Defined Benefit (Pension) · DOL Form 5500 · 2023

Tooling Concepts, Inc. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
17
Participants Small participant base
26th
Percentile by assets National rank
$76,026
Avg per participant Below avg balance/head
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Official DOL plan name: Tooling Concepts, Inc. Cash Balance Plan · Sponsored by Tooling Concepts, Inc. · Michigan · Manufacturing

$1M in assets, 17 participants

Tooling Concepts, Inc.'s Tooling Concepts, Inc. Cash Balance Plan reported $1M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,191 in Manufacturing (18,722 peers)

2023 asset change

Tooling Concepts, Inc. Cash Balance Plan grew sharply 26.9% in 2023 ($1M → $1M) for 17 participants.

#2,191
in Manufacturing (18,722 peers)
+26.9%
assets growth YoY

Tooling Concepts, Inc. Cash Balance Plan among the smaller filed plans by assets

Tooling Concepts, Inc. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,292,436 26th percentile higher than 26% of 127,068 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 2023

Tooling Concepts, Inc. Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tooling Concepts, Inc. Cash Balance Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tooling Concepts, Inc. Cash Balance Plan reported net income rose from $2K in the plan year 2022 filing to $274K in the plan year 2023 filing.
  • Tooling Concepts, Inc. Cash Balance Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 611658884 · Tooling Concepts, Inc. PY 2023 · Defined Benefit (Pension)

Tooling Concepts, Inc. Cash Balance Plan · $1M · 17 · 26th

  • EIN $1M
  • RANK 17
  • PHOTO 26th
  • IND Defined Benefit (Pension)
  • EOY near Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan
  • 5500 ind #2191

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 Michigan →

Tooling Concepts, Inc. Cash Balance Plan in the asset neighbourhood

Brush Aftermarket North America, Inc. Group Pension PlanBrush Aftermarket North Amer…$1MTooling Concepts, Inc. Cash Balance PlanTooling Concepts, Inc. Cash …$1MAllergy and Pulmonary Associates, P.a. Cash Balance Pension PlanAllergy and Pulmonary Associ…$1MWorldwide Contractors Management Cash Balance PlanWorldwide Contractors Manage…$1MLawrence P. Gorman & Associates Inc. Defined Benefit Pension PlanLawrence P. Gorman & Associa…$1M
End-of-year total assets ($M) among Tooling Concepts, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tooling Concepts, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Tooling Concepts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.02M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 17 $1M
2023 1 17 $1M
2024 1 18 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$274K
Employer EIN611658884
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

Tooling Concepts, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Tooling Concepts, Inc. Cash Balance Plan, Total assets ($B): 0.001292436 · Participants: 17Tooling Concepts, Inc. Cash Balance PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Tooling Concepts, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Tooling Concepts, Inc. Cash Balance Plan side-by-side with 3 peers →

Tooling Concepts, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan in NJ ($1M); by covered participants it is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Tooling Concepts, Inc. Cash Balance Plan assets move in 2023? ▼
Tooling Concepts, Inc. Cash Balance Plan grew sharply - up 26.9% during 2023, from $1M to $1M. Reported net income was $274K.
Which Defined Benefit (Pension) plans are similar in size to Tooling Concepts, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allergy and Pulmonary Associates, P.a. Cash Balance Pension Plan in NJ ($1M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Tooling Concepts, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Local 15, 15a, 15c, 15d Iuoe AFL-CIO in NY (17 participants, $43M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 611658884.

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.