Defined Benefit (Pension) · DOL Form 5500 · 2023

Caspari, Inc. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
90
Participants Small participant base
64th
Percentile by assets National rank
$146,321
Avg per participant Above avg balance/head
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Official DOL plan name: Caspari, Inc. Defined Benefit Pension Plan · Sponsored by Caspari, Inc. · Connecticut · Manufacturing

$13M in assets, 90 participants

Caspari, Inc.'s Caspari, Inc. Defined Benefit Pension Plan reported $13M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,767 in Manufacturing (18,722 peers)

Caspari, Inc. multi-year trail

Caspari, Inc.'s plans moved -25.3% in assets from 2022 to 2024; this filing shows Caspari, Inc. Defined Benefit Pension Plan at $13M / 90 participants.

#9,767
in Manufacturing (18,722 peers)
-1.2%
assets change YoY

The plan reported a net loss of $160K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Caspari, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Manufacturing and all filers

Caspari, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$13,168,913 Top 36% higher than 64% 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

Caspari, Inc. Defined Benefit 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. Caspari, Inc. Defined Benefit Pension Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caspari, Inc. Defined Benefit Pension Plan reported net income rose from -$1M in the plan year 2022 filing to -$160K in the plan year 2023 filing.
  • Caspari, Inc. Defined Benefit Pension Plan reported participants rose from 87 in the plan year 2022 filing to 90 in the plan year 2023 filing.
  • Caspari, Inc. Defined Benefit Pension Plan end-of-year assets fell from $13M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135568381 · Caspari, Inc. PY 2023 · Defined Benefit (Pension)

Caspari, Inc. Defined Benefit Pension Plan · $13M · 90 · 64th

  • NET $13M
  • NET 90
  • NET 64th
  • NET Defined Benefit (Pension)
  • NET near Heartland Coca-Cola Bargaining Employees' Pension Plan
  • NET ind #9767

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 Connecticut →

Caspari, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Timber Products Company Replacement Pension PlanTimber Products Company Repl…$13MCaspari, Inc. Defined Benefit Pension PlanCaspari, Inc. Defined Benefi…$13MHeartland Coca-Cola Bargaining Employees' Pension PlanHeartland Coca-Cola Bargaini…$13MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$13MLlflex Pension Plan for Hourly Employees of Louisville Laminating PlantLlflex Pension Plan for Hour…$13M
End-of-year total assets ($M) among Caspari, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Caspari, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Caspari, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 25.25728987094374% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $19.1M $14.3M ▼ -25.3%
Year Plans Participants Total Assets
2022 2 192 $19M
2023 1 90 $13M
2024 1 97 $14M

Caspari, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income-$160K
Employer EIN135568381
Plan Effective Date1967-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Caspari, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Caspari, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.013168913 · Participants: 90Caspari, Inc. Defined Benefit Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Caspari, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Caspari, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Heartland Coca-Cola Bargaining Employees' Pension Plan in KS ($13M); by covered participants it is Southwest Airlines Federal Credit Union Pension Plan in TX (90 participants). Same-state nearby plans are listed separately above.

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 Caspari, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Caspari, Inc. Defined Benefit Pension Plan edged down modestly - down 1.2% during 2023, from $13M to $13M. Reported net income was -$160K.
How have Caspari, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caspari, Inc.'s sponsor-wide assets declined 25.3%, from $19M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Caspari, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heartland Coca-Cola Bargaining Employees' Pension Plan in KS ($13M, 297 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Caspari, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwest Airlines Federal Credit Union Pension Plan in TX (90 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 135568381.

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.