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

U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN

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

U.S. TOBACCO COOPERATIVE

This Defined Benefit (Pension) plan holds $11M in total assets and serves 41 participants as of 2022. It is sponsored by U.S. TOBACCO COOPERATIVE in North Carolina. The plan reported a net loss of $6M for the year.

Total Assets (2023)
$11M
Participants
41
Industry
Other Services

What the Filing Says About U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN

U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by U.S. TOBACCO COOPERATIVE, headquartered in North Carolina. As of the 2022 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 41 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 560484598, and the plan has been effective since 1965-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2022 to $11M at year-end — a decline of 34.8%. Net assets (after liabilities) closed the year at $11M, with reported net income of $-5,741,952 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)$16M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$-5,741,952
Plan TypeDefined Benefit (Pension)
Employer EIN560484598
Plan Effective Date1965-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. TOBACCO COOPERATIVE)

Year Plans Participants Total Assets
2022 2 242 $28M
2023 1 221 $19M
2024 1 215 $23M

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Frequently Asked Questions

How much money is in the U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN?
As of the 2022 Form 5500 filing, U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN holds $11M in total assets with 41 participants. It is sponsored by U.S. TOBACCO COOPERATIVE.
What type of plan is U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN?
U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1965-12-31. The plan is filed with the U.S. Department of Labor under EIN 560484598.
Who sponsors the U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN?
U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN is sponsored by U.S. TOBACCO COOPERATIVE, located in North Carolina. The sponsor's EIN is 560484598 and the plan operates in the Other Services industry.
How did U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN perform in 2022?
U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN declined by 34.8% during 2022, moving from $16M to $11M in total assets. Net income was $-5,741,952.
Where can I find official filings for U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN?
Official Form 5500 filings for U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 560484598 or plan name at efast.dol.gov.
How does U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN compare to other plans?
You can compare U.S. TOBACCO COOPERATIVE INC. RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in North Carolina 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 560484598.

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 official public datasets. See our methodology for details.