Defined Benefit (Pension) · DOL Form 5500 · 2022

Broan-Nutone LLC Pension Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
154
Participants Small participant base
88th
Percentile by assets National rank
$325,823
Avg per participant High balance/head
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Official DOL plan name: Nortek Retirement Plan · Sponsored by Broan-Nutone LLC · Wisconsin · Manufacturing

$50M in assets, 154 participants

Broan-Nutone LLC's Nortek Retirement Plan reported $50M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #16,973 in Manufacturing (20,602 peers)

Coverage in Wisconsin

Nortek Retirement Plan covers 154 participants in Wisconsin, about 27% of the average Wisconsin filer (state average ~563 per filing). Assets: $50M.

#16,973
in Manufacturing (20,602 peers)
-48.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $47M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nortek Retirement Plan's outsized position by total assets

Nortek Retirement Plan vs every filed plan by assets

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

$50,176,752 Top 12% higher than 88% 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

Nortek Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nortek Retirement Plan sits mid-pack in the medium band (154 participants).

Form 5500 schedule snapshot

Filing strip 050504397 · Broan-Nutone LLC PY 2022 · Defined Benefit (Pension)

Nortek Retirement Plan · $50M · 154 · 88th

  • ASSETS $50M
  • PCT 154
  • EIN 88th
  • RANK Defined Benefit (Pension)
  • PHOTO near Amcor Rigid Packaging Pension Plan
  • IND ind #16973

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 Wisconsin →

Nortek Retirement Plan in the asset neighbourhood

Amcor Rigid Packaging Pension PlanAmcor Rigid Packaging Pensio…$50MUnited Way of Central Iowa Retirement PlanUnited Way of Central Iowa R…$50MArizona Laborers & Teamsters Pension Trust FundArizona Laborers & Teamsters…$50MNortek Retirement Plan$50MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$50M
End-of-year total assets ($M) among Nortek Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$50M
Net Income-$47M
Employer EIN050504397
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broan-Nutone LLC)

Sponsor-wide plan assets over time

All Broan-Nutone LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 13.61763568174497% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $51.5M $44.5M ▼ -13.6%
Year Plans Participants Total Assets
2022 2 154 $51M
2023 2 127 $51M
2024 2 108 $44M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Nortek Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Nortek Retirement Plan, Total assets ($B): 0.050176752 · Participants: 154Nortek Retirement PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Nortek Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Nortek Retirement Plan side-by-side with 3 peers →

Nortek Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Amcor Rigid Packaging Pension Plan in MI ($50M); by covered participants it is Amersham Health Retirement Plan in IL (154 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 Nortek Retirement Plan assets move in 2022? ▼
Nortek Retirement Plan contracted severely - down 48.6% during 2022, from $98M to $50M. Reported net income was -$47M.
How have Broan-Nutone LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broan-Nutone LLC's sponsor-wide assets declined 13.6%, from $51M to $44M.
Where does Nortek Retirement Plan rank by assets among Form 5500 filers? ▼
Nortek Retirement Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Nortek Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Amcor Rigid Packaging Pension Plan in MI ($50M, 332 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nortek Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Amersham Health Retirement Plan in IL (154 participants, $224M 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 050504397.

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.