Back to filter
Original filing (PDF)20250915135158NAL0001173169001
MCWANE, INC.
Form 5500
FILING_RECEIVED
MCWANE HOURLY PENSION PLAN
Defined-benefit pension plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
513
Accounts w/ balance
—
Plan assets (EOY)
$134.3M
Net assets (EOY)
$134.3M
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 "McWane Master Trust Interest in Master Trust" is 100% of plan.
- 24 bps in Schedule C fees — 143% above peer band of 10 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 MCWANE, INC..
Plan sponsor
Name
MCWANE, INC.
EIN
63-0139000
Address
PO BOX 43327 · BIRMINGHAM, AL · 352430327
Phone
(205) 414-3100
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
2025-09-15
Pension benefit codes
1B · Flat-dollar DB formula
3H · Sponsor in controlled / affiliated group
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
WARREN AVERETT, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PBGC | 52-1042410 | WASHINGTON, DC | NONE | $245K | — |
| WARREN AVERETT, LLC | 45-4084437 | BIRMINGHAM, AL | NONE | $75K | — |
| PRINCIPAL FINANCIAL GROUP | 42-1520346 | DES MOINES, IA | NONE | $6K | — |
Investments
1 direct security · 1 pooled fund· $134.3M(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
$134.1M
1 holding
Uncategorized
$197K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MCWANE MASTER TRUST MCWANE, INC. · EIN 63-0139000 / PN 017 | Master Trust | — | $109.3M | $134.1M | 99.9% | |
| Principal/Blackrock Short-Term Investment Fund N Money Market Fund | — | — | $197K | $197K | 0.1% |
Related plans
Other plans using PBGC
MCWANE, INC.
MCWANE PENSION PLAN FOR SALARIED EMPLOYEES
$211.4M · 98 participants
BOARD OF TRUSTEES OF HAWAII GLAZIERS PENSION TRUST FUND
HAWAII GLAZIERS PENSION TRUST FUND
$54.1M · 211 participants
MCWANE, INC.
KENNEDY VALVE FACTORY EMPLOYEES PENSION PLAN
$24.0M · 98 participants
MCWANE, INC.
MCWANE SALARIED PENSION PLAN
$4.9M · 120 participants
Similar-size Manufacturing plans
M.I.R.A.-G.M.P. AND ALLIED WORKERS PENSION TRUST
M.I.R.A.-G.M.P. AND ALLIED WORKERS PENSION TRUST
$127.7M · 159 participants
ESCO GROUP LLC
ESCO CORPORATION PENSION PLAN
$113.0M · 209 participants
MCWANE, INC.
MCWANE MASTER TRUST
$161.4M
NEENAH ENTERPRISES, INC.
NEENAH ENTERPRISES, INC. 401(K) RETIREMENT SAVINGS PLAN
$104.7M · 829 participants
WAUPACA FOUNDRY, INC
WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN
$102.8M · 204 participants
BOT, N.W. GMP & ALLIED WORKERS PENSION PLAN
NORTHWEST GLASS, MOLDERS, POTTERY, PLASTICS AND ALLIED WORKERS PENSION PLAN
$87.6M · 710 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants