Defined Benefit (Pension) · DOL Form 5500 · 2023
Dietz & Watson, Inc. Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 86
- Participants Small participant base
Official DOL plan name: Dietz & Watson, Inc. Union Employees' Pension Plan · Sponsored by Dietz & Watson, Inc. · Pennsylvania · Wholesale Trade
N/A in assets, 86 participants
Dietz & Watson, Inc.'s Dietz & Watson, Inc. Union Employees' Pension Plan reported N/A in total assets and 86 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
Dietz & Watson, Inc. multi-year trail
Dietz & Watson, Inc.'s plans moved +22.1% in assets from 2022 to 2024; this filing shows Dietz & Watson, Inc. Union Employees' Pension Plan at N/A / 86 participants.
- -$3M
- reported net income
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dietz & Watson, Inc. Union Employees' Pension 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. Dietz & Watson, Inc. Union Employees' Pension Plan is a small filing (86 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dietz & Watson, Inc. Union Employees' Pension Plan reported net income fell from -$423K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Dietz & Watson, Inc. Union Employees' Pension Plan reported participants fell from 95 in the plan year 2022 filing to 86 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 230526135 · Dietz & Watson, Inc. PY 2023 · Defined Benefit (Pension)
Dietz & Watson, Inc. Union Employees' Pension Plan · N/A · 86
- RANK N/A
- PHOTO 86
- IND PY 2023
- EOY Defined Benefit (Pension)
- 5500 near Corning Museum of Glass Pension Plan
- ASSETS -$3M
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 Wholesale Trade retirement plans → · Plans in Pennsylvania →
Dietz & Watson, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Dietz & Watson, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $57M 22.050002501195927% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 1,218 | $47M |
| 2023 | 4 | 1,119 | $50M |
| 2024 | 3 | 1,085 | $57M |
Dietz & Watson, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$3M |
| Employer EIN | 230526135 |
| Plan Effective Date | 1995-02-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Dietz & Watson, Inc. Union Employees' Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by covered participants is Corning Museum of Glass Pension Plan in NY (86 participants; this filing: 86 participants).
Similar participant headcount
Nearest other-state filings by covered participants (86 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.