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

The Great Lakes Brewing Company Cash Balance Plan and Trust

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

Sponsored by The Great Lakes Brewing Co. Β· Ohio Β· Manufacturing

What the 2023 filing shows

The Great Lakes Brewing Company Cash Balance Plan and Trust holds $2M for 151 participants - about $13,346 per participant, down 4.9% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
151
covered participants
$13,346
avg assets per participant
-4.9%
assets change YoY

The plan reported a net loss of $104K for the year β€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$2M
Participants
151
State
Industry
Manufacturing

What the Filing Says About The Great Lakes Brewing Company Cash Balance Plan and Trust

The Great Lakes Brewing Company Cash Balance Plan and Trust is a Defined Benefit (Pension) retirement plan sponsored by The Great Lakes Brewing Co., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 151 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 341554625, and the plan has been effective since 2011-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end β€” a decline of 4.9%. Net assets (after liabilities) closed the year at $2M, with reported net income of $-103,963 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 β€” 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)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$-103,963
Plan TypeDefined Benefit (Pension)
Employer EIN341554625
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Great Lakes Brewing Co.)

Year Plans Participants Total Assets
2022 3 555 $17M
2023 3 539 $18M
2024 1 206 $18M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Frequently Asked Questions

How much money is in the The Great Lakes Brewing Company Cash Balance Plan and Trust?
As of the 2022 Form 5500 filing, The Great Lakes Brewing Company Cash Balance Plan and Trust holds $2M in total assets with 151 participants. It is sponsored by The Great Lakes Brewing Co..
What type of plan is The Great Lakes Brewing Company Cash Balance Plan and Trust?
The Great Lakes Brewing Company Cash Balance Plan and Trust is a Defined Benefit (Pension) plan. It has been effective since 2011-01-01. The plan is filed with the U.S. Department of Labor under EIN 341554625.
Who sponsors the The Great Lakes Brewing Company Cash Balance Plan and Trust?
The Great Lakes Brewing Company Cash Balance Plan and Trust is sponsored by The Great Lakes Brewing Co., located in Ohio. The sponsor's EIN is 341554625 and the plan operates in the Manufacturing industry.
How did The Great Lakes Brewing Company Cash Balance Plan and Trust perform in 2022?
The Great Lakes Brewing Company Cash Balance Plan and Trust declined by 4.9% during 2022, moving from $2M to $2M in total assets. Net income was $-103,963.
Where can I find official filings for The Great Lakes Brewing Company Cash Balance Plan and Trust?
Official Form 5500 filings for The Great Lakes Brewing Company Cash Balance Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 341554625 or plan name at efast.dol.gov.
How does The Great Lakes Brewing Company Cash Balance Plan and Trust compare to other plans?
You can compare The Great Lakes Brewing Company Cash Balance Plan and Trust against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio 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) β€” original filing retrieval by EIN 341554625.

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

Reference: IRS Publication 590-B β€” 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.