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Original filing (PDF)20251001095022NAL0005856739001
ENERSYS DELAWARE INC.
Form 5500
FILING_RECEIVED
ENERSYS DELAWARE INC. 401(K) PLAN
401(k) retirement plan
Active participants
4,488
Accounts w/ balance
6,316
Plan assets (EOY)
$467.6M
Net assets (EOY)
$467.6M
How this plan invests
This plan
30 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERSYS DELAWARE INC..
Plan sponsor
Name
ENERSYS DELAWARE INC.
EIN
95-2388156
Address
2366 BERNVILLE ROAD · READING, PA · 196124145
Phone
(610) 208-1861
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $559K | — |
Investments
29 direct securities· $467.4M(100% of reported assets)
Uncategorized
$406.3M
28 holdings
Mutual Funds
$61.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 INDEX N/R | Mutual Funds | — | — | $61.0M | 13.1% | |
| Vanguard TARGET RETIREMENT 2035 N/R | — | — | — | $43.1M | 9.2% | |
| Vanguard TARGET RETIREMENT 2030 N/R | — | — | — | $35.2M | 7.5% | |
| Vanguard LIFE STRATEGY GROWTH N/R | — | — | — | $34.9M | 7.5% | |
| Vanguard TARGET RETIREMENT 2040 N/R | — | — | — | $31.7M | 6.8% | |
| Money Market Fund Vanguard FEDERAL MONEY MARKET N/R | — | — | — | $31.1M | 6.7% | |
| Vanguard TARGET RETIREMENT 2045 N/R | — | — | — | $27.4M | 5.9% | |
| Vanguard TARGET RETIREMENT 2050 N/R | — | — | — | $25.5M | 5.4% | |
| Vanguard TARGET RETIREMENT 2025 N/R | — | — | — | $22.4M | 4.8% | |
| Vanguard GROWTH INDEX INSTITUTIONAL N/R | — | — | — | $22.1M | 4.7% | |
| Vanguard TARGET RETIREMENT 2060 N/R | — | — | — | $17.7M | 3.8% | |
| Vanguard TARGET RETIREMENT 2055 N/R | — | — | — | $15.2M | 3.2% | |
| Vanguard VALUE INDEX N/R | — | — | — | $11.0M | 2.4% | |
| PARTICIPANT LOANS VARIOUS | — | — | $10.7M | $10.7M | 2.3% | |
| Participants Loans Interest rates: 4.25% - 9.5% $0 | — | — | — | $10.7M | 2.3% | |
| Vanguard LIFESTRATEGY MODERATE GROWTH N/R | — | — | — | $9.7M | 2.1% | |
| Vanguard TOTAL INTL STOCK INDEX INSTL N/R | — | — | — | $9.5M | 2.0% | |
| Empower US GOVT SECURITIES FUND INST N/R | — | — | — | $9.1M | 1.9% | |
| Vanguard TARGET RETIREMENT 2020 N/R | — | — | — | $7.2M | 1.5% | |
| Vanguard SMALL CAP VALUE INDEX INST N/R | — | — | — | $6.2M | 1.3% | |
| Vanguard TARGET RETIREMENT 2065 N/R | — | — | — | $5.7M | 1.2% | |
| Vanguard TARGET RETIREMENT INCOME N/R | — | — | — | $4.2M | 0.9% | |
| Vanguard MID-CAP GROWTH INDEX ADMIRAL N/R | — | — | — | $3.6M | 0.8% | |
| Vanguard SMALL CAP GROWTH INDEX ADMIRAL N/R | — | — | — | $3.4M | 0.7% | |
| Vanguard LIFESTRATEGY CNSRV N/R | — | — | — | $3.2M | 0.7% | |
| Vanguard LIFE STRATEGY INCOME N/R | — | — | — | $3.0M | 0.6% | |
| Vanguard EXTENDED MARKET INDEX N/R | — | — | — | $1.6M | 0.3% | |
| Fidelity TARGET RETIREMENT 2070 N/R | — | — | — | $673K | 0.1% | |
| Vanguard FTSE ALL-WLD EX-US SMCP IDX ADM N/R | — | — | — | $450K | <0.1% |
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