Defined Benefit (Pension) · DOL Form 5500 · 2023
Borregaard USA, Inc. Pension Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 47
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $943,514
- Avg per participant High balance/head
Official DOL plan name: Borregaard USA, Inc. Pension Plan · Sponsored by Borregaard USA, Inc. · Wisconsin · Manufacturing
$44M in assets, 47 participants
Borregaard USA, Inc.'s Borregaard USA, Inc. Pension Plan reported $44M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #14,484 in Manufacturing (18,722 peers)
Where Borregaard USA, Inc. Pension Plan sits by assets
Borregaard USA, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $44M for 47 participants (~$943,514/participant), up 6.6% in 2023.
- #14,484
- in Manufacturing (18,722 peers)
- +6.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Borregaard USA, Inc. Pension Plan's outsized position by total assets
Borregaard USA, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,345,140 Top 16% higher than 84% 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
Borregaard USA, Inc. Pension 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. Borregaard USA, Inc. Pension Plan is a small filing (47 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Borregaard USA, Inc. Pension Plan reported net income rose from -$19M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Borregaard USA, Inc. Pension Plan reported participants fell from 60 in the plan year 2022 filing to 47 in the plan year 2023 filing.
- Borregaard USA, Inc. Pension Plan end-of-year assets rose from $42M in the plan year 2022 filing to $44M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391420133 · Borregaard USA, Inc. PY 2023 · Defined Benefit (Pension)
Borregaard USA, Inc. Pension Plan · $44M · 47 · 84th
- SCH $44M
- SCH 47
- SCH 84th
- SCH Defined Benefit (Pension)
- SCH near Jal Pension Plan for Employees in the U.S.a.
- SCH ind #14484
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 Wisconsin →
Borregaard USA, Inc. Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $3M |
| Employer EIN | 391420133 |
| Plan Effective Date | 1983-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Borregaard USA, Inc.)
Sponsor-wide plan assets over time
All Borregaard USA, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 13.195432986873055% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 60 | $42M |
| 2023 | 1 | 47 | $44M |
| 2024 | 1 | 42 | $47M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Borregaard USA, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Jal Pension Plan for Employees in the U.S.a. in CA ($44M); by covered participants it is First Federal Savings Bank Defined Benefit Plan in IN (47 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
Similar participant headcount
Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.
- First Federal Savings Bank Defined Benefit Plan (IN) 47 · 0 off
- Star Manufacturing Salaried & Non-Union Hourly Employees Defined Benefit Pension Plan (TN) 47 · 0 off
- The Gradall Company Employees' Retirement Plan (TX) 47 · 0 off
- The Retirement Plan for Employees of the Estate of Thomas O'connor (TX) 47 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.