Other
2022 plan-year Other DOL Form 5500

PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO.

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

A.M. CASTLE & CO.

This Other plan holds $132M in total assets and serves 154 participants as of 2022. It is sponsored by A.M. CASTLE & CO. in Illinois. The plan reported a net loss of $42M for the year.

Total Assets (2023)
$132M
Participants
154
State
Industry
Wholesale Trade

What the Filing Says About PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO.

PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. is a Other retirement plan sponsored by A.M. CASTLE & CO., headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $132M in total end-of-year assets and covers 154 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 360879160, and the plan has been effective since 1950-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $177M at the beginning of 2022 to $132M at year-end — a decline of 25.4%. Net assets (after liabilities) closed the year at $109M, with reported net income of $-42,488,455 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)$177M
Total Assets (End of Year)$132M
Net Assets (End of Year)$109M
Net Income$-42,488,455
Plan TypeOther
Employer EIN360879160
Plan Effective Date1950-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.M. CASTLE & CO.)

Year Plans Participants Total Assets
2022 2 607 $202M
2023 2 628 $214M
2024 2 579 $201M

Nearby Other Plans in Illinois

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO.?
As of the 2022 Form 5500 filing, PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. holds $132M in total assets with 154 participants. It is sponsored by A.M. CASTLE & CO..
What type of plan is PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO.?
PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. is a Other plan. It has been effective since 1950-03-01. The plan is filed with the U.S. Department of Labor under EIN 360879160.
Who sponsors the PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO.?
PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. is sponsored by A.M. CASTLE & CO., located in Illinois. The sponsor's EIN is 360879160 and the plan operates in the Wholesale Trade industry.
How did PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. perform in 2022?
PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. declined by 25.4% during 2022, moving from $177M to $132M in total assets. Net income was $-42,488,455.
Where can I find official filings for PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO.?
Official Form 5500 filings for PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 360879160 or plan name at efast.dol.gov.
How does PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. compare to other plans?
You can compare PENSION PLAN FOR EMPLOYEES OF A.M. CASTLE & CO. against other Other plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 360879160.

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 official public datasets. See our methodology for details.