Defined Benefit (Pension) · DOL Form 5500 · 2022
Castellini Company LLC Pension Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 48
- Participants Small participant base
- 64th
- Percentile by assets National rank
- $198,394
- Avg per participant Above avg balance/head
Official DOL plan name: The Castellini Company Retirement Plan · Sponsored by Castellini Company LLC · Kentucky · Wholesale Trade
$10M in assets, 48 participants
Castellini Company LLC's The Castellini Company Retirement Plan reported $10M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.
- #3,829 in Wholesale Trade (6,843 peers)
2022 asset change
The Castellini Company Retirement Plan declined sharply 29.2% in 2022 ($13M → $10M) for 48 participants.
- #3,829
- in Wholesale Trade (6,843 peers)
- -29.2%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Castellini Company Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
The Castellini Company Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$9,522,910 Top 36% higher than 64% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Castellini Company Retirement Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Castellini Company Retirement Plan is a small filing (48 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 760720073 · Castellini Company LLC PY 2022 · Defined Benefit (Pension)
The Castellini Company Retirement Plan · $10M · 48 · 64th
- NET $10M
- NET 48
- NET 64th
- NET Defined Benefit (Pension)
- NET near Liberty Petroleum Corporation Defined Benefit Pension Plan
- NET ind #3829
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 Wholesale Trade retirement plans → · Plans in Kentucky →
The Castellini Company Retirement Plan in the asset neighbourhood
Castellini Company LLC years around the 2022 move
Sponsor-wide plan assets over time
All Castellini Company LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 8.685060732832406% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,213 | $58M |
| 2023 | 2 | 2,254 | $61M |
| 2024 | 2 | 1,584 | $64M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$4M |
| Employer EIN | 760720073 |
| Plan Effective Date | 1977-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Kentucky
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lg&e and Ku Pension Plan $1.1B · 983
- Ashland Hercules Pension Plan $946M · 317
- Yum Brands Retirement Plan $754M · 4,539
- Brown-Forman Corporation Salaried Employees Retirement Plan $560M · 1,262
- Ashland Hercules Pension Plan II $415M · 285
The Castellini Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Liberty Petroleum Corporation Defined Benefit Pension Plan in NY ($10M); by covered participants it is Holstein Association USA, Inc. Amended and Restated Pension Plan in VT (48 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Liberty Petroleum Corporation Defined Benefit Pension Plan (NY) $10M · 3
- Sloan Valve Company Employees' Pension Plan (IL) $10M · 88
- GE Aviation Mechanical Systems-Los Angeles Pension Plan for UAW Local 509 Hourly Employees of the Duarte, Ca Division (OH) $10M · N/A
- Senior Operations LLC Pension Plan for Hourly Employees at Burbank, Ca Represented by UAW Local 509 (IL) $9M · 176
Similar participant headcount
Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.
- Holstein Association USA, Inc. Amended and Restated Pension Plan (VT) 48 · 0 off
- Victorinox Swiss Army, Inc. Defined Benefit Pension Plan (CT) 48 · 0 off
- The Rodon/K'nex Defined Benefit Plan (PA) 48 · 0 off
- Nassau Inn Limited Partnership Pension Plan for Members of Unite Here Local 54 (NJ) 48 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.