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

Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC

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

Sponsored by Davis-Standard, LLC · Connecticut · Manufacturing

What the 2023 filing shows

Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC holds $16M for 88 participants — about $180,844 per participant, down 4.4% over the 2022 plan year.

$16M
total plan assets (2022 EOY)
88
covered participants
$180,844
avg assets per participant
-4.4%
assets change YoY

The plan reported a net loss of $733K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$16M
Participants
88
State
Industry
Manufacturing

What the Filing Says About Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC

Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC is a Defined Benefit (Pension) retirement plan sponsored by Davis-Standard, LLC, headquartered in Connecticut. As of the 2022 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 88 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 202653604, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $17M at the beginning of 2022 to $16M at year-end — a decline of 4.4%. Net assets (after liabilities) closed the year at $16M, with reported net income of $-732,941 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)$17M
Total Assets (End of Year)$16M
Net Assets (End of Year)$16M
Net Income$-732,941
Plan TypeDefined Benefit (Pension)
Employer EIN202653604
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Davis-Standard, LLC)

Year Plans Participants Total Assets
2022 2 877 $163M
2023 2 904 $157M
2024 1 878 $173M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Frequently Asked Questions

How much money is in the Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC?
As of the 2022 Form 5500 filing, Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC holds $16M in total assets with 88 participants. It is sponsored by Davis-Standard, LLC.
What type of plan is Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC?
Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC is a Defined Benefit (Pension) plan. It has been effective since 2009-01-01. The plan is filed with the U.S. Department of Labor under EIN 202653604.
Who sponsors the Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC?
Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC is sponsored by Davis-Standard, LLC, located in Connecticut. The sponsor's EIN is 202653604 and the plan operates in the Manufacturing industry.
How did Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC perform in 2022?
Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC declined by 4.4% during 2022, moving from $17M to $16M in total assets. Net income was $-732,941.
Where can I find official filings for Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC?
Official Form 5500 filings for Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 202653604 or plan name at efast.dol.gov.
How does Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC compare to other plans?
You can compare Pension Plan for Hourly Rate Employees of the Davis-Standard Plant and the Sterling Plant of Davis-Standard, LLC against other Defined Benefit (Pension) plans on the plan type page, or view plans in Connecticut 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) — original filing retrieval by EIN 202653604.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.