Defined Benefit (Pension) · DOL Form 5500 · 2022

Calumet Gp, LLC Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
69
Participants Small participant base
79th
Percentile by assets National rank
$333,356
Avg per participant High balance/head
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Official DOL plan name: Penreco Pension Plan · Sponsored by Calumet Gp, LLC · Indiana · Finance & Insurance

$23M in assets, 69 participants

Calumet Gp, LLC's Penreco Pension Plan reported $23M in total assets and 69 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,179 in Finance & Insurance (9,261 peers)

Where Penreco Pension Plan sits by assets

Penreco Pension Plan sits in the top quartile of all filed plans by assets, $23M for 69 participants (~$333,356/participant), down 22.9% in 2022.

#6,179
in Finance & Insurance (9,261 peers)
-22.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penreco Pension Plan's outsized position by total assets

Penreco Pension Plan vs every filed plan by assets

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

$23,001,593 Top 21% higher than 79% 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

Penreco Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penreco Pension Plan is a small filing (69 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 364579817 · Calumet Gp, LLC PY 2022 · Defined Benefit (Pension)

Penreco Pension Plan · $23M · 69 · 79th

  • PHOTO $23M
  • PHOTO 69
  • PHOTO 79th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near The Swatch Group (U.S.) Inc. Employees' Retirement Plan
  • PHOTO ind #6179

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 Finance & Insurance retirement plans → · Plans in Indiana →

Penreco Pension Plan in the asset neighbourhood

Hallstar Services Corp. Retirement Income PlanHallstar Services Corp. Reti…$23MPenreco Pension Plan$23MThe Swatch Group (U.S.) Inc. Employees' Retirement PlanThe Swatch Group (U.S.) Inc.…$23MPhoenix Painters' Pension Trust FundPhoenix Painters' Pension Tr…$23MThe Miami Corporation Management, LLC Retirement PlanThe Miami Corporation Manage…$23M
End-of-year total assets ($M) among Penreco Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$23M
Net Income-$7M
Employer EIN364579817
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calumet Gp, LLC)

Sponsor-wide plan assets over time

All Calumet Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$333M 28.274037138582344% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $260M $333M ▲ +28.3%
Year Plans Participants Total Assets
2022 3 1,591 $260M
2023 3 1,662 $302M
2024 3 1,683 $333M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Penreco Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Penreco Pension Plan, Total assets ($B): 0.023001593 · Participants: 69Penreco Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Penreco Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Penreco Pension Plan side-by-side with 3 peers →

Penreco Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is The Swatch Group (U.S.) Inc. Employees' Retirement Plan in FL ($23M); by covered participants it is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.

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 Penreco Pension Plan assets move in 2022? ▼
Penreco Pension Plan declined sharply - down 22.9% during 2022, from $30M to $23M. Reported net income was -$7M.
How have Calumet Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calumet Gp, LLC's sponsor-wide assets grew 28.3%, from $260M to $333M.
Where does Penreco Pension Plan rank by assets among Form 5500 filers? ▼
Penreco Pension Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Penreco Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Swatch Group (U.S.) Inc. Employees' Retirement Plan in FL ($23M, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Penreco Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Seyfarth Shaw LLP Legacy Pension Plan in IL (69 participants, $16M in assets).

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 364579817.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.