UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

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

UNIT DROP FORGE CO., INC.

This Other plan holds $11M in total assets and serves 31 participants as of 2022. It is sponsored by UNIT DROP FORGE CO., INC. in Wisconsin. The plan reported a net loss of $3M for the year.

Total Assets (2023)

$11M

Participants

State

Wisconsin

Industry

Manufacturing

What the Filing Says About UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES

UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES is a Other retirement plan sponsored by UNIT DROP FORGE CO., INC., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 31 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 391316139, and the plan has been effective since 1979-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $11M at year-end — a decline of 22.2%. Net assets (after liabilities) closed the year at $11M, with reported net income of $-3,088,939 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)	$14M
Total Assets (End of Year)	$11M
Net Assets (End of Year)	$11M
Net Income	$-3,088,939
Plan Type	Other
Employer EIN	391316139
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (UNIT DROP FORGE CO., INC.)

Year	Plans	Participants	Total Assets
2022	1	31	$11M
2023	1	31	$12M
2024	1	30	$11M

Nearby Other Plans in Wisconsin

Peer Other plans — same state, same plan type — ranked by total assets.

NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS PENSION FUND $1.7B · 5,662
JOHNSON CONTROLS PENSION PLAN $1.6B · 3,999
WISCONSIN LABORERS' PENSION FUND $1.1B · 3,908
MILWAUKEE DRIVERS PENSION PLAN $981M · 2,422
WOODMAN'S EMPLOYEES' PROFIT SHARING AND STOCK OWNERSHIP PLAN $700M · 2,837

Compare UNIT DROP FORGE CO., INC. PENSION PLAN F… side-by-side with 3 peers →

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Frequently Asked Questions

How much money is in the UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES? ▼

As of the 2022 Form 5500 filing, UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES holds $11M in total assets with 31 participants. It is sponsored by UNIT DROP FORGE CO., INC..

What type of plan is UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES? ▼

UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES is a Other plan. It has been effective since 1979-01-01. The plan is filed with the U.S. Department of Labor under EIN 391316139.

Who sponsors the UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES? ▼

UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES is sponsored by UNIT DROP FORGE CO., INC., located in Wisconsin. The sponsor's EIN is 391316139 and the plan operates in the Manufacturing industry.

How did UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES perform in 2022? ▼

UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES declined by 22.2% during 2022, moving from $14M to $11M in total assets. Net income was $-3,088,939.

Where can I find official filings for UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES? ▼

Official Form 5500 filings for UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391316139 or plan name at efast.dol.gov.

How does UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES compare to other plans? ▼

You can compare UNIT DROP FORGE CO., INC. PENSION PLAN FOR HOURLY RATE EMPLOYEES against other Other plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.