Defined Benefit (Pension) · DOL Form 5500 · 2022

Chalmers & Kubeck, Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
86
Participants Small participant base
68th
Percentile by assets National rank
$132,867
Avg per participant Near avg balance/head
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Official DOL plan name: Chalmers & Kubeck, Inc. Employees' Pension Plan · Sponsored by Chalmers & Kubeck, Inc. · Pennsylvania · Manufacturing

$11M in assets, 86 participants

Chalmers & Kubeck, Inc.'s Chalmers & Kubeck, Inc. Employees' Pension Plan reported $11M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #11,440 in Manufacturing (20,602 peers)

Chalmers & Kubeck, Inc. multi-year trail

Chalmers & Kubeck, Inc.'s plans moved -12.5% in assets from 2022 to 2024; this filing shows Chalmers & Kubeck, Inc. Employees' Pension Plan at $11M / 86 participants.

#11,440
in Manufacturing (20,602 peers)
+5.0%
assets growth YoY

Chalmers & Kubeck, Inc. Employees' Pension Plan's outsized position by total assets

Chalmers & Kubeck, Inc. Employees' Pension Plan vs every filed plan by assets

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

$11,426,600 Top 32% higher than 68% 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

Chalmers & Kubeck, Inc. Employees' 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. Chalmers & Kubeck, Inc. Employees' Pension Plan is a small filing (86 participants) on this national headcount ladder.

DOL schedule card

Filing strip 231573156 · Chalmers & Kubeck, Inc. PY 2022 · Defined Benefit (Pension)

Chalmers & Kubeck, Inc. Employees' Pension Plan · $11M · 86 · 68th

  • TYPE $11M
  • NET 86
  • BOOK 68th
  • VS-ST Defined Benefit (Pension)
  • BOY near North Dakota Farmers Union Pension Plan
  • SCH ind #11440

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 Pennsylvania →

Chalmers & Kubeck, Inc. Employees' Pension Plan in the asset neighbourhood

Chalmers & Kubeck, Inc. Employees' Pension PlanChalmers & Kubeck, Inc. Empl…$11MAmersham Health Inc. Puerto Rico Pension PlanAmersham Health Inc. Puerto …$11MNorth Dakota Farmers Union Pension PlanNorth Dakota Farmers Union P…$11MBe Productions, Inc. Defined Benefit Pension PlanBe Productions, Inc. Defined…$11MNational 4-H Council Employees Retirement PlanNational 4-H Council Employe…$11M
End-of-year total assets ($M) among Chalmers & Kubeck, Inc. Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Chalmers & Kubeck, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Chalmers & Kubeck, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 12.463820778804076% vs 2022
2024 filing year
$26M$28M$30M$32M$34M$36M 202220232024 $33.6M $29.4M ▼ -12.5%
Year Plans Participants Total Assets
2022 2 261 $34M
2023 2 254 $27M
2024 1 196 $29M

Chalmers & Kubeck, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$546K
Employer EIN231573156
Plan Effective Date1969-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Chalmers & Kubeck, Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Chalmers & Kubeck, Inc. Employees' Pension Plan, Total assets ($B): 0.0114266 · Participants: 86Chalmers & Kubeck, Inc. Employees' Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Chalmers & Kubeck, Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Chalmers & Kubeck, Inc. Employees' Pension Plan side-by-side with 3 peers →

Chalmers & Kubeck, Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is North Dakota Farmers Union Pension Plan in ND ($11M); by covered participants it is Angus Chemical Company Defined Benefit Plan in IL (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Chalmers & Kubeck, Inc. Employees' Pension Plan assets move in 2022? ▼
Chalmers & Kubeck, Inc. Employees' Pension Plan grew at a solid clip - up 5.0% during 2022, from $11M to $11M. Reported net income was $546K.
How have Chalmers & Kubeck, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chalmers & Kubeck, Inc.'s sponsor-wide assets declined 12.5%, from $34M to $29M.
Which Defined Benefit (Pension) plans are similar in size to Chalmers & Kubeck, Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is North Dakota Farmers Union Pension Plan in ND ($11M, 39 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Chalmers & Kubeck, Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Angus Chemical Company Defined Benefit Plan in IL (86 participants, $9M 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 231573156.

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.