Defined Benefit (Pension) · DOL Form 5500 · 2022

Mcwane, Inc. Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
131
Participants Small participant base
80th
Percentile by assets National rank
$189,852
Avg per participant Above avg balance/head
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Official DOL plan name: Kennedy Valve Factory Employees Pension Plan · Sponsored by Mcwane, Inc. · Alabama · Manufacturing

$25M in assets, 131 participants

Mcwane, Inc.'s Kennedy Valve Factory Employees Pension Plan reported $25M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,893 in Manufacturing (20,602 peers)

Coverage in Alabama

Kennedy Valve Factory Employees Pension Plan covers 131 participants in Alabama, about 36% of the average Alabama filer (state average ~360 per filing). Assets: $25M.

#14,893
in Manufacturing (20,602 peers)
-17.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kennedy Valve Factory Employees Pension Plan's outsized position by total assets

Kennedy Valve Factory Employees Pension Plan vs every filed plan by assets

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

$24,870,594 Top 20% higher than 80% 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

Kennedy Valve Factory Employees Pension 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. Kennedy Valve Factory Employees Pension Plan sits mid-pack in the medium band (131 participants).

Form 5500 schedule snapshot

Filing strip 630139000 · Mcwane, Inc. PY 2022 · Defined Benefit (Pension)

Kennedy Valve Factory Employees Pension Plan · $25M · 131 · 80th

  • EOY $25M
  • EOY 131
  • EOY 80th
  • EOY Defined Benefit (Pension)
  • EOY near Entergy Corporation Cash Balance Plan for Bargaining Employees
  • EOY ind #14893

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 Alabama →

Kennedy Valve Factory Employees Pension Plan in the asset neighbourhood

Entergy Corporation Cash Balance Plan for Bargaining EmployeesEntergy Corporation Cash Bal…$25MSantee Print Works Retirement PlanSantee Print Works Retiremen…$25MSbera Pension Plan as Adopted by Martha's Vineyard BankSbera Pension Plan as Adopte…$25MKennedy Valve Factory Employees Pension PlanKennedy Valve Factory Employ…$25MFuerst Group Pension Plan$25M
End-of-year total assets ($M) among Kennedy Valve Factory Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN630139000
Plan Effective Date1956-04-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Mcwane, Inc.)

Sponsor-wide plan assets over time

All Mcwane, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$699M 159.9181337486007% vs 2022
2024 filing year
$200M$400M$600M$800M 202220232024 $269M $699M ▲ +159.9%
Year Plans Participants Total Assets
2022 14 5,717 $269M
2023 9 5,718 $676M
2024 8 4,991 $699M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Kennedy Valve Factory Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 -0.500.511.5 Total assets ($B) Participants Kennedy Valve Factory Employees Pension Plan, Total assets ($B): 0.024870594 · Participants: 131Kennedy Valve Factory Employees Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Kennedy Valve Factory Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Kennedy Valve Factory Employees Pension Plan side-by-side with 3 peers →

Kennedy Valve Factory Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Entergy Corporation Cash Balance Plan for Bargaining Employees in LA ($25M); by covered participants it is The Seeing Eye, Inc. Pension Plan in NJ (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Kennedy Valve Factory Employees Pension Plan assets move in 2022? ▼
Kennedy Valve Factory Employees Pension Plan declined sharply - down 17.6% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Mcwane, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mcwane, Inc.'s sponsor-wide assets grew 159.9%, from $269M to $699M.
Where does Kennedy Valve Factory Employees Pension Plan rank by assets among Form 5500 filers? ▼
Kennedy Valve Factory Employees Pension Plan ranks in the 80th 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 Kennedy Valve Factory Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Entergy Corporation Cash Balance Plan for Bargaining Employees in LA ($25M, 1,893 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kennedy Valve Factory Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Seeing Eye, Inc. Pension Plan in NJ (131 participants, $36M 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 630139000.

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.