Defined Benefit (Pension) · DOL Form 5500 · 2023
Beckley Water Company Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 30
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $398,172
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Employees of Beckley Water Company · Sponsored by Beckley Water Company · West Virginia · Utilities
$12M in assets, 30 participants
Beckley Water Company's Retirement Plan for Employees of Beckley Water Company reported $12M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #198 in Utilities (721 peers)
Utilities sector rank
Within Utilities, Retirement Plan for Employees of Beckley Water Company ranks #198 of 721 2023 filers by assets (4495% of the sector average)-$12M for 30 participants.
- #198
- in Utilities (721 peers)
- +7.3%
- assets growth YoY
Retirement Plan for Employees of Beckley Water Company's mid-pack asset rank among Utilities and all filers
Retirement Plan for Employees of Beckley Water Company vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,945,159 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Retirement Plan for Employees of Beckley Water Company among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Beckley Water Company is a small filing (30 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Retirement Plan for Employees of Beckley Water Company reported net income rose from -$2M in the plan year 2022 filing to $798K in the plan year 2023 filing.
- Retirement Plan for Employees of Beckley Water Company reported participants fell from 33 in the plan year 2022 filing to 30 in the plan year 2023 filing.
- Retirement Plan for Employees of Beckley Water Company end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 550121880 · Beckley Water Company PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of Beckley Water Company · $12M · 30 · 62nd
- TYPE $12M
- NET 30
- BOOK 62nd
- VS-ST Defined Benefit (Pension)
- BOY near Pontiac Bancorp, Inc. Pension Plan
- SCH ind #198
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 Utilities retirement plans → · Plans in West Virginia →
Retirement Plan for Employees of Beckley Water Company in the asset neighbourhood
Utilities filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $798K |
| Employer EIN | 550121880 |
| Plan Effective Date | 1962-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Beckley Water Company)
Sponsor-wide plan assets over time
All Beckley Water Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 12.308003357121933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $11M |
| 2023 | 1 | 30 | $12M |
| 2024 | 1 | 27 | $12M |
Nearby Defined Benefit (Pension) Plans in West Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- West Virginia Laborers Pension Trust Fund $556M · 1,965
- I.U.O.E. Local 132 Pension Fund $548M · 1,559
- United Mine Workers of America 1985 Construction Workers Pension Plan $447M · 234
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund $420M · 1,453
- Maryland Electrical Industry Pension Plan $268M · 1,667
Retirement Plan for Employees of Beckley Water Company's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Pontiac Bancorp, Inc. Pension Plan in IL ($12M); by covered participants it is The M/a/R/C Group Pension Plan in NY (30 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
Similar participant headcount
Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.
- The M/a/R/C Group Pension Plan (NY) 30 · 0 off
- Sbera Pension Plan as Adopted by Walpole Co-Operative Bank (MA) 30 · 0 off
- Nextier Bank Pension Plan (PA) 30 · 0 off
- John J. & Thomas R. Schiff Pension Plan (OH) 30 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.