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

New-Indy Catawba, LLC Pension Plan

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

Sponsored by New-Indy Containerboard, LLC · California · Manufacturing

What the 2023 filing shows

New-Indy Catawba, LLC Pension Plan holds $65M for 251 participants — about $258,598 per participant, down 23.7% over the 2022 plan year.

$65M
total plan assets (2022 EOY)
251
covered participants
$258,598
avg assets per participant
-23.7%
assets change YoY

The plan reported a net loss of $20M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$65M
Participants
251
State
Industry
Manufacturing

What the Filing Says About New-Indy Catawba, LLC Pension Plan

New-Indy Catawba, LLC Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by New-Indy Containerboard, LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $65M in total end-of-year assets and covers 251 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 831904423, and the plan has been effective since 2019-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $85M at the beginning of 2022 to $65M at year-end — a decline of 23.7%. Net assets (after liabilities) closed the year at $65M, with reported net income of $-20,129,456 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)$85M
Total Assets (End of Year)$65M
Net Assets (End of Year)$65M
Net Income$-20,129,456
Plan TypeDefined Benefit (Pension)
Employer EIN831904423
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New-Indy Containerboard, LLC)

Year Plans Participants Total Assets
2022 1 251 $65M
2023 1 225 $74M
2024 1 201 $79M

Nearby Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the New-Indy Catawba, LLC Pension Plan?
As of the 2022 Form 5500 filing, New-Indy Catawba, LLC Pension Plan holds $65M in total assets with 251 participants. It is sponsored by New-Indy Containerboard, LLC.
What type of plan is New-Indy Catawba, LLC Pension Plan?
New-Indy Catawba, LLC Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2019-01-01. The plan is filed with the U.S. Department of Labor under EIN 831904423.
Who sponsors the New-Indy Catawba, LLC Pension Plan?
New-Indy Catawba, LLC Pension Plan is sponsored by New-Indy Containerboard, LLC, located in California. The sponsor's EIN is 831904423 and the plan operates in the Manufacturing industry.
How did New-Indy Catawba, LLC Pension Plan perform in 2022?
New-Indy Catawba, LLC Pension Plan declined by 23.7% during 2022, moving from $85M to $65M in total assets. Net income was $-20,129,456.
Where can I find official filings for New-Indy Catawba, LLC Pension Plan?
Official Form 5500 filings for New-Indy Catawba, LLC Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 831904423 or plan name at efast.dol.gov.
How does New-Indy Catawba, LLC Pension Plan compare to other plans?
You can compare New-Indy Catawba, LLC Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in California 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 831904423.

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.