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

Borregaard USA, Inc. Pension Plan

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

Sponsored by Borregaard USA, Inc. · Wisconsin · Manufacturing

What the 2023 filing shows

Borregaard USA, Inc. Pension Plan holds $42M for 60 participants — about $693,220 per participant, down 31.2% over the 2022 plan year.

$42M
total plan assets (2022 EOY)
60
covered participants
$693,220
avg assets per participant
-31.2%
assets change YoY

The plan reported a net loss of $19M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$42M
Participants
60
State
Industry
Manufacturing

What the Filing Says About Borregaard USA, Inc. Pension Plan

Borregaard USA, Inc. Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Borregaard USA, Inc., headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $42M in total end-of-year assets and covers 60 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 391420133, and the plan has been effective since 1983-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $60M at the beginning of 2022 to $42M at year-end — a decline of 31.2%. Net assets (after liabilities) closed the year at $42M, with reported net income of $-18,822,165 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)$60M
Total Assets (End of Year)$42M
Net Assets (End of Year)$42M
Net Income$-18,822,165
Plan TypeDefined Benefit (Pension)
Employer EIN391420133
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Borregaard USA, Inc.)

Year Plans Participants Total Assets
2022 1 60 $42M
2023 1 47 $44M
2024 1 42 $47M

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Frequently Asked Questions

How much money is in the Borregaard USA, Inc. Pension Plan?
As of the 2022 Form 5500 filing, Borregaard USA, Inc. Pension Plan holds $42M in total assets with 60 participants. It is sponsored by Borregaard USA, Inc..
What type of plan is Borregaard USA, Inc. Pension Plan?
Borregaard USA, Inc. Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1983-04-01. The plan is filed with the U.S. Department of Labor under EIN 391420133.
Who sponsors the Borregaard USA, Inc. Pension Plan?
Borregaard USA, Inc. Pension Plan is sponsored by Borregaard USA, Inc., located in Wisconsin. The sponsor's EIN is 391420133 and the plan operates in the Manufacturing industry.
How did Borregaard USA, Inc. Pension Plan perform in 2022?
Borregaard USA, Inc. Pension Plan declined by 31.2% during 2022, moving from $60M to $42M in total assets. Net income was $-18,822,165.
Where can I find official filings for Borregaard USA, Inc. Pension Plan?
Official Form 5500 filings for Borregaard USA, Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 391420133 or plan name at efast.dol.gov.
How does Borregaard USA, Inc. Pension Plan compare to other plans?
You can compare Borregaard USA, Inc. Pension Plan against other Defined Benefit (Pension) 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.

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) — original filing retrieval by EIN 391420133.

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

Reference: IRS Publication 590-B — 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.