Defined Benefit (Pension) · DOL Form 5500 · 2022
The Burt Manufacturing Company Pension Plan
Data updated 2026-08-11
- $391K
- Total assets
- 18
- Participants
- 16th
- Percentile by assets
- $21,704
- Avg per participant
Official DOL plan name: Pension Plan and Trust for Union Employees · Sponsored by The Burt Manufacturing Company · Ohio · Manufacturing
$391K in assets, 18 participants
The Burt Manufacturing Company's Pension Plan and Trust for Union Employees reported $391K in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.
- 16th percentile by assets (of 139,126 plans)
- #1,345 in Manufacturing (20,602 peers)
What the 2022 filing shows
Pension Plan and Trust for Union Employees holds $391K for 18 participants - about $21,704 per participant, among the smaller plans by assets on file.
- $391K
- total plan assets (2022 EOY)
- 18
- covered participants
- 16th
- percentile by assets (of 139,126 plans)
- $21,704
- avg assets per participant
The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Defined Benefit (Pension) filing for Pension Plan and Trust for Union Employees
Defined Benefit (Pension) filing for plan year 2022: EIN 341500040 ; effective since 1956-06-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2022)
| Total Assets (Beginning of Year) | $396K |
|---|---|
| Net Assets (End of Year) | $391K |
| Net Income | -$6K |
| Employer EIN | 341500040 |
| Plan Effective Date | 1956-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Burt Manufacturing Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18 | $391K |
| 2023 | 1 | 18 | $419K |
| 2024 | 1 | 18 | $429K |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Pension Plan and Trust for Union Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- Firstenergy Corp. Master Pension Plan $7.6B · 12,346
- Nationwide Retirement Plan $5.0B · 22,597
- American Electric Power System Retirement Plan $4.5B · 15,837
- Ohio Operating Engineers Pension Plan $3.4B · 9,749
- Laborers District Council & Contractors Pension Fund of Ohio $2.6B · 13,583
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Pension Plan and Trust for Union Employees by total assets, not by location.
- Intl Assoc Mach 2848 Def Ben Pen Pl (MI) $391K · N/A
- Burleson & Company, LLC Retirement Plan (CA) $392K · 4
- Sss Group Inc. Pension Plan (NJ) $389K · 3
- Aleris Cash Balance Plan (Alsco) (GA) $389K · 35
Frequently Asked Questions
How did Pension Plan and Trust for Union Employees assets move in 2022? ▼
How have The Burt Manufacturing Company plan assets changed over time? ▼
Where does Pension Plan and Trust for Union Employees rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Pension Plan and Trust for Union Employees? ▼
Next read for Pension Plan and Trust for Union Employe…
Filing takeaways
Ways to act on Pension Plan and Trust for Union Employees's numbers.
- By total assets, Pension Plan and Trust for Union Employees ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
- The Burt Manufacturing Company's sponsor-wide assets have grown 9.7% since 2022 across 3 plan years on file. More Manufacturing plans