Defined Benefit (Pension) · DOL Form 5500 · 2022

Lufkin Gears LLC Pension Plan

Data updated 2026-08-25

$295M
Total assets Near avg plan size
181
Participants Below avg headcount
97th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Employees of Lufkin Gears LLC · Sponsored by Lufkin Gears LLC · Texas · Manufacturing

$295M in assets, 181 participants

Lufkin Gears LLC's Retirement Plan for Employees of Lufkin Gears LLC reported $295M in total assets and 181 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #19,525 in Manufacturing (20,602 peers)

Coverage in Texas

Retirement Plan for Employees of Lufkin Gears LLC covers 181 participants in Texas, about 26% of the average Texas filer (state average ~688 per filing). Assets: $295M.

#19,525
in Manufacturing (20,602 peers)
-26.3%
assets change YoY
3.0×
vs typical plan assets (national mean)

The plan reported a net loss of $105M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Lufkin Gears LLC's outsized position by total assets

Retirement Plan for Employees of Lufkin Gears LLC vs every filed plan by assets

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

$294,644,173 Top 3% higher than 97% 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

Retirement Plan for Employees of Lufkin Gears LLC 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. Retirement Plan for Employees of Lufkin Gears LLC sits mid-pack in the medium band (181 participants).

Plan-year Form 5500 strip

Filing strip 750404410 · Lufkin Gears LLC PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Lufkin Gears LLC · $295M · 181 · 97th

  • PHOTO $295M
  • PHOTO 181
  • PHOTO 97th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Seneca Foods Corporation Employees' Pension Benefit Plan
  • PHOTO ind #19525

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 Texas →

Retirement Plan for Employees of Lufkin Gears LLC in the asset neighbourhood

Hilton Hotels Retirement Plan$295MOak Ridge Reservation Cleanup Contract Pension Plan for Grandfathered EmployeesOak Ridge Reservation Cleanu…$295MBna Employees Retirement Plan$295MRetirement Plan for Employees of Lufkin Gears LLCRetirement Plan for Employee…$295MSeneca Foods Corporation Employees' Pension Benefit PlanSeneca Foods Corporation Emp…$294M
End-of-year total assets ($M) among Retirement Plan for Employees of Lufkin Gears LLC and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$400M
Net Assets (End of Year)$295M
Net Income-$105M
Employer EIN750404410
Plan Effective Date1960-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Lufkin Gears LLC)

Sponsor-wide plan assets over time

All Lufkin Gears LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$100M$200M$300M$400M 20222023 $295M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 181 $295M
2023 1 172 N/A

Nearby Defined Benefit (Pension) Plans in Texas

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

Retirement Plan for Employees of Lufkin Gears LLC vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Retirement Plan for Employees of Lufkin Gears LLC, Total assets ($B): 0.294644173 · Participants: 181Retirement Plan for Employees of Lufkin Gears LLCAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Retirement Plan for Employees of Lufkin Gears LLC vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Retirement Plan for Employees of Lufkin Gears LLC side-by-side with 3 peers →

Retirement Plan for Employees of Lufkin Gears LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Seneca Foods Corporation Employees' Pension Benefit Plan in NY ($294M); by covered participants it is Senior Operations LLC Retirement Plan in IL (181 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (181 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 Retirement Plan for Employees of Lufkin Gears LLC assets move in 2022? ▼
Retirement Plan for Employees of Lufkin Gears LLC declined sharply - down 26.3% during 2022, from $400M to $295M. Reported net income was -$105M.
Where does Retirement Plan for Employees of Lufkin Gears LLC rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Lufkin Gears LLC ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Lufkin Gears LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seneca Foods Corporation Employees' Pension Benefit Plan in NY ($294M, 2,310 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Lufkin Gears LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Senior Operations LLC Retirement Plan in IL (181 participants, $44M 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 750404410.

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.