Defined Benefit (Pension) · DOL Form 5500 · 2023

Kaiser Aluminum Warrick, LLC Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
735
Participants Near avg headcount
63rd
Percentile by assets National rank
$17,071
Avg per participant Low balance/head
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Official DOL plan name: Kaiser Aluminum Warrick Pension Plan · Sponsored by Kaiser Aluminum Warrick, LLC · Indiana · Manufacturing

$13M in assets, 735 participants

Kaiser Aluminum Warrick, LLC's Kaiser Aluminum Warrick Pension Plan reported $13M in total assets and 735 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #9,527 in Manufacturing (18,722 peers)

Kaiser Aluminum Warrick, LLC multi-year trail

Kaiser Aluminum Warrick, LLC's plans moved +92.1% in assets from 2022 to 2024; this filing shows Kaiser Aluminum Warrick Pension Plan at $13M / 735 participants.

#9,527
in Manufacturing (18,722 peers)
+52.4%
assets growth YoY

Kaiser Aluminum Warrick Pension Plan's mid-pack asset rank among Manufacturing and all filers

Kaiser Aluminum Warrick Pension Plan vs every filed plan by assets

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

$12,547,249 Top 37% higher than 63% 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

Kaiser Aluminum Warrick Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Kaiser Aluminum Warrick Pension Plan sits mid-pack in the medium band (735 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kaiser Aluminum Warrick Pension Plan reported net income rose from $2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kaiser Aluminum Warrick Pension Plan end-of-year assets rose from $8M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Kaiser Aluminum Warrick Pension Plan reported participants fell from 792 in the plan year 2022 filing to 735 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 812560915 · Kaiser Aluminum Warrick, LLC PY 2023 · Defined Benefit (Pension)

Kaiser Aluminum Warrick Pension Plan · $13M · 735 · 63rd

  • TYPE $13M
  • TYPE 735
  • TYPE 63rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Retirement Plan for Employees of Herring Bank
  • TYPE ind #9527

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 Indiana →

Kaiser Aluminum Warrick Pension Plan in the asset neighbourhood

San Diego Blood Bank Restated Pension PlanSan Diego Blood Bank Restate…$13MKaiser Aluminum Warrick Pension PlanKaiser Aluminum Warrick Pens…$13MRetirement Plan for Employees of Herring BankRetirement Plan for Employee…$13MUnited Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at HarlingenUnited Launch Alliance Pensi…$13MProfusion Industries Marietta Plant Pension PlanProfusion Industries Mariett…$13M
End-of-year total assets ($M) among Kaiser Aluminum Warrick Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kaiser Aluminum Warrick, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Kaiser Aluminum Warrick, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 92.08392580912131% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $26.8M $51.5M ▲ +92.1%
Year Plans Participants Total Assets
2022 2 1,117 $27M
2023 2 1,054 $40M
2024 2 985 $52M

Kaiser Aluminum Warrick, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$13M
Net Income$5M
Employer EIN812560915
Plan Effective Date2021-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

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

Kaiser Aluminum Warrick Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Kaiser Aluminum Warrick Pension Plan, Total assets ($B): 0.012547249 · Participants: 735Kaiser Aluminum Warrick Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Kaiser Aluminum Warrick Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Kaiser Aluminum Warrick Pension Plan side-by-side with 3 peers →

Kaiser Aluminum Warrick Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Herring Bank in TX ($13M); by covered participants it is Regal Beloit America, Inc. Pension Plan in WI (735 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (735 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 Kaiser Aluminum Warrick Pension Plan assets move in 2023? ▼
Kaiser Aluminum Warrick Pension Plan surged - up 52.4% during 2023, from $8M to $13M. Reported net income was $5M.
How have Kaiser Aluminum Warrick, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kaiser Aluminum Warrick, LLC's sponsor-wide assets grew 92.1%, from $27M to $52M.
Which Defined Benefit (Pension) plans are similar in size to Kaiser Aluminum Warrick Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Herring Bank in TX ($13M, 20 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Kaiser Aluminum Warrick Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Regal Beloit America, Inc. Pension Plan in WI (735 participants, $168M 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 812560915.

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.