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
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
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.
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
Illinois filing particulars
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $52M |
| Net Income | $6M |
| Employer EIN | 221318955 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING 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
| 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.
- Retirement Plan for Employees of Fermi Research Alliance, LLC $751M · 1,685
- NECA-IBEW Local 176 Pension Trust Fund $678M · 2,263
- NECA-IBEW Local 364 Defined Contribution Plan $468M · 763
- International Association of Heat and Frost Insulators Local 17 Annuity Fund $194M · 1,187
- Sheet Metal Workers Local 219 Retirement Savings Fund $184M · 907
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($52M here).
- Kaiser Permanente Northwest Supplemental Retirement Plan (CA) $52M · 387
- Laborers Local 235 Annuity Fund (NY) $52M · 2,551
- Plumbers & Steamfitters Union Local No. 10 Individual Account Plan (TN) $52M · 1,505
- IBEW Local 13 Retirement Plan (IA) $53M · 234
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.