Money Purchase · DOL Form 5500 · 2023

Tootsie Roll Industries, LLC Money Purchase Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
216
Participants Below avg headcount
86th
Percentile by assets National rank
$242,246
Avg per participant Above avg balance/head
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Official DOL plan name: Tootsie Roll Industries, LLC Employees Pension Plan · Sponsored by Tootsie Roll Industries, LLC · Illinois · Manufacturing

$52M in assets, 216 participants

Tootsie Roll Industries, LLC's Tootsie Roll Industries, LLC Employees Pension Plan reported $52M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,926 in Manufacturing (18,722 peers)

Coverage in Illinois

Tootsie Roll Industries, LLC Employees Pension Plan covers 216 participants in Illinois, about 28% of the average Illinois filer (state average ~779 per filing). Assets: $52M.

#14,926
in Manufacturing (18,722 peers)
+11.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Tootsie Roll Industries, LLC Employees Pension Plan's outsized position by total assets

Tootsie Roll Industries, LLC Employees Pension Plan vs every filed plan by assets

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

$52,325,079 Top 14% higher than 86% 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

Tootsie Roll Industries, LLC Employees 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. Tootsie Roll Industries, LLC Employees Pension Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tootsie Roll Industries, LLC Employees Pension Plan reported net income rose from -$11M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Tootsie Roll Industries, LLC Employees Pension Plan end-of-year assets rose from $47M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • Tootsie Roll Industries, LLC Employees Pension Plan reported participants rose from 198 in the plan year 2022 filing to 216 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 221318955 · Tootsie Roll Industries, LLC PY 2023 · Money Purchase

Tootsie Roll Industries, LLC Employees Pension Plan · $52M · 216 · 86th

  • BOOK $52M
  • BOOK 216
  • BOOK 86th
  • BOOK Money Purchase
  • BOOK near Kaiser Permanente Northwest Supplemental Retirement Plan
  • BOOK ind #14926

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 →

Tootsie Roll Industries, LLC Employees Pension Plan in the asset neighbourhood

IBEW Local 13 Retirement Plan$53MPlumbers & Steamfitters Union Local No. 10 Individual Account PlanPlumbers & Steamfitters Unio…$52MLaborers Local 235 Annuity FundLaborers Local 235 Annuity F…$52MKaiser Permanente Northwest Supplemental Retirement PlanKaiser Permanente Northwest …$52MTootsie Roll Industries, LLC Employees Pension PlanTootsie Roll Industries, LLC…$52M
End-of-year total assets ($M) among Tootsie Roll Industries, LLC Employees Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$52M
Net Income$6M
Employer EIN221318955
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tootsie Roll Industries, LLC)

Sponsor-wide plan assets over time

All Tootsie Roll Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$151M 27.007977211010815% vs 2022
2024 filing year
$110M$120M$130M$140M$150M$160M 202220232024 $119M $151M ▲ +27.0%
Year Plans Participants Total Assets
2022 3 507 $119M
2023 3 855 $135M
2024 3 836 $151M

Nearby Money Purchase Plans in Illinois

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Tootsie Roll Industries, LLC Employees Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 0200400600800 Total assets ($M) Participants Tootsie Roll Industries, LLC Employees Pension Plan, Total assets ($M): 52.325079 · Participants: 216Tootsie Roll Industries, LLC Employees Pension PlanRetirement Plan for Employees of Fermi Research Alliance, LLC, Total assets ($M): 750.948481 · Participants: 1685Retirement Plan for Employees of Fermi Research Alliance, LLCNECA-IBEW Local 176 Pension Trust Fund, Total assets ($M): 677.825728 · Participants: 2263NECA-IBEW Local 176 Pension Trust FundNECA-IBEW Local 364 Defined Contribution Plan, Total assets ($M): 467.762197 · Participants: 763NECA-IBEW Local 364 Defined Contribution PlanInternational Association of Heat and Frost Insulators Local 17 Annuity Fund, Total assets ($M): 193.857812 · Participants: 1187International Association of Heat and Frost Insulators Local 17 Annuity FundSheet Metal Workers Local 219 Retirement Savings Fund, Total assets ($M): 183.62372 · Participants: 907Sheet Metal Workers Local 219 Retirement Savings Fund
Tootsie Roll Industries, LLC Employees Pension Plan vs. nearby Money Purchase plans in Illinois, assets vs. participants

Tootsie Roll Industries, LLC Employees Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Illinois, the nearest Money Purchase by assets is Kaiser Permanente Northwest Supplemental Retirement Plan in CA ($52M); by covered participants it is Bolivar County Headstart Retirement Program in MS (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Tootsie Roll Industries, LLC Employees Pension Plan assets move in 2023?
Tootsie Roll Industries, LLC Employees Pension Plan grew at a solid clip - up 11.8% during 2023, from $47M to $52M. Reported net income was $6M.
How have Tootsie Roll Industries, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Tootsie Roll Industries, LLC's sponsor-wide assets grew 27.0%, from $119M to $151M.
Where does Tootsie Roll Industries, LLC Employees Pension Plan rank by assets among Form 5500 filers?
Tootsie Roll Industries, LLC Employees Pension Plan ranks in the 86th 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 Money Purchase plans are similar in size to Tootsie Roll Industries, LLC Employees Pension Plan?
Among Money Purchase plans in other states, the closest by assets is Kaiser Permanente Northwest Supplemental Retirement Plan in CA ($52M, 387 participants).
Which Money Purchase plans cover a similar participant headcount to Tootsie Roll Industries, LLC Employees Pension Plan?
Among Money Purchase plans in other states, the closest by covered participants is Bolivar County Headstart Retirement Program in MS (216 participants, $10M in assets).