Back to filter
Original filing (PDF)20251014091528NAL0001159683001
STERIS CORPORATION
Form 5500
FILING_RECEIVED
STERIS CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
10,824
Accounts w/ balance
12,812
Plan assets (EOY)
$1.3B
Net assets (EOY)
$1.3B
How this plan invests
This plan
12 pooled trusts
Schedule D
21 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 6 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STERIS CORPORATION.
Plan sponsor
Name
STERIS CORPORATION
EIN
34-1482024
Address
5960 HEISLEY RD · MENTOR, OH · 440601834
Phone
(440) 392-7384
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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BOBER, MARKEY, FEDORVICH & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $784K | — |
Investments
10 direct securities · 12 pooled funds· $1.3B(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
$692.3M
12 holdings
Uncategorized
$579.2M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Institutional Plus Shares 491,525 Shares | — | — | — | $235.4M | 18.7% | |
| VFTC TARGET RET 2035 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083977 / PN 001 | Common Collective Trust | — | — | $109.5M | 8.7% | |
| VFTC TARGET RET 2030 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083979 / PN 001 | Common Collective Trust | — | — | $99.3M | 7.9% | |
| VFTC TARGET RET 2040 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083975 / PN 001 | Common Collective Trust | — | — | $99.2M | 7.9% | |
| VFTC TARGET RET 2045 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083973 / PN 001 | Common Collective Trust | — | — | $96.3M | 7.6% | |
| Vanguard Extended Market Index Fund: Institutional Plus Shares 269,300 Shares | — | — | — | $95.7M | 7.6% | |
| VFTC TARGET RET 2050 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083969 / PN 001 | Common Collective Trust | — | — | $84.0M | 6.7% | |
| STERIS Company * STERIS plc Stock Fund - 407,357 Units | — | — | — | $81.6M | 6.5% | |
| VFTC TARGET RET 2025 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083981 / PN 001 | Common Collective Trust | — | — | $73.1M | 5.8% | |
| VFTC TARGET RET 2055 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715074 / PN 001 | Common Collective Trust | — | — | $56.1M | 4.5% | |
| Vanguard Federal Money Market Fund 47,397,014 Shares | — | — | — | $47.4M | 3.8% | |
| Vanguard Total Bond Market Index Fund Institutional Shares 4,284,677 Shares | — | — | — | $40.6M | 3.2% | |
| Vanguard FTSE All-World ex-US Index Fund: Institutional Shares 293,718 Shares | — | — | — | $33.2M | 2.6% | |
| VFTC TARGET RET 2060 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799212 / PN 001 | Common Collective Trust | — | — | $29.4M | 2.3% | |
| VFTC TARGET RET 2020 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083983 / PN 001 | Common Collective Trust | — | — | $23.2M | 1.8% | |
| Participant Loans maturing through 2034 - | — | — | — | $17.2M | 1.4% | |
| Vanguard brokerage option Various registered investment companies | — | — | — | $15.2M | 1.2% | |
| Vanguard Target Retirement Income Trust I 168,852 Shares | — | — | — | $11.5M | 0.9% | |
| VFTC TARGET RET INC TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083968 / PN 001 | Common Collective Trust | — | — | $11.5M | 0.9% | |
| VFTC TARGET RET 2065 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6190443 / PN 001 | Common Collective Trust | — | — | $9.4M | 0.7% | |
| Vanguard brokerage option - cash 1,436,271 Units | — | — | — | $1.4M | 0.1% | |
| VFTC TARGET RET 2070 TRUST I VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7035538 / PN 001 | Common Collective Trust | — | — | $1.4M | 0.1% |