Defined Benefit (Pension) · DOL Form 5500 · 2022

New-Indy Containerboard, LLC Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
251
Participants Below avg headcount
90th
Percentile by assets National rank
$258,598
Avg per participant Above avg balance/head
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Official DOL plan name: New-Indy Catawba, LLC Pension Plan · Sponsored by New-Indy Containerboard, LLC · California · Manufacturing

$65M in assets, 251 participants

New-Indy Containerboard, LLC's New-Indy Catawba, LLC Pension Plan reported $65M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #17,549 in Manufacturing (20,602 peers)

Coverage in California

New-Indy Catawba, LLC Pension Plan covers 251 participants in California, about 40% of the average California filer (state average ~630 per filing). Assets: $65M.

#17,549
in Manufacturing (20,602 peers)
-23.7%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

New-Indy Catawba, LLC Pension Plan's outsized position by total assets

New-Indy Catawba, LLC Pension Plan vs every filed plan by assets

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

$64,908,097 Top 10% higher than 90% 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

New-Indy Catawba, LLC Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. New-Indy Catawba, LLC Pension Plan sits mid-pack in the medium band (251 participants).

EBSA filing schedule strip

Filing strip 831904423 · New-Indy Containerboard, LLC PY 2022 · Defined Benefit (Pension)

New-Indy Catawba, LLC Pension Plan · $65M · 251 · 90th

  • TYPE $65M
  • NET 251
  • BOOK 90th
  • VS-ST Defined Benefit (Pension)
  • BOY near Saks Fifth Avenue Pension Plan
  • SCH ind #17549

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 California →

New-Indy Catawba, LLC Pension Plan in the asset neighbourhood

The Retirement Benefit Plan of Sc International Services, Inc. for Off, Mgmt & Spec, and Non-Mgt Non-Union PersonnelThe Retirement Benefit Plan …$65MGerdau Macsteel Pension Plan for Bargaining EmployeesGerdau Macsteel Pension Plan…$65MNew-Indy Catawba, LLC Pension PlanNew-Indy Catawba, LLC Pensio…$65MSaks Fifth Avenue Pension PlanSaks Fifth Avenue Pension Pl…$65MUpper Peninsula Plumbers & Pipefitters Pension PlanUpper Peninsula Plumbers & P…$65M
End-of-year total assets ($M) among New-Indy Catawba, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$65M
Net Income-$20M
Employer EIN831904423
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New-Indy Containerboard, LLC)

Sponsor-wide plan assets over time

All New-Indy Containerboard, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$79M 22.383258285942354% vs 2022
2024 filing year
$60M$65M$70M$75M$80M$85M 202220232024 $64.9M $79.4M ▲ +22.4%
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.

New-Indy Catawba, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants New-Indy Catawba, LLC Pension Plan, Total assets ($B): 0.064908097 · Participants: 251New-Indy Catawba, LLC Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
New-Indy Catawba, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

New-Indy Catawba, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Saks Fifth Avenue Pension Plan in NY ($65M); by covered participants it is St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan in NH (251 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 New-Indy Catawba, LLC Pension Plan assets move in 2022?
New-Indy Catawba, LLC Pension Plan declined sharply - down 23.7% during 2022, from $85M to $65M. Reported net income was -$20M.
How have New-Indy Containerboard, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), New-Indy Containerboard, LLC's sponsor-wide assets grew 22.4%, from $65M to $79M.
Where does New-Indy Catawba, LLC Pension Plan rank by assets among Form 5500 filers?
New-Indy Catawba, LLC Pension Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to New-Indy Catawba, LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Saks Fifth Avenue Pension Plan in NY ($65M, 614 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to New-Indy Catawba, LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is St Mary's Bank-Lacaisse Populaire Ste-Marie Cu Cash Balance Defined Benefit Retirement Pension Plan in NH (251 participants, $39M in assets).