Defined Benefit (Pension) · DOL Form 5500 · 2023

Waupaca Foundry, Inc Pension Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
237
Participants Below avg headcount
91st
Percentile by assets National rank
$410,754
Avg per participant High balance/head
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Official DOL plan name: Waupaca Foundry, Inc. Salaried Employees Pension Plan · Sponsored by Waupaca Foundry, Inc · Wisconsin · Manufacturing

$97M in assets, 237 participants

Waupaca Foundry, Inc's Waupaca Foundry, Inc. Salaried Employees Pension Plan reported $97M in total assets and 237 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,206 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Waupaca Foundry, Inc. Salaried Employees Pension Plan covers 237 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $97M.

#16,206
in Manufacturing (18,722 peers)
+23.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Waupaca Foundry, Inc. Salaried Employees Pension Plan's outsized position by total assets

Waupaca Foundry, Inc. Salaried Employees Pension Plan vs every filed plan by assets

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

$97,348,753 Top 9% higher than 91% 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

Waupaca Foundry, Inc. Salaried 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. Waupaca Foundry, Inc. Salaried Employees Pension Plan sits mid-pack in the medium band (237 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Waupaca Foundry, Inc. Salaried Employees Pension Plan reported net income rose from -$12M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Waupaca Foundry, Inc. Salaried Employees Pension Plan end-of-year assets rose from $79M in the plan year 2022 filing to $97M in the plan year 2023 filing.
  • Waupaca Foundry, Inc. Salaried Employees Pension Plan reported participants fell from 292 in the plan year 2022 filing to 237 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390880924 · Waupaca Foundry, Inc PY 2023 · Defined Benefit (Pension)

Waupaca Foundry, Inc. Salaried Employees Pension Plan · $97M · 237 · 91st

  • PCT $97M
  • EIN 237
  • RANK 91st
  • PHOTO Defined Benefit (Pension)
  • IND near Atkore Union Pension Plan
  • EOY ind #16206

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 →

Waupaca Foundry, Inc. Salaried Employees Pension Plan in the asset neighbourhood

Alliance Coal, LLC & Aff. Pension Plan for Coal EmployeesAlliance Coal, LLC & Aff. Pe…$98MAtkore Union Pension Plan$97MWaupaca Foundry, Inc. Salaried Employees Pension PlanWaupaca Foundry, Inc. Salari…$97MGannett Fleming, Inc. Pension PlanGannett Fleming, Inc. Pensio…$97MFirstgroup America, Inc. Pension PlanFirstgroup America, Inc. Pen…$97M
End-of-year total assets ($M) among Waupaca Foundry, Inc. Salaried Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$96M
Net Income$19M
Employer EIN390880924
Plan Effective Date1962-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Waupaca Foundry, Inc)

Sponsor-wide plan assets over time

All Waupaca Foundry, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$702M 19.98856701447294% vs 2022
2024 filing year
$550M$600M$650M$700M$750M 202220232024 $585M $702M ▲ +20.0%
Year Plans Participants Total Assets
2022 2 4,209 $585M
2023 2 3,583 $662M
2024 2 3,607 $702M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Waupaca Foundry, Inc. Salaried Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Waupaca Foundry, Inc. Salaried Employees Pension Plan, Total assets ($B): 0.097348753 · Participants: 237Waupaca Foundry, Inc. Salaried Employees Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Waupaca Foundry, Inc. Salaried Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Waupaca Foundry, Inc. Salaried Employees Pension Plan side-by-side with 3 peers →

Waupaca Foundry, Inc. Salaried Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Atkore Union Pension Plan in IL ($97M); by covered participants it is Everest Reinsurance Retirement Plan in NJ (237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($97M here).

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Waupaca Foundry, Inc. Salaried Employees Pension Plan assets move in 2023? ▼
Waupaca Foundry, Inc. Salaried Employees Pension Plan grew sharply - up 23.7% during 2023, from $79M to $97M. Reported net income was $19M.
How have Waupaca Foundry, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Waupaca Foundry, Inc's sponsor-wide assets grew 20.0%, from $585M to $702M.
Where does Waupaca Foundry, Inc. Salaried Employees Pension Plan rank by assets among Form 5500 filers? ▼
Waupaca Foundry, Inc. Salaried Employees Pension Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Waupaca Foundry, Inc. Salaried Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Atkore Union Pension Plan in IL ($97M, 170 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Waupaca Foundry, Inc. Salaried Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Everest Reinsurance Retirement Plan in NJ (237 participants, $308M 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 390880924.

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.