Defined Benefit (Pension) · DOL Form 5500 · 2022

Caldwell Manufacturing Company Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
30
Participants Small participant base
52nd
Percentile by assets National rank
$179,085
Avg per participant Above avg balance/head
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Official DOL plan name: Caldwell Manufacturing Company Pension Plan · Sponsored by Caldwell Manufacturing Company · New York · Manufacturing

$5M in assets, 30 participants

Caldwell Manufacturing Company's Caldwell Manufacturing Company Pension Plan reported $5M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #7,419 in Manufacturing (20,602 peers)

Caldwell Manufacturing Company multi-year trail

Caldwell Manufacturing Company's plans moved -100.0% in assets from 2022 to 2023; this filing shows Caldwell Manufacturing Company Pension Plan at $5M / 30 participants.

#7,419
in Manufacturing (20,602 peers)
-22.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caldwell Manufacturing Company Pension Plan's mid-pack asset rank among Manufacturing and all filers

Caldwell Manufacturing Company Pension Plan vs every filed plan by assets

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

$5,372,540 Top 48% higher than 52% 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

Caldwell Manufacturing 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. Caldwell Manufacturing Company Pension Plan is a small filing (30 participants) on this national headcount ladder.

DOL schedule card

Filing strip 800517021 · Caldwell Manufacturing Company PY 2022 · Defined Benefit (Pension)

Caldwell Manufacturing Company Pension Plan · $5M · 30 · 52nd

  • PCT $5M
  • EIN 30
  • RANK 52nd
  • PHOTO Defined Benefit (Pension)
  • IND near Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant
  • EOY ind #7419

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 New York →

Caldwell Manufacturing Company Pension Plan in the asset neighbourhood

Sharpe & Associates, Inc. Defined Benefit PlanSharpe & Associates, Inc. De…$5MCaldwell Manufacturing Company Pension PlanCaldwell Manufacturing Compa…$5MLibertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky PlantLibertas Copper, LLC Pension…$5MNeuroscience Associates Cash Balance PlanNeuroscience Associates Cash…$5MAnthony P. Terrasse, Mdsc Pension Plan and TrustAnthony P. Terrasse, Mdsc Pe…$5M
End-of-year total assets ($M) among Caldwell Manufacturing Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Caldwell Manufacturing Company multi-year asset trail

Sponsor-wide plan assets over time

All Caldwell Manufacturing Company plans reported in each filing year

Latest sponsor-wide plan assets
$3K 99.95339262248396% vs 2022
2023 filing year
$0M$2M$4M$6M 20222023 $5.37M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 30 $5M
2023 1 26 $3K

Caldwell Manufacturing Company filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$5M
Net Income-$2M
Employer EIN800517021
Plan Effective Date1953-12-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Caldwell Manufacturing Company Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Caldwell Manufacturing Company Pension Plan, Total assets ($B): 0.00537254 · Participants: 30Caldwell Manufacturing Company Pension PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Caldwell Manufacturing Company Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Caldwell Manufacturing Company Pension Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant in PA ($5M); by covered participants it is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Caldwell Manufacturing Company Pension Plan assets move in 2022? ▼
Caldwell Manufacturing Company Pension Plan declined sharply - down 22.7% during 2022, from $7M to $5M. Reported net income was -$2M.
How have Caldwell Manufacturing Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Caldwell Manufacturing Company's sponsor-wide assets declined 100.0%, from $5M to $3K.
Which Defined Benefit (Pension) plans are similar in size to Caldwell Manufacturing Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Libertas Copper, LLC Pension Plan for Hourly-Rate Employees of the Eminence, Kentucky Plant in PA ($5M, 76 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Caldwell Manufacturing Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sbera Pension Plan as Adopted by Walpole Co-Operative Bank in MA (30 participants, $9M 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 800517021.

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.