Defined Benefit (Pension) · DOL Form 5500 · 2023

Castellini Company LLC Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
30
Participants Small participant base
59th
Percentile by assets National rank
$335,720
Avg per participant High balance/head
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Official DOL plan name: The Castellini Company Retirement Plan · Sponsored by Castellini Company LLC · Kentucky · Wholesale Trade

$10M in assets, 30 participants

Castellini Company LLC's The Castellini Company Retirement Plan reported $10M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,189 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

The Castellini Company Retirement Plan holds $10M for 30 participants - about $335,720 per participant, above the median plan by assets.

#3,189
in Wholesale Trade (6,309 peers)
+5.8%
assets growth YoY

The Castellini Company Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

The Castellini Company Retirement Plan vs every filed plan by assets

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

$10,071,596 Top 41% higher than 59% 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

The Castellini Company Retirement 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. The Castellini Company Retirement Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Castellini Company Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $549K in the plan year 2023 filing.
  • The Castellini Company Retirement Plan reported participants fell from 48 in the plan year 2022 filing to 30 in the plan year 2023 filing.
  • The Castellini Company Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 760720073 · Castellini Company LLC PY 2023 · Defined Benefit (Pension)

The Castellini Company Retirement Plan · $10M · 30 · 59th

  • SCH $10M
  • EBSA 30
  • PART 59th
  • TYPE Defined Benefit (Pension)
  • NET near Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan
  • BOOK ind #3189

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 Wholesale Trade retirement plans → · Plans in Kentucky →

The Castellini Company Retirement Plan in the asset neighbourhood

General Wire Spring Company Pension Plan for Bargaining Unit EmployeesGeneral Wire Spring Company …$10MB&g Foods Stoughton, Wisconsin Union Pension PlanB&g Foods Stoughton, Wiscons…$10MThe Castellini Company Retirement PlanThe Castellini Company Retir…$10MChevron Phillips Chemical Puerto Rico Core LLC Pension PlanChevron Phillips Chemical Pu…$10MEsl Federal Credit Union Pension PlanEsl Federal Credit Union Pen…$10M
End-of-year total assets ($M) among The Castellini Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$549K
Employer EIN760720073
Plan Effective Date1977-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Castellini Company LLC)

Sponsor-wide plan assets over time

All Castellini Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$64M 8.685060732832406% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $58.5M $63.6M ▲ +8.7%
Year Plans Participants Total Assets
2022 2 1,213 $58M
2023 2 2,254 $61M
2024 2 1,584 $64M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

The Castellini Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants The Castellini Company Retirement Plan, Total assets ($B): 0.010071596 · Participants: 30The Castellini Company Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
The Castellini Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare The Castellini Company Retirement Plan side-by-side with 3 peers →

The Castellini Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan in TX ($10M); by covered participants it is The M/a/R/C Group Pension Plan in NY (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 The Castellini Company Retirement Plan assets move in 2023? ▼
The Castellini Company Retirement Plan grew at a solid clip - up 5.8% during 2023, from $10M to $10M. Reported net income was $549K.
How have Castellini Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castellini Company LLC's sponsor-wide assets grew 8.7%, from $58M to $64M.
Which Defined Benefit (Pension) plans are similar in size to The Castellini Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Chevron Phillips Chemical Puerto Rico Core LLC Pension Plan in TX ($10M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Castellini Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The M/a/R/C Group Pension Plan in NY (30 participants, $20M 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 760720073.

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.