Defined Benefit (Pension) · DOL Form 5500 · 2022

Bou-Matic, LLC Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
14
Participants Small participant base
57th
Percentile by assets National rank
$485,031
Avg per participant High balance/head
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Official DOL plan name: Bou-Matic, LLC Pension Plan · Sponsored by Bou-Matic, LLC · Wisconsin · Manufacturing

$7M in assets, 14 participants

Bou-Matic, LLC's Bou-Matic, LLC Pension Plan reported $7M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #8,695 in Manufacturing (20,602 peers)

Bou-Matic, LLC multi-year trail

Bou-Matic, LLC's plans moved +13.5% in assets from 2022 to 2024; this filing shows Bou-Matic, LLC Pension Plan at $7M / 14 participants.

#8,695
in Manufacturing (20,602 peers)
-22.2%
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.

Bou-Matic, LLC Pension Plan's mid-pack asset rank among Manufacturing and all filers

Bou-Matic, LLC Pension Plan vs every filed plan by assets

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

$6,790,430 Top 43% higher than 57% 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

Bou-Matic, LLC 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. Bou-Matic, LLC Pension Plan is a small filing (14 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 161618432 · Bou-Matic, LLC PY 2022 · Defined Benefit (Pension)

Bou-Matic, LLC Pension Plan · $7M · 14 · 57th

  • PHOTO $7M
  • PHOTO 14
  • PHOTO 57th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near New York Anesthesiology Medical Specialties, PC Pension Plan
  • PHOTO ind #8695

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 Wisconsin →

Bou-Matic, LLC Pension Plan in the asset neighbourhood

Oncology/Hematology Care, Inc. Defined Benefit PlanOncology/Hematology Care, In…$7MNew York Anesthesiology Medical Specialties, PC Pension PlanNew York Anesthesiology Medi…$7MRevised Retirement Plan for Employees of Tension Envelope Corporation (New York and Iowa)Revised Retirement Plan for …$7MBou-Matic, LLC Pension Plan$7MSayles Evans Brayton Palmer & Tifft Pension PlanSayles Evans Brayton Palmer …$7M
End-of-year total assets ($M) among Bou-Matic, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Bou-Matic, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bou-Matic, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 13.452255600897145% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.79M $7.7M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 14 $7M
2023 1 11 $7M
2024 1 12 $8M

Bou-Matic, LLC filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income-$2M
Employer EIN161618432
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Bou-Matic, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Bou-Matic, LLC Pension Plan, Total assets ($B): 0.00679043 · Participants: 14Bou-Matic, LLC Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Bou-Matic, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Bou-Matic, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is New York Anesthesiology Medical Specialties, PC Pension Plan in NY ($7M); by covered participants it is Maya Brenner Designs Defined Benefit Pension Plan in CA (14 participants). Same-state nearby plans are listed separately above.

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 Bou-Matic, LLC Pension Plan assets move in 2022?
Bou-Matic, LLC Pension Plan declined sharply - down 22.2% during 2022, from $9M to $7M. Reported net income was -$2M.
How have Bou-Matic, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Bou-Matic, LLC's sponsor-wide assets grew 13.5%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Bou-Matic, LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is New York Anesthesiology Medical Specialties, PC Pension Plan in NY ($7M, 124 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bou-Matic, LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maya Brenner Designs Defined Benefit Pension Plan in CA (14 participants, $1M in assets).