Defined Benefit (Pension) · DOL Form 5500 · 2022
Neles-Jamesbury, Inc. Pension Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 58
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $1.1M
- Avg per participant High balance/head
Official DOL plan name: Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates · Sponsored by Neles-Jamesbury, Inc. · Massachusetts · Manufacturing
$66M in assets, 58 participants
Neles-Jamesbury, Inc.'s Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates reported $66M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #17,576 in Manufacturing (20,602 peers)
Where Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates sits by assets
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates sits in the top 10% of all filed plans by assets, $66M for 58 participants (~$1.1M/participant), down 6.3% in 2022.
- #17,576
- in Manufacturing (20,602 peers)
- -6.3%
- assets change YoY
- 0.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates's outsized position by total assets
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$65,932,075 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates is a small filing (58 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 042176399 · Neles-Jamesbury, Inc. PY 2022 · Defined Benefit (Pension)
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates · $66M · 58 · 90th
- 5500 $66M
- 5500 58
- 5500 90th
- 5500 Defined Benefit (Pension)
- 5500 near Roofers Local No. 74/ No. 203 Pension Plan
- 5500 ind #17576
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 →
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $70M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | -$4M |
| Employer EIN | 042176399 |
| Plan Effective Date | 1964-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Neles-Jamesbury, Inc.)
Sponsor-wide plan assets over time
All Neles-Jamesbury, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 1.4932322393918287% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 58 | $66M |
| 2023 | 1 | 52 | $67M |
Nearby Defined Benefit (Pension) Plans in Massachusetts
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Consolidated Cash Balance Program of Mass General Brigham and Member Organizations $9.1B · 55,495
- Liberty Mutual Retirement Benefit Plan $6.8B · 33,087
- Massachusetts Institute of Technology Basic Retirement Plan $5.3B · 11,835
- N. Atlantic States Carp. Pension Fund $4.8B · 17,323
- N. Atlantic States Carp. Guaranteed Annuity Fund $3.6B · 10,962
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Roofers Local No. 74/ No. 203 Pension Plan in NY ($66M); by covered participants it is Pension Plan for Hourly-Paid Employees of Tms Division in CT (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Roofers Local No. 74/ No. 203 Pension Plan (NY) $66M · 359
- I.B.E.W. Local 910 Pension Fund (NY) $66M · 320
- Dorsey & Whitney LLP Cash Balance Plan (MN) $66M · 213
- Yellow Retirement Pension Plan (KS) $66M · 282
Similar participant headcount
Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.
- Pension Plan for Hourly-Paid Employees of Tms Division (CT) 58 · 0 off
- W.R. Grace & Co. - Ct -Ret. Plan for Hourly Ees. --- Tennessee (MD) 58 · 0 off
- Pension Plan for Employees of Civista Bancshares, Inc. and Its Affiliates (OH) 58 · 0 off
- Ineos Abs (USA) Corporation Pension Plan for Hourly Employees - Addyston (TX) 58 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.