Defined Benefit (Pension) · DOL Form 5500 · 2023

The Scott Fetzer Company Pension Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
308
Participants Below avg headcount
90th
Percentile by assets National rank
$254,374
Avg per participant Above avg balance/head
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Official DOL plan name: The Scott Fetzer Pension Plan · Sponsored by The Scott Fetzer Company · Ohio · Manufacturing

$78M in assets, 308 participants

The Scott Fetzer Company's The Scott Fetzer Pension Plan reported $78M in total assets and 308 participants in its 2023 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.

  • #15,813 in Manufacturing (18,722 peers)

Coverage in Ohio

The Scott Fetzer Pension Plan covers 308 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $78M.

#15,813
in Manufacturing (18,722 peers)
+5.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

The Scott Fetzer Pension Plan's outsized position by total assets

The Scott Fetzer Pension Plan vs every filed plan by assets

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

$78,347,119 Top 10% higher than 90% 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

The Scott Fetzer 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. The Scott Fetzer Pension Plan sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Scott Fetzer Pension Plan reported net income rose from -$30M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Scott Fetzer Pension Plan reported participants fell from 328 in the plan year 2022 filing to 308 in the plan year 2023 filing.
  • The Scott Fetzer Pension Plan end-of-year assets rose from $74M in the plan year 2022 filing to $78M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 470691256 · The Scott Fetzer Company PY 2023 · Defined Benefit (Pension)

The Scott Fetzer Pension Plan · $78M · 308 · 90th

  • RANK $78M
  • PHOTO 308
  • IND 90th
  • EOY Defined Benefit (Pension)
  • 5500 near Cubic Corporation Pension Plan
  • ASSETS ind #15813

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 Ohio →

The Scott Fetzer Pension Plan in the asset neighbourhood

Community First Credit Union Defined Benefit Plan and TrustCommunity First Credit Union…$78MCubic Corporation Pension PlanCubic Corporation Pension Pl…$78MThe Scott Fetzer Pension Plan$78MPlumbers & Pipefitters Local 152 Pension Tr FundPlumbers & Pipefitters Local…$78MEmployees' Retirement Plan of Bank of HawaiiEmployees' Retirement Plan o…$78M
End-of-year total assets ($M) among The Scott Fetzer Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$78M
Net Income$4M
Employer EIN470691256
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Scott Fetzer Company)

Sponsor-wide plan assets over time

All The Scott Fetzer Company plans reported in each filing year

Latest sponsor-wide plan assets
$84M 48.36966507080263% vs 2022
2024 filing year
$50M$100M$150M$200M 202220232024 $162M $83.9M ▼ -48.4%
Year Plans Participants Total Assets
2022 3 1,818 $162M
2023 3 1,754 $175M
2024 3 1,820 $84M

Nearby Defined Benefit (Pension) Plans in Ohio

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

The Scott Fetzer Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants The Scott Fetzer Pension Plan, Total assets ($B): 0.078347119 · Participants: 308The Scott Fetzer Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
The Scott Fetzer Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare The Scott Fetzer Pension Plan side-by-side with 3 peers →

The Scott Fetzer Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Cubic Corporation Pension Plan in CA ($78M); by covered participants it is The Jackson Lewis P.C. Cash Balance Plan II in NY (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 The Scott Fetzer Pension Plan assets move in 2023? ▼
The Scott Fetzer Pension Plan grew at a solid clip - up 5.6% during 2023, from $74M to $78M. Reported net income was $4M.
How have The Scott Fetzer Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Scott Fetzer Company's sponsor-wide assets declined 48.4%, from $162M to $84M.
Where does The Scott Fetzer Pension Plan rank by assets among Form 5500 filers? ▼
The Scott Fetzer Pension Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Scott Fetzer Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cubic Corporation Pension Plan in CA ($78M, 214 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Scott Fetzer Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Jackson Lewis P.C. Cash Balance Plan II in NY (308 participants, $30M 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 470691256.

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.