Defined Benefit (Pension) · DOL Form 5500 · 2022

The Burt Manufacturing Company Pension Plan

Data updated 2026-08-25

$391K
Total assets Small plan by assets
18
Participants Small participant base
16th
Percentile by assets National rank
$21,704
Avg per participant Low balance/head
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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.

  • #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.

#1,345
in Manufacturing (20,602 peers)
-1.5%
assets change YoY

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.

Pension Plan and Trust for Union Employees among the smaller filed plans by assets

Pension Plan and Trust for Union Employees vs every filed plan by assets

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

$390,669 16th percentile higher than 16% 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

Pension Plan and Trust for Union Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan and Trust for Union Employees is a small filing (18 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 341500040 · The Burt Manufacturing Company PY 2022 · Defined Benefit (Pension)

Pension Plan and Trust for Union Employees · $391K · 18 · 16th

  • VS-ST $391K
  • VS-ST 18
  • VS-ST 16th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Intl Assoc Mach 2848 Def Ben Pen Pl
  • VS-ST ind #1345

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 Manufacturing retirement plans → · Plans in Ohio →

Pension Plan and Trust for Union Employees in the asset neighbourhood

Pension Plan and Trust for Union EmployeesPension Plan and Trust for U…$391KIntl Assoc Mach 2848 Def Ben Pen PlIntl Assoc Mach 2848 Def Ben…$391KBurleson & Company, LLC Retirement PlanBurleson & Company, LLC Reti…$392KSss Group Inc. Pension Plan$389KAleris Cash Balance Plan (Alsco)Aleris Cash Balance Plan (Al…$389K
End-of-year total assets ($M) among Pension Plan and Trust for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$396K
Net Assets (End of Year)$391K
Net Income-$6K
Employer EIN341500040
Plan Effective Date1956-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Burt Manufacturing Company)

Sponsor-wide plan assets over time

All The Burt Manufacturing Company plans reported in each filing year

Latest sponsor-wide plan assets
$429K 9.694396023231944% vs 2022
2024 filing year
$0.38M$0.4M$0.42M$0.44M 202220232024 $0.39M $0.43M ▲ +10.3%
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 Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Pension Plan and Trust for Union Employees, Total assets ($B): 0.000390669 · Participants: 18Pension Plan and Trust for Union EmployeesFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Pension Plan and Trust for Union Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Pension Plan and Trust for Union Employees side-by-side with 3 peers →

Pension Plan and Trust for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Intl Assoc Mach 2848 Def Ben Pen Pl in MI ($391K); by covered participants it is Roadrunner Glass Company, Inc. Retirement Plan in AZ (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($391K here).

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Pension Plan and Trust for Union Employees assets move in 2022? ▼
Pension Plan and Trust for Union Employees edged down modestly - down 1.5% during 2022, from $396K to $391K. Reported net income was -$6K.
How have The Burt Manufacturing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Burt Manufacturing Company's sponsor-wide assets grew 9.7%, from $391K to $429K.
Where does Pension Plan and Trust for Union Employees rank by assets among Form 5500 filers? ▼
Pension Plan and Trust for Union Employees ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan and Trust for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Intl Assoc Mach 2848 Def Ben Pen Pl in MI ($391K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan and Trust for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Roadrunner Glass Company, Inc. Retirement Plan in AZ (18 participants, $2M 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 341500040.

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.