Defined Benefit (Pension) · DOL Form 5500 · 2023

Rand-Whitney Group, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
80
Participants Small participant base
40th
Percentile by assets National rank
$48,674
Avg per participant Low balance/head
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Official DOL plan name: Rand-Whitney Retirement Plan for Members of Bargaining Units · Sponsored by Rand-Whitney Group, LLC · Massachusetts · Manufacturing

$4M in assets, 80 participants

Rand-Whitney Group, LLC's Rand-Whitney Retirement Plan for Members of Bargaining Units reported $4M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,303 in Manufacturing (18,722 peers)

Rand-Whitney Group, LLC multi-year trail

Rand-Whitney Group, LLC's plans moved +32.8% in assets from 2022 to 2024; this filing shows Rand-Whitney Retirement Plan for Members of Bargaining Units at $4M / 80 participants.

#4,303
in Manufacturing (18,722 peers)
+18.4%
assets growth YoY

Rand-Whitney Retirement Plan for Members of Bargaining Units's mid-pack asset rank among Manufacturing and all filers

Rand-Whitney Retirement Plan for Members of Bargaining Units vs every filed plan by assets

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

$3,893,908 40th percentile higher than 40% 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

Rand-Whitney Retirement Plan for Members of Bargaining Units among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rand-Whitney Retirement Plan for Members of Bargaining Units is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rand-Whitney Retirement Plan for Members of Bargaining Units reported net income rose from -$779K in the plan year 2022 filing to $604K in the plan year 2023 filing.
  • Rand-Whitney Retirement Plan for Members of Bargaining Units end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rand-Whitney Retirement Plan for Members of Bargaining Units reported participants fell from 82 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 043340692 · Rand-Whitney Group, LLC PY 2023 · Defined Benefit (Pension)

Rand-Whitney Retirement Plan for Members of Bargaining Units · $4M · 80 · 40th

  • EIN $4M
  • EIN 80
  • EIN 40th
  • EIN Defined Benefit (Pension)
  • EIN near Austin Retina Associates Cash Balance Plan
  • EIN ind #4303

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 Massachusetts →

Rand-Whitney Retirement Plan for Members of Bargaining Units in the asset neighbourhood

French Paper LLC Union Pension PlanFrench Paper LLC Union Pensi…$4MRand-Whitney Retirement Plan for Members of Bargaining UnitsRand-Whitney Retirement Plan…$4MAustin Retina Associates Cash Balance PlanAustin Retina Associates Cas…$4MBob Milligan Insurance Agency,Inc. Defined Benefit Pension PlanBob Milligan Insurance Agenc…$4MCement Masons Local 783 Pension TrustCement Masons Local 783 Pens…$4M
End-of-year total assets ($M) among Rand-Whitney Retirement Plan for Members of Bargaining Units and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Rand-Whitney Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rand-Whitney Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.78115280757863% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.09M $5.43M ▲ +32.8%
Year Plans Participants Total Assets
2022 2 156 $4M
2023 1 80 $4M
2024 2 121 $5M

Rand-Whitney Group, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$604K
Employer EIN043340692
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Rand-Whitney Retirement Plan for Members of Bargaining Units vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Rand-Whitney Retirement Plan for Members of Bargaining Units, Total assets ($B): 0.003893908 · Participants: 80Rand-Whitney Retirement Plan for Members of Bargaining UnitsConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Rand-Whitney Retirement Plan for Members of Bargaining Units vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Rand-Whitney Retirement Plan for Members of Bargaining Units side-by-side with 3 peers →

Rand-Whitney Retirement Plan for Members of Bargaining Units's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Austin Retina Associates Cash Balance Plan in TX ($4M); by covered participants it is Bangor Hydro Electric Company Pension Plan in ME (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Rand-Whitney Retirement Plan for Members of Bargaining Units assets move in 2023? ▼
Rand-Whitney Retirement Plan for Members of Bargaining Units grew sharply - up 18.4% during 2023, from $3M to $4M. Reported net income was $604K.
How have Rand-Whitney Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rand-Whitney Group, LLC's sponsor-wide assets grew 32.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Rand-Whitney Retirement Plan for Members of Bargaining Units? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Austin Retina Associates Cash Balance Plan in TX ($4M, 118 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rand-Whitney Retirement Plan for Members of Bargaining Units? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bangor Hydro Electric Company Pension Plan in ME (80 participants, $124M 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 043340692.

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.