Defined Benefit (Pension) · DOL Form 5500 · 2023
New Berry, Inc. Pension Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- N/A
- Participants Small participant base
- 27th
- Percentile by assets National rank
Official DOL plan name: Ideal Roller Company Retirement Plan for Factory Employees · Sponsored by New Berry, Inc. · Pennsylvania · Manufacturing
$1M in assets, N/A participants
New Berry, Inc.'s Ideal Roller Company Retirement Plan for Factory Employees reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.
- #2,331 in Manufacturing (18,722 peers)
2023 asset change
Ideal Roller Company Retirement Plan for Factory Employees grew at a solid clip 11.6% in 2023 ($1M → $1M) for N/A participants.
- #2,331
- in Manufacturing (18,722 peers)
- +11.6%
- assets growth YoY
Ideal Roller Company Retirement Plan for Factory Employees among the smaller filed plans by assets
Ideal Roller Company Retirement Plan for Factory Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,441,918 27th percentile higher than 27% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Filed plans by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ideal Roller Company Retirement Plan for Factory Employees reported net income rose from -$485K in the plan year 2022 filing to $148K in the plan year 2023 filing.
- Ideal Roller Company Retirement Plan for Factory Employees end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 953874528 · New Berry, Inc. PY 2023 · Defined Benefit (Pension)
Ideal Roller Company Retirement Plan for Factory Employees · $1M · N/A · 27th
- BOOK $1M
- BOOK N/A
- BOOK 27th
- BOOK Defined Benefit (Pension)
- BOOK near Farbman Pension Plan
- BOOK ind #2331
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 Pennsylvania →
Ideal Roller Company Retirement Plan for Factory Employees in the asset neighbourhood
New Berry, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All New Berry, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 8.195955965187137% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $11M |
| 2023 | 2 | 2 | $12M |
| 2024 | 2 | 1 | $12M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $148K |
| Employer EIN | 953874528 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Ideal Roller Company Retirement Plan for Factory Employees's closest out-of-state Defined Benefit (Pension) peers by assets
Outside Pennsylvania, the nearest Defined Benefit (Pension) by end-of-year assets is Farbman Pension Plan in FL at $1M (this filing: $1M).
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.