401(k) · DOL Form 5500 · 2023

Carl Buddig and Company 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,714
Participants Near avg headcount
78th
Percentile by assets National rank
$16,142
Avg per participant Low balance/head
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Official DOL plan name: Carl Buddig and Company Union Employee Deferred Benefit Plan · Sponsored by Carl Buddig and Company · Illinois · Manufacturing

$28M in assets, 1,714 participants

Carl Buddig and Company's Carl Buddig and Company Union Employee Deferred Benefit Plan reported $28M in total assets and 1,714 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,016 in Manufacturing (18,722 peers)

Coverage in Illinois

Carl Buddig and Company Union Employee Deferred Benefit Plan covers 1,714 participants in Illinois, 2.2x the typical Illinois plan (state average ~779 per filing). Assets: $28M.

#13,016
in Manufacturing (18,722 peers)
+12.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Carl Buddig and Company Union Employee Deferred Benefit Plan's outsized position by total assets

Carl Buddig and Company Union Employee Deferred Benefit Plan vs every filed plan by assets

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

$27,667,123 Top 22% higher than 78% 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

Carl Buddig and Company Union Employee Deferred Benefit Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carl Buddig and Company Union Employee Deferred Benefit Plan lands in the large band (1,714 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carl Buddig and Company Union Employee Deferred Benefit Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Carl Buddig and Company Union Employee Deferred Benefit Plan reported participants rose from 1,340 in the plan year 2022 filing to 1,714 in the plan year 2023 filing.
  • Carl Buddig and Company Union Employee Deferred Benefit Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 362169888 · Carl Buddig and Company PY 2023 · 401(k)

Carl Buddig and Company Union Employee Deferred Benefit Plan · $28M · 1,714 · 78th

  • VS-ST $28M
  • BOY 1,714
  • SCH 78th
  • EBSA 401(k)
  • PART near Optimax Systems, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #13016

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 Illinois →

Carl Buddig and Company Union Employee Deferred Benefit Plan in the asset neighbourhood

Carl Buddig and Company Union Employee Deferred Benefit PlanCarl Buddig and Company Unio…$28MOptimax Systems, Inc. 401(k) Profit Sharing PlanOptimax Systems, Inc. 401(k)…$28MExotic Rubber & Plastics Corp. 401(k) PlanExotic Rubber & Plastics Cor…$28MUS Conec Investment Plan$28MExagrid Systems, Inc. 401(k) PlanExagrid Systems, Inc. 401(k)…$28M
End-of-year total assets ($M) among Carl Buddig and Company Union Employee Deferred Benefit Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN362169888
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carl Buddig and Company)

Sponsor-wide plan assets over time

All Carl Buddig and Company plans reported in each filing year

Latest sponsor-wide plan assets
$154M 31.6101954096144% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $117M $154M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 2,087 $117M
2023 2 2,450 $135M
2024 2 2,317 $154M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Carl Buddig and Company Union Employee Deferred Benefit Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Carl Buddig and Company Union Employee Deferred Benefit Plan, Total assets ($B): 0.027667123 · Participants: 1714Carl Buddig and Company Union Employee Deferred Benefit PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Carl Buddig and Company Union Employee Deferred Benefit Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Carl Buddig and Company Union Employee Deferred Benefit Plan side-by-side with 3 peers →

Carl Buddig and Company Union Employee Deferred Benefit Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Optimax Systems, Inc. 401(k) Profit Sharing Plan in NY ($28M); by covered participants it is The 401(k) Plan - Americo, Crl & Ipfs in MO (1,714 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,714 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 Carl Buddig and Company Union Employee Deferred Benefit Plan assets move in 2023? ▼
Carl Buddig and Company Union Employee Deferred Benefit Plan grew at a solid clip - up 12.8% during 2023, from $25M to $28M. Reported net income was $3M.
How have Carl Buddig and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carl Buddig and Company's sponsor-wide assets grew 31.6%, from $117M to $154M.
Where does Carl Buddig and Company Union Employee Deferred Benefit Plan rank by assets among Form 5500 filers? ▼
Carl Buddig and Company Union Employee Deferred Benefit Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Carl Buddig and Company Union Employee Deferred Benefit Plan? ▼
Among 401(k) plans in other states, the closest by assets is Optimax Systems, Inc. 401(k) Profit Sharing Plan in NY ($28M, 443 participants).
Which 401(k) plans cover a similar participant headcount to Carl Buddig and Company Union Employee Deferred Benefit Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The 401(k) Plan - Americo, Crl & Ipfs in MO (1,714 participants, $236M 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 362169888.

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.