Back to filter
Original filing (PDF)20251015142525NAL0006414032001
BLACK & DECKER (U.S.) INC.
Form 5500
FILING_RECEIVED
STANLEY BLACK & DECKER PENSION PLAN
Defined-benefit pension plan
Signals · 3
99% in single holdingNo recordkeeper disclosed15 service providers
Active participants
721
Accounts w/ balance
—
Plan assets (EOY)
$718.2M
Net assets (EOY)
$717.5M
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)
82
/ 100
Grade B
Above-average plan
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
65
Vendor stack
55
Participation health
100
Knocking points off
- Top holding "Stanley Black & Decker, Inc. Pension Master Trust" is 99% of plan.
- 47 bps in Schedule C fees — 685% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLACK & DECKER (U.S.) INC..
Plan sponsor
Name
BLACK & DECKER (U.S.) INC.
EIN
52-1127357
Address
701 E JOPPA ROAD · TOWSON, MD · 21286
Phone
(410) 716-3900
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
013
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FIONDELLA, MILONE & LASARACINA LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
15 rowsOther
15| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NISA INVESTMENT ADVISORS | 48-1140940 | — | NONE | $635K | — |
| PRINCIPAL LIFE INSURANCE COMPANY | — | DES MOINES, IA | NONE | $599K | — |
| BARROW, HANLEY, MEWHINNEY & STRAUSS | 75-2403190 | — | NONE | $418K | — |
| DODGE & COX | 94-1441976 | — | NONE | $351K | — |
| HARDING LOEVNER LP | 27-0684167 | — | NONE | $317K | — |
| LSV ASSET MANAGEMENT | 23-2772200 | — | NONE | $311K | — |
| ROCATON | — | NORWALK, CT | NONE | $185K | — |
| WILLIS TOWERS WATSON | 53-0181291 | — | NONE | $173K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | NONE | $162K | — |
| GOLDMAN SACHS | — | BOSTON, MA | NONE | $72K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | NONE | $68K | — |
| FIONDELLA, MILONE & LASARACINA LLP | 06-1648707 | — | NONE | $51K | — |
| REID & RIEGE, P.C. | 06-0867204 | — | NONE | $23K | — |
| PWC | — | BOSTON, MA | NONE | $10K | — |
| USI CONSULTING GROUP, INC. | 06-1053228 | — | NONE | $6K | — |
Investments
1 direct security · 1 pooled fund· $718.2M(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
$713.9M
1 holding
Uncategorized
$4.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SBD PENSION MASTER TRUST STANLEY BLACK & DECKER, INC. · EIN 06-0548860 / PN 028 | Master Trust | — | — | $713.9M | 99.4% | |
| Employer Contributions Receivable | — | — | — | $4.3M | 0.6% |