Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

The Scott Fetzer Pension Plan

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

Sponsored by The Scott Fetzer Company ยท Ohio ยท Manufacturing

What the 2023 filing shows

The Scott Fetzer Pension Plan holds $74M for 328 participants - about $226,213 per participant, down 28.7% over the 2022 plan year.

$74M
total plan assets (2022 EOY)
328
covered participants
$226,213
avg assets per participant
-28.7%
assets change YoY

The plan reported a net loss of $30M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$74M
Participants
328
State
Industry
Manufacturing

What the Filing Says About The Scott Fetzer Pension Plan

The Scott Fetzer Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by The Scott Fetzer Company, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $74M in total end-of-year assets and covers 328 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 470691256, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $104M at the beginning of 2022 to $74M at year-end โ€” a decline of 28.7%. Net assets (after liabilities) closed the year at $74M, with reported net income of $-29,897,451 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 โ€” 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)$104M
Total Assets (End of Year)$74M
Net Assets (End of Year)$74M
Net Income$-29,897,451
Plan TypeDefined Benefit (Pension)
Employer EIN470691256
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Scott Fetzer Company)

Year Plans Participants Total Assets
2022 3 1,818 $162M
2023 3 1,754 $175M
2024 3 1,820 $84M

Nearby Defined Benefit (Pension) Plans in Ohio

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Frequently Asked Questions

How much money is in the The Scott Fetzer Pension Plan?
As of the 2022 Form 5500 filing, The Scott Fetzer Pension Plan holds $74M in total assets with 328 participants. It is sponsored by The Scott Fetzer Company.
What type of plan is The Scott Fetzer Pension Plan?
The Scott Fetzer Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 470691256.
Who sponsors the The Scott Fetzer Pension Plan?
The Scott Fetzer Pension Plan is sponsored by The Scott Fetzer Company, located in Ohio. The sponsor's EIN is 470691256 and the plan operates in the Manufacturing industry.
How did The Scott Fetzer Pension Plan perform in 2022?
The Scott Fetzer Pension Plan declined by 28.7% during 2022, moving from $104M to $74M in total assets. Net income was $-29,897,451.
Where can I find official filings for The Scott Fetzer Pension Plan?
Official Form 5500 filings for The Scott Fetzer Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 470691256 or plan name at efast.dol.gov.
How does The Scott Fetzer Pension Plan compare to other plans?
You can compare The Scott Fetzer Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 470691256.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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