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Original filing (PDF)20251013114154NAL0000547395003
NORDSON CORPORATION
Form 5500
FILING_RECEIVED
NORDSON EMPLOYEES' SAVINGS TRUST PLAN
401(k) retirement plan
Signals · 1
14% employer stock
Active participants
3,133
Accounts w/ balance
4,402
Plan assets (EOY)
$732.9M
Net assets (EOY)
$732.9M
How this plan invests
This plan
19 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 14% of plan in employer / sponsor stock.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NORDSON CORPORATION.
Plan sponsor
Name
NORDSON CORPORATION
EIN
34-0590250
Address
28601 CLEMENS ROAD · WESTLAKE, OH · 44145
Phone
(440) 892-1580
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
MEADEN & MOORE, LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OPERATION | 04-2647786 | — | RECORDKEEPER | $27K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK TRUST COMPANY, LLC | 80-0709115 | — | — | $135K | — |
| NORDSON CORPORATION | 34-0590250 | — | PLAN SPONSOR | $82K | — |
| MERCER INVESTMENTS | 61-0736360 | — | — | $73K | — |
Investments
12 direct securities · 19 pooled funds· $757.0M(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.
Common Collective Trust
$383.3M
19 holdings
Uncategorized
$373.7M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NT S&P 500 INDEX FUND NL NORTHERN TRUST GLOBAL INVESTMENT · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $111.3M | 15.2% | |
| Nordson Corporation Common Stock 261,245 Shares, Common Stock | — | — | — | $102.3M | 14.0% | |
| MainStay Winslow Large Cap Growth (Class I) 7,586,901 Shares, Mutual Fund | — | — | — | $89.8M | 12.3% | |
| Vanguard Balanced Index Fund (Admiral) 943,229 Shares, Mutual Fund | — | — | — | $45.7M | 6.2% | |
| Mass Mutual 3.00 % Group Annuity Contract #30237401 | — | — | — | $44.7M | 6.1% | |
| WELLINGTON SMID CAP RESEARCH EQUITY WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 151 | Common Collective Trust | — | — | $35.1M | 4.8% | |
| SS TARGET RETIREMENT 2030 NL STATE STREET · EIN 90-0337987 / PN 434 | Common Collective Trust | — | — | $32.3M | 4.4% | |
| ex-US Fund Non-Lending Northern Trust Collective Extended Equity Market Index 71,733 Shares, Collective Fund | — | — | — | $26.6M | 3.6% | |
| NT COL EX EQUITY MKT INDX NL NORTHERN TRUST GLOBAL INVESTMENT · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $26.6M | 3.6% | |
| SS TARGET RETIREMENT 2035 NL STATE STREET · EIN 90-0337987 / PN 435 | Common Collective Trust | — | — | $23.5M | 3.2% | |
| SS TARGET RETIREMENT 2040 NL STATE STREET · EIN 90-0337987 / PN 436 | Common Collective Trust | — | — | $23.5M | 3.2% | |
| LOOMIS SAYLES CORE PLUS FIXED INCOM LOOMIS SAYLES TRUST COMPANY LLC · EIN 84-6391546 / PN 010 | Common Collective Trust | — | — | $21.8M | 3.0% | |
| (Class M) T. Rowe Price Institutional Large Cap Value Fund 886,696 Shares, Mutual Fund | — | — | — | $20.5M | 2.8% | |
| SS TARGET RETIREMENT 2025 NL STATE STREET · EIN 90-0337987 / PN 433 | Common Collective Trust | — | — | $19.7M | 2.7% | |
| SS TARGET RETIREMENT 2045 NL STATE STREET · EIN 90-0337987 / PN 437 | Common Collective Trust | — | — | $18.3M | 2.5% | |
| SS TARGET RETIREMENT 2055 NL STATE STREET · EIN 90-0337987 / PN 439 | Common Collective Trust | — | — | $17.4M | 2.4% | |
| Allspring Government Money Market Fund (Class Inst) 17,157,787 Shares, Money Market Fund | — | — | — | $17.2M | 2.3% | |
| SS TARGET RETIREMENT 2050 NL STATE STREET · EIN 90-0337987 / PN 438 | Common Collective Trust | — | — | $15.7M | 2.1% | |
| MFS International New Discovery Fund (Class R4) 535,187 Shares, Mutual Fund | — | — | — | $15.3M | 2.1% | |
| MFS INST INTL EQUITY FUND MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $11.1M | 1.5% | |
| Participant loans Participant loans (interest ranging from 3.25% to 9.5%) | — | — | — | $8.9M | 1.2% | |
| SS TARGET RETIREMENT 2020 NL STATE STREET · EIN 90-0337987 / PN 432 | Common Collective Trust | — | — | $8.4M | 1.1% | |
| SS TARGET RETIREMENT 2060 NL STATE STREET · EIN 90-0337987 / PN 424 | Common Collective Trust | — | — | $5.9M | 0.8% | |
| NT COL AGGREGATE BOND INDX FND NL NORTHERN TRUST GLOBAL INVESTMENT · EIN 45-6138589 / PN 029 | Common Collective Trust | — | — | $4.0M | 0.5% | |
| SS TARGET RETIREMENT INCOME NL STATE STREET · EIN 90-0337987 / PN 440 | Common Collective Trust | — | — | $3.7M | 0.5% | |
| SS TARGET RETIREMENT 2065 NL STATE STREET · EIN 32-6528132 / PN 044 | Common Collective Trust | — | — | $2.8M | 0.4% | |
| (Tier III) Northern Trust Collective All Country World Index (ACWI) 10,458 Shares, Collective Fund | — | — | — | $2.2M | 0.3% | |
| NT COL ALL CNTRY WRLD INDX NL NORTHERN TRUST GLOBAL INVESTMENT · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $2.2M | 0.3% | |
| Fidelity Investments Money Market Government Portfolio 480,885 Shares, Money Market Fund | — | — | — | $481K | <0.1% | |
| National Western Annuities 82,055 Shares, Group Annuity Contract | — | — | — | $82K | <0.1% | |
| NORDSON EB MAGIC KEY TRUST CO. OF OHIO N.A. · EIN 34-6903863 / PN 002 | Common Collective Trust | — | — | $0 | <0.1% |