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

Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a.

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

Sponsored by Polish National Alliance of the · Illinois · Finance & Insurance

What the 2023 filing shows

Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. holds $13M for 21 participants — about $600,250 per participant, down 16.9% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
21
covered participants
$600,250
avg assets per participant
-16.9%
assets change YoY

The plan reported a net loss of $3M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$13M
Participants
21
State
Industry
Finance & Insurance

What the Filing Says About Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a.

Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. is a Defined Benefit (Pension) retirement plan sponsored by Polish National Alliance of the, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 21 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 361635410, and the plan has been effective since 1959-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2022 to $13M at year-end — a decline of 16.9%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-2,562,584 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)$15M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-2,562,584
Plan TypeDefined Benefit (Pension)
Employer EIN361635410
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Polish National Alliance of the)

Year Plans Participants Total Assets
2022 2 84 $30M
2023 2 77 $28M
2024 2 59 $19M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Frequently Asked Questions

How much money is in the Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a.?
As of the 2022 Form 5500 filing, Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. holds $13M in total assets with 21 participants. It is sponsored by Polish National Alliance of the.
What type of plan is Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a.?
Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. is a Defined Benefit (Pension) plan. It has been effective since 1959-07-01. The plan is filed with the U.S. Department of Labor under EIN 361635410.
Who sponsors the Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a.?
Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. is sponsored by Polish National Alliance of the, located in Illinois. The sponsor's EIN is 361635410 and the plan operates in the Finance & Insurance industry.
How did Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. perform in 2022?
Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. declined by 16.9% during 2022, moving from $15M to $13M in total assets. Net income was $-2,562,584.
Where can I find official filings for Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a.?
Official Form 5500 filings for Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 361635410 or plan name at efast.dol.gov.
How does Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. compare to other plans?
You can compare Retirement Income Plan for Salaried Employees of the Polish National Alliance of the U.S. of N.a. against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois 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 361635410.

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.