Defined Benefit (Pension) · DOL Form 5500 · 2022

Hunter Fan Company Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
27
Participants Small participant base
77th
Percentile by assets National rank
$707,183
Avg per participant High balance/head
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Official DOL plan name: Hunter Fan Company Pension Plan · Sponsored by Hunter Fan Company · Tennessee · Wholesale Trade

$19M in assets, 27 participants

Hunter Fan Company's Hunter Fan Company Pension Plan reported $19M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,055 in Wholesale Trade (6,843 peers)

Where Hunter Fan Company Pension Plan sits by assets

Hunter Fan Company Pension Plan sits in the top quartile of all filed plans by assets, $19M for 27 participants (~$707,183/participant), down 19.6% in 2022.

#5,055
in Wholesale Trade (6,843 peers)
-19.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hunter Fan Company Pension Plan's outsized position by total assets

Hunter Fan Company Pension Plan vs every filed plan by assets

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

$19,093,931 Top 23% higher than 77% 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

Hunter Fan Company Pension 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. Hunter Fan Company Pension Plan is a small filing (27 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 621218702 · Hunter Fan Company PY 2022 · Defined Benefit (Pension)

Hunter Fan Company Pension Plan · $19M · 27 · 77th

  • PART $19M
  • PART 27
  • PART 77th
  • PART Defined Benefit (Pension)
  • PART near Walter Duncan, Inc. Employees Retirement Plan
  • PART ind #5055

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 Tennessee →

Hunter Fan Company Pension Plan in the asset neighbourhood

Bok Financial Pension Plan$19MHunter Fan Company Pension PlanHunter Fan Company Pension P…$19MWalter Duncan, Inc. Employees Retirement PlanWalter Duncan, Inc. Employee…$19MWoodward Fst Employees' Pension PlanWoodward Fst Employees' Pens…$19MMiller & Chevalier, Chartered Employees' RetiremenMiller & Chevalier, Chartere…$19M
End-of-year total assets ($M) among Hunter Fan Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$19M
Net Income-$5M
Employer EIN621218702
Plan Effective Date1984-12-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Hunter Fan Company)

Sponsor-wide plan assets over time

All Hunter Fan Company plans reported in each filing year

Latest sponsor-wide plan assets
$48M 11.42923088421653% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $43M $47.9M ▲ +11.4%
Year Plans Participants Total Assets
2022 2 195 $43M
2023 2 210 $48M
2024 2 203 $48M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Hunter Fan Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Hunter Fan Company Pension Plan, Total assets ($B): 0.019093931 · Participants: 27Hunter Fan Company Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Hunter Fan Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Hunter Fan Company Pension Plan side-by-side with 3 peers →

Hunter Fan Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Walter Duncan, Inc. Employees Retirement Plan in OK ($19M); by covered participants it is The Engineered Wood Association Employees' Pension Plan in WA (27 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

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 Hunter Fan Company Pension Plan assets move in 2022? ▼
Hunter Fan Company Pension Plan declined sharply - down 19.6% during 2022, from $24M to $19M. Reported net income was -$5M.
How have Hunter Fan Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hunter Fan Company's sponsor-wide assets grew 11.4%, from $43M to $48M.
Where does Hunter Fan Company Pension Plan rank by assets among Form 5500 filers? ▼
Hunter Fan Company Pension Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Hunter Fan Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Walter Duncan, Inc. Employees Retirement Plan in OK ($19M, 18 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hunter Fan Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Engineered Wood Association Employees' Pension Plan in WA (27 participants, $16M 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 621218702.

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.