Defined Benefit (Pension) · DOL Form 5500 · 2022

Dietz & Watson, Inc. Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
95
Participants Small participant base
42nd
Percentile by assets National rank
$33,704
Avg per participant Low balance/head
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Official DOL plan name: Dietz & Watson, Inc. Union Employees' Pension Plan · Sponsored by Dietz & Watson, Inc. · Pennsylvania · Wholesale Trade

$3M in assets, 95 participants

Dietz & Watson, Inc.'s Dietz & Watson, Inc. Union Employees' Pension Plan reported $3M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,981 in Wholesale Trade (6,843 peers)

Dietz & Watson, Inc. multi-year trail

Dietz & Watson, Inc.'s plans moved +22.1% in assets from 2022 to 2024; this filing shows Dietz & Watson, Inc. Union Employees' Pension Plan at $3M / 95 participants.

#1,981
in Wholesale Trade (6,843 peers)
-11.7%
assets change YoY

The plan reported a net loss of $423K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dietz & Watson, Inc. Union Employees' Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Dietz & Watson, Inc. Union Employees' Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,201,925 42nd percentile higher than 42% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Dietz & Watson, Inc. Union Employees' Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dietz & Watson, Inc. Union Employees' Pension Plan is a small filing (95 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 230526135 · Dietz & Watson, Inc. PY 2022 · Defined Benefit (Pension)

Dietz & Watson, Inc. Union Employees' Pension Plan · $3M · 95 · 42nd

  • SCH $3M
  • SCH 95
  • SCH 42nd
  • SCH Defined Benefit (Pension)
  • SCH near Gekakis & Company Defined Benefit Pension Plan
  • SCH ind #1981

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Pennsylvania →

Dietz & Watson, Inc. Union Employees' Pension Plan in the asset neighbourhood

Dietz & Watson, Inc. Union Employees' Pension PlanDietz & Watson, Inc. Union E…$3MGekakis & Company Defined Benefit Pension PlanGekakis & Company Defined Be…$3MOperative Plasterers and Cement Masons New Orleans Area Pension PlanOperative Plasterers and Cem…$3MSound Point Capital Management LP Cash Balance PlanSound Point Capital Manageme…$3MUnited Landmark Associates, Inc. Pension PlanUnited Landmark Associates, …$3M
End-of-year total assets ($M) among Dietz & Watson, Inc. Union Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Dietz & Watson, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Dietz & Watson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 22.050002501195927% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.6M $56.9M ▲ +22.0%
Year Plans Participants Total Assets
2022 5 1,218 $47M
2023 4 1,119 $50M
2024 3 1,085 $57M

Dietz & Watson, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$423K
Employer EIN230526135
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Dietz & Watson, Inc. Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Dietz & Watson, Inc. Union Employees' Pension Plan, Total assets ($B): 0.003201925 · Participants: 95Dietz & Watson, Inc. Union Employees' Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Dietz & Watson, Inc. Union Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Dietz & Watson, Inc. Union Employees' Pension Plan side-by-side with 3 peers →

Dietz & Watson, Inc. Union Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Gekakis & Company Defined Benefit Pension Plan in CA ($3M); by covered participants it is Urology of St. Louis, Inc. Cash Balance Pension Plan in MO (95 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Dietz & Watson, Inc. Union Employees' Pension Plan assets move in 2022? ▼
Dietz & Watson, Inc. Union Employees' Pension Plan pulled back noticeably - down 11.7% during 2022, from $4M to $3M. Reported net income was -$423K.
How have Dietz & Watson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dietz & Watson, Inc.'s sponsor-wide assets grew 22.1%, from $47M to $57M.
Which Defined Benefit (Pension) plans are similar in size to Dietz & Watson, Inc. Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gekakis & Company Defined Benefit Pension Plan in CA ($3M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dietz & Watson, Inc. Union Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Urology of St. Louis, Inc. Cash Balance Pension Plan in MO (95 participants, $3M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

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