANA COMFORT CENTER 401(K) PROFIT SHARING PLAN
$29.0M · 747 participants
SANDEN INTERNATIONAL USA, INC
SANDEN INTERNATIONAL U.S.A., INC. RETIREMENT SAVINGS PLAN
$29.1M · 261 participants
RESEARCH PRODUCTS CORPORATION
RESEARCH PRODUCTS CORPORATION PRODUCTION STAFF 401(K) SAVINGS PLAN
$28.3M · 401 participants
HUNTER FAN COMPANY
HUNTER FAN COMPANY RETIREMENT SAVINGS PLAN
$30.8M · 201 participants
SEASONS-4, INC.
SEASON'S-4 401(K) PROFIT SHARING PLAN
$30.8M · 199 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B