Defined Benefit (Pension) · DOL Form 5500 · 2022

Appleton Group LLC Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
65
Participants Small participant base
65th
Percentile by assets National rank
$157,162
Avg per participant Above avg balance/head
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Official DOL plan name: Appleton Group LLC Pension Plan for Bargaining Unit Employees · Sponsored by Appleton Group LLC · Missouri · Manufacturing

$10M in assets, 65 participants

Appleton Group LLC's Appleton Group LLC Pension Plan for Bargaining Unit Employees reported $10M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #10,869 in Manufacturing (20,602 peers)

Appleton Group LLC multi-year trail

Appleton Group LLC's plans moved +11.2% in assets from 2022 to 2024; this filing shows Appleton Group LLC Pension Plan for Bargaining Unit Employees at $10M / 65 participants.

#10,869
in Manufacturing (20,602 peers)
+0.9%
assets growth YoY

Appleton Group LLC Pension Plan for Bargaining Unit Employees's mid-pack asset rank among Manufacturing and all filers

Appleton Group LLC Pension Plan for Bargaining Unit Employees vs every filed plan by assets

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

$10,215,529 Top 35% higher than 65% 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

Appleton Group LLC Pension Plan for Bargaining Unit 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. Appleton Group LLC Pension Plan for Bargaining Unit Employees is a small filing (65 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 364178995 · Appleton Group LLC PY 2022 · Defined Benefit (Pension)

Appleton Group LLC Pension Plan for Bargaining Unit Employees · $10M · 65 · 65th

  • EIN $10M
  • EIN 65
  • EIN 65th
  • EIN Defined Benefit (Pension)
  • EIN near Emd, Inc. Employees' Retirement Plan
  • EIN ind #10869

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 Missouri →

Appleton Group LLC Pension Plan for Bargaining Unit Employees in the asset neighbourhood

Lasalle Bristol LP Pension PlanLasalle Bristol LP Pension P…$10MAppleton Group LLC Pension Plan for Bargaining Unit EmployeesAppleton Group LLC Pension P…$10MEmd, Inc. Employees' Retirement PlanEmd, Inc. Employees' Retirem…$10MAllen Matkins Cash Balance Pension Plan IIIAllen Matkins Cash Balance P…$10MAvox Systems Union Pension PlanAvox Systems Union Pension P…$10M
End-of-year total assets ($M) among Appleton Group LLC Pension Plan for Bargaining Unit Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Appleton Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Appleton Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.243588070671622% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.2M $11.4M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 65 $10M
2023 1 60 $11M
2024 1 81 $11M

Appleton Group LLC filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$96K
Employer EIN364178995
Plan Effective Date1997-09-15
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Missouri

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

Appleton Group LLC Pension Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Appleton Group LLC Pension Plan for Bargaining Unit Employees, Total assets ($B): 0.010215529 · Participants: 65Appleton Group LLC Pension Plan for Bargaining Unit EmployeesBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.485527737 · Participants: 31010Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.442367346 · Participants: 10080Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.376779083 · Participants: 15460Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.256518868 · Participants: 8767Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.12779001 · Participants: 4763Emerson Electric Company Retirement Plan
Appleton Group LLC Pension Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Appleton Group LLC Pension Plan for Bargaining Unit Employees side-by-side with 3 peers →

Appleton Group LLC Pension Plan for Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Emd, Inc. Employees' Retirement Plan in PA ($10M); by covered participants it is The Toledo Newspaper Unions Blade Pension Plan in OH (65 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Appleton Group LLC Pension Plan for Bargaining Unit Employees assets move in 2022? ▼
Appleton Group LLC Pension Plan for Bargaining Unit Employees held essentially flat - up 0.9% during 2022, from $10M to $10M. Reported net income was $96K.
How have Appleton Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appleton Group LLC's sponsor-wide assets grew 11.2%, from $10M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Appleton Group LLC Pension Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Emd, Inc. Employees' Retirement Plan in PA ($10M, 15 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Appleton Group LLC Pension Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Toledo Newspaper Unions Blade Pension Plan in OH (65 participants, $97M 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 364178995.

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.