Defined Benefit (Pension) · DOL Form 5500 · 2023

Umpco, Inc Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
88
Participants Small participant base
51st
Percentile by assets National rank
$78,158
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Umpco, Inc. Employees' Pension Plan · Sponsored by Umpco, Inc · California · Manufacturing

$7M in assets, 88 participants

Umpco, Inc's Umpco, Inc. Employees' Pension Plan reported $7M in total assets and 88 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #6,510 in Manufacturing (18,722 peers)

Umpco, Inc multi-year trail

Umpco, Inc's plans moved +19.3% in assets from 2022 to 2024; this filing shows Umpco, Inc. Employees' Pension Plan at $7M / 88 participants.

#6,510
in Manufacturing (18,722 peers)
+12.5%
assets growth YoY

Umpco, Inc. Employees' Pension Plan's mid-pack asset rank among Manufacturing and all filers

Umpco, Inc. Employees' Pension Plan vs every filed plan by assets

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

$6,877,894 Top 49% higher than 51% 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

Umpco, Inc. 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. Umpco, Inc. Employees' Pension Plan is a small filing (88 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Umpco, Inc. Employees' Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $762K in the plan year 2023 filing.
  • Umpco, Inc. Employees' Pension Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Umpco, Inc. Employees' Pension Plan reported participants fell from 92 in the plan year 2022 filing to 88 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952431216 · Umpco, Inc PY 2023 · Defined Benefit (Pension)

Umpco, Inc. Employees' Pension Plan · $7M · 88 · 51st

  • BOOK $7M
  • VS-ST 88
  • BOY 51st
  • SCH Defined Benefit (Pension)
  • EBSA near Community Memorial Hospital, Inc. Retirement Income Plan
  • PART ind #6510

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 California →

Umpco, Inc. Employees' Pension Plan in the asset neighbourhood

Pollard (U.S.) Ltd. Service Related Pension PlanPollard (U.S.) Ltd. Service …$7MColorado Cement Masons Pension Trust FundColorado Cement Masons Pensi…$7MHollidaysburg Retirement Plan$7MUmpco, Inc. Employees' Pension PlanUmpco, Inc. Employees' Pensi…$7MCommunity Memorial Hospital, Inc. Retirement Income PlanCommunity Memorial Hospital,…$7M
End-of-year total assets ($M) among Umpco, Inc. Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Umpco, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Umpco, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 19.296634750661624% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.12M $7.3M ▲ +19.3%
Year Plans Participants Total Assets
2022 1 92 $6M
2023 1 88 $7M
2024 1 96 $7M

Umpco, Inc filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$762K
Employer EIN952431216
Plan Effective Date1974-08-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Umpco, Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Umpco, Inc. Employees' Pension Plan, Total assets ($B): 0.006877894 · Participants: 88Umpco, Inc. Employees' Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Umpco, Inc. Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Umpco, Inc. Employees' Pension Plan side-by-side with 3 peers →

Umpco, Inc. Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Community Memorial Hospital, Inc. Retirement Income Plan in NY ($7M); by covered participants it is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 Umpco, Inc. Employees' Pension Plan assets move in 2023? ▼
Umpco, Inc. Employees' Pension Plan grew at a solid clip - up 12.5% during 2023, from $6M to $7M. Reported net income was $762K.
How have Umpco, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umpco, Inc's sponsor-wide assets grew 19.3%, from $6M to $7M.
Which Defined Benefit (Pension) plans are similar in size to Umpco, Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Community Memorial Hospital, Inc. Retirement Income Plan in NY ($7M, 93 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Umpco, Inc. Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Isabella Bank Corporation Employee Retirement Plan in MI (88 participants, $7M 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 952431216.

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.