WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
WOLTERS KLUWER UNITED STATES, INC.
This Defined Benefit (Pension) plan holds $78M in total assets and serves 365 participants as of 2022. It is sponsored by WOLTERS KLUWER UNITED STATES, INC. in Illinois. The plan reported a net loss of $32M for the year.
What the Filing Says About WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN
WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by WOLTERS KLUWER UNITED STATES, INC., headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $78M in total end-of-year assets and covers 365 participants across the Information & Media industry. The sponsor's EIN on file with the U.S. Department of Labor is 133577870, and the plan has been effective since 1961-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $111M at the beginning of 2022 to $78M at year-end — a decline of 29.1%. Net assets (after liabilities) closed the year at $78M, with reported net income of $-32,058,927 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) | $111M |
| Total Assets (End of Year) | $78M |
| Net Assets (End of Year) | $78M |
| Net Income | $-32,058,927 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 133577870 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (WOLTERS KLUWER UNITED STATES, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 8,484 | $1.8B |
| 2023 | 2 | 8,939 | $2.1B |
| 2024 | 2 | 9,066 | $2.5B |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.
- STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES $35.2B · 45,001
- JOHN DEERE PENSION PLAN FOR SALARIED EMPLOYEES $8.0B · 16,346
- ABBOTT LABORATORIES ANNUITY RETIREMENT PLAN $7.8B · 17,382
- EXELON CORPORATION RETIREMENT PROGRAM $6.4B · 9,116
- ABBVIE PENSION PLAN $4.4B · 14,619
Related Data
Guides
Frequently Asked Questions
How much money is in the WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN? ▼
What type of plan is WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN? ▼
Who sponsors the WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN? ▼
How did WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN perform in 2022? ▼
Where can I find official filings for WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN? ▼
How does WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN compare to other plans? ▼
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 133577870.
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.
Read our methodology — how this data is sourced, computed, and verified.