Back to filter
Original filing (PDF)20250702090513NAL0012753633001
EAGLE MATERIALS, INC.
Form 5500
FILING_RECEIVED
EAGLE MATERIALS, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
2,540
Accounts w/ balance
2,961
Plan assets (EOY)
$283.6M
Net assets (EOY)
$283.6M
How this plan invests
This plan
23 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (1 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EAGLE MATERIALS, INC..
Plan sponsor
Name
EAGLE MATERIALS, INC.
EIN
75-2520779
Address
5960 BERKSHIRE LN #900 · DALLAS, TX · 75225
Phone
(214) 432-2000
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
2025-07-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3I · Requires investment in employer securities
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
Investments
12 direct securities · 23 pooled funds· $323.1M(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
$250.0M
22 holdings
Uncategorized
$67.6M
12 holdings
Pooled Separate Account
$5.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $41.6M | 14.7% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $40.8M | 14.4% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $33.5M | 11.8% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $15.8M | 5.6% | |
| Eagle Materials Inc. Common Stock | — | — | — | $14.0M | 4.9% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $13.6M | 4.8% | |
| Harbor Capital Appreciation Fund CIT Class R | — | — | — | $13.1M | 4.6% | |
| HARBOR CAP APPR R HARBOR TRUST COMPANY · EIN 84-4022934 / PN 001 | Common Collective Trust | — | — | $13.1M | 4.6% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $12.6M | 4.4% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $11.4M | 4.0% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $10.5M | 3.7% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $10.0M | 3.5% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $8.2M | 2.9% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $7.9M | 2.8% | |
| MFS Mid Cap Value Fund CT | — | — | — | $7.4M | 2.6% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $7.2M | 2.5% | |
| Participants Notes receivable with interest rates from — | — | — | — | $6.6M | 2.3% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $5.7M | 2.0% | |
| Tier Four NY Life Guaranteed Investment Contract at 3.25% | — | — | — | $5.5M | 1.9% | |
| STABLE VALUE ACCOUNT PSA NO. 25 NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $5.5M | 1.9% | |
| MFS Large Cap Value CT | — | — | — | $5.2M | 1.8% | |
| Tier Four Northern Trust Extended Equity Market Index Fund-DC | — | — | — | $4.9M | 1.7% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $4.9M | 1.7% | |
| Four Northern Trust Aggregate Bond Index Fund Non-Lending | — | — | — | $3.5M | 1.2% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $3.5M | 1.2% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $3.3M | 1.2% | |
| Brokerage Link Participant Directed Investments | — | — | — | $2.8M | 1.0% | |
| Wells Fargo Special SmallCap Value Fund R6 | — | — | — | $2.4M | 0.9% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $2.4M | 0.8% | |
| Principal SmallCap Growth I R6 | — | — | — | $2.2M | 0.8% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $2.0M | 0.7% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $1.6M | 0.6% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $634K | 0.2% | |
| Fidelity Government MMKT | — | — | — | $33K | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Manufacturing plans
CRETEX COMPANIES, INC.
CRETEX COMPANIES, INC. 401(K) PROFIT SHARING PLAN
$271.6M · 2,163 participants
CALPORTLAND COMPANY
CALPORTLAND COMPANY THRIFT AND PROFIT SHARING PLAN FOR SALARIED EMPLOYEES
$254.9M · 819 participants
IRVING MATERIALS, INC.
IRVING MATERIALS, INC. EMPLOYEE SAVINGS 401(K) PLAN
$253.3M · 2,208 participants
NEW ENTERPRISE STONE & LIME CO., INC.
NEW ENTERPRISE STONE & LIME CO., INC. 401(K) SAVINGS AND RETIREMENT PLAN
$242.3M · 1,907 participants
BUZZI UNICEM USA INC.
BUZZI UNICEM USA INC. MASTER TRUST
$210.0M
EDW. C. LEVY CO.
EDW. C. LEVY CO. CAPITAL ACCUMULATION PLAN
$148.6M · 1,427 participants
Large plans in Texas
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants
EXXON MOBIL CORPORATION
EXXONMOBIL SAVINGS PLAN
$23.7B · 23,971 participants