Defined Benefit (Pension) · DOL Form 5500 · 2022

Rand-Whitney Group, LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
82
Participants Small participant base
42nd
Percentile by assets National rank
$40,123
Avg per participant Low balance/head
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Official DOL plan name: Rand-Whitney Retirement Plan for Members of Bargaining Units · Sponsored by Rand-Whitney Group, LLC · Massachusetts · Manufacturing

$3M in assets, 82 participants

Rand-Whitney Group, LLC's Rand-Whitney Retirement Plan for Members of Bargaining Units reported $3M in total assets and 82 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.

  • #5,244 in Manufacturing (20,602 peers)

Rand-Whitney Group, LLC multi-year trail

Rand-Whitney Group, LLC's plans moved +32.8% in assets from 2022 to 2024; this filing shows Rand-Whitney Retirement Plan for Members of Bargaining Units at $3M / 82 participants.

#5,244
in Manufacturing (20,602 peers)
-19.1%
assets change YoY

The plan reported a net loss of $779K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rand-Whitney Retirement Plan for Members of Bargaining Units's mid-pack asset rank among Manufacturing and all filers

Rand-Whitney Retirement Plan for Members of Bargaining Units vs every filed plan by assets

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

$3,290,068 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

Rand-Whitney Retirement Plan for Members of Bargaining Units among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rand-Whitney Retirement Plan for Members of Bargaining Units is a small filing (82 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 043340692 · Rand-Whitney Group, LLC PY 2022 · Defined Benefit (Pension)

Rand-Whitney Retirement Plan for Members of Bargaining Units · $3M · 82 · 42nd

  • EOY $3M
  • EOY 82
  • EOY 42nd
  • EOY Defined Benefit (Pension)
  • EOY near Keiretsu Forum Cash Balance Plan
  • EOY ind #5244

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 Manufacturing retirement plans → · Plans in Massachusetts →

Rand-Whitney Retirement Plan for Members of Bargaining Units in the asset neighbourhood

Tn Americas Holdings, Inc. Defined Benefit Plan - Erwin Plant EmployeesTn Americas Holdings, Inc. D…$3MToshiba International Corp. Hourly Pension Plan for Industrial DivisionToshiba International Corp. …$3MRand-Whitney Retirement Plan for Members of Bargaining UnitsRand-Whitney Retirement Plan…$3MKeiretsu Forum Cash Balance PlanKeiretsu Forum Cash Balance …$3MMichael a. Littman, Atty., Defined Benefit PlanMichael a. Littman, Atty., D…$3M
End-of-year total assets ($M) among Rand-Whitney Retirement Plan for Members of Bargaining Units and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Rand-Whitney Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rand-Whitney Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.78115280757863% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.09M $5.43M ▲ +32.8%
Year Plans Participants Total Assets
2022 2 156 $4M
2023 1 80 $4M
2024 2 121 $5M

Rand-Whitney Group, LLC filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$779K
Employer EIN043340692
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Rand-Whitney Retirement Plan for Members of Bargaining Units vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Rand-Whitney Retirement Plan for Members of Bargaining Units, Total assets ($B): 0.003290068 · Participants: 82Rand-Whitney Retirement Plan for Members of Bargaining UnitsConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Rand-Whitney Retirement Plan for Members of Bargaining Units vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Rand-Whitney Retirement Plan for Members of Bargaining Units side-by-side with 3 peers →

Rand-Whitney Retirement Plan for Members of Bargaining Units's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Keiretsu Forum Cash Balance Plan in CA ($3M); by covered participants it is The Fidelity Bank Pension Plan in NC (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.

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 Rand-Whitney Retirement Plan for Members of Bargaining Units assets move in 2022? ▼
Rand-Whitney Retirement Plan for Members of Bargaining Units declined sharply - down 19.1% during 2022, from $4M to $3M. Reported net income was -$779K.
How have Rand-Whitney Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rand-Whitney Group, LLC's sponsor-wide assets grew 32.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Rand-Whitney Retirement Plan for Members of Bargaining Units? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Keiretsu Forum Cash Balance Plan in CA ($3M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rand-Whitney Retirement Plan for Members of Bargaining Units? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Fidelity Bank Pension Plan in NC (82 participants, $37M 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 043340692.

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.