Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Dietz & Watson, Inc. Defined Benefit Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Dietz & Watson, Inc. · Pennsylvania · Manufacturing

What the 2023 filing shows

Dietz & Watson, Inc. Defined Benefit Pension Plan holds $3M for 72 participants — about $41,495 per participant, down 23.1% over the 2022 plan year.

$3M
total plan assets (2022 EOY)
72
covered participants
$41,495
avg assets per participant
-23.1%
assets change YoY

The plan reported a net loss of $895K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$3M
Participants
72
State
Industry
Manufacturing

What the Filing Says About Dietz & Watson, Inc. Defined Benefit Pension Plan

Dietz & Watson, Inc. Defined Benefit Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Dietz & Watson, Inc., headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $3M in total end-of-year assets and covers 72 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 230526135, and the plan has been effective since 1967-12-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $3M at year-end — a decline of 23.1%. Net assets (after liabilities) closed the year at $3M, with reported net income of $-895,225 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$3M
Net Assets (End of Year)$3M
Net Income$-895,225
Plan TypeDefined Benefit (Pension)
Employer EIN230526135
Plan Effective Date1967-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dietz & Watson, Inc.)

Year Plans Participants Total Assets
2022 5 1,218 $47M
2023 4 1,119 $50M
2024 3 1,085 $57M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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Frequently Asked Questions

How much money is in the Dietz & Watson, Inc. Defined Benefit Pension Plan?
As of the 2022 Form 5500 filing, Dietz & Watson, Inc. Defined Benefit Pension Plan holds $3M in total assets with 72 participants. It is sponsored by Dietz & Watson, Inc..
What type of plan is Dietz & Watson, Inc. Defined Benefit Pension Plan?
Dietz & Watson, Inc. Defined Benefit Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1967-12-01. The plan is filed with the U.S. Department of Labor under EIN 230526135.
Who sponsors the Dietz & Watson, Inc. Defined Benefit Pension Plan?
Dietz & Watson, Inc. Defined Benefit Pension Plan is sponsored by Dietz & Watson, Inc., located in Pennsylvania. The sponsor's EIN is 230526135 and the plan operates in the Manufacturing industry.
How did Dietz & Watson, Inc. Defined Benefit Pension Plan perform in 2022?
Dietz & Watson, Inc. Defined Benefit Pension Plan declined by 23.1% during 2022, moving from $4M to $3M in total assets. Net income was $-895,225.
Where can I find official filings for Dietz & Watson, Inc. Defined Benefit Pension Plan?
Official Form 5500 filings for Dietz & Watson, Inc. Defined Benefit Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 230526135 or plan name at efast.dol.gov.
How does Dietz & Watson, Inc. Defined Benefit Pension Plan compare to other plans?
You can compare Dietz & Watson, Inc. Defined Benefit Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 230526135.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.