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

Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust

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

Sponsored by Sullivan Paper Company, Inc. · Massachusetts · Manufacturing

What the 2023 filing shows

Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust holds $19M for 101 participants — about $189,702 per participant, down 18.2% over the 2022 plan year.

$19M
total plan assets (2022 EOY)
101
covered participants
$189,702
avg assets per participant
-18.2%
assets change YoY

The plan reported a net loss of $4M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$19M
Participants
101
Industry
Manufacturing

What the Filing Says About Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust

Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust is a Defined Benefit (Pension) retirement plan sponsored by Sullivan Paper Company, Inc., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 101 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 042143859, and the plan has been effective since 1961-02-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $23M at the beginning of 2022 to $19M at year-end — a decline of 18.2%. Net assets (after liabilities) closed the year at $19M, with reported net income of $-4,272,062 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)$23M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$-4,272,062
Plan TypeDefined Benefit (Pension)
Employer EIN042143859
Plan Effective Date1961-02-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Sullivan Paper Company, Inc.)

Year Plans Participants Total Assets
2022 2 224 $21M
2023 2 213 $4M
2024 1 107 $5M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust?
As of the 2022 Form 5500 filing, Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust holds $19M in total assets with 101 participants. It is sponsored by Sullivan Paper Company, Inc..
What type of plan is Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust?
Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust is a Defined Benefit (Pension) plan. It has been effective since 1961-02-15. The plan is filed with the U.S. Department of Labor under EIN 042143859.
Who sponsors the Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust?
Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust is sponsored by Sullivan Paper Company, Inc., located in Massachusetts. The sponsor's EIN is 042143859 and the plan operates in the Manufacturing industry.
How did Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust perform in 2022?
Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust declined by 18.2% during 2022, moving from $23M to $19M in total assets. Net income was $-4,272,062.
Where can I find official filings for Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust?
Official Form 5500 filings for Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042143859 or plan name at efast.dol.gov.
How does Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust compare to other plans?
You can compare Sullivan Paper Company, Inc Defined Benefit Pension Plan and Trust against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts 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 042143859.

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