Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

WAUPACA FOUNDRY, INC

This Defined Benefit (Pension) plan holds $97M in total assets and serves 237 participants as of 2023. It is sponsored by WAUPACA FOUNDRY, INC in Wisconsin. The plan reported positive net income of $19M for the year.

Total Assets (2023)
$97M
Participants
237
State
Industry
Manufacturing

What the Filing Says About WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN

WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by WAUPACA FOUNDRY, INC, headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $97M in total end-of-year assets and covers 237 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 390880924, and the plan has been effective since 1962-03-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $79M at the beginning of 2023 to $97M at year-end — a gain of 23.7%. Net assets (after liabilities) closed the year at $96M, with reported net income of $19M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$79M
Total Assets (End of Year)$97M
Net Assets (End of Year)$96M
Net Income$19M
Plan TypeDefined Benefit (Pension)
Employer EIN390880924
Plan Effective Date1962-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (WAUPACA FOUNDRY, INC)

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.

Frequently Asked Questions

How much money is in the WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN?
As of the 2023 Form 5500 filing, WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN holds $97M in total assets with 237 participants. It is sponsored by WAUPACA FOUNDRY, INC.
What type of plan is WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN?
WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1962-03-31. The plan is filed with the U.S. Department of Labor under EIN 390880924.
Who sponsors the WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN?
WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN is sponsored by WAUPACA FOUNDRY, INC, located in Wisconsin. The sponsor's EIN is 390880924 and the plan operates in the Manufacturing industry.
How did WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN perform in 2023?
WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN grew by 23.7% during 2023, moving from $79M to $97M in total assets. Net income was $19M.
Where can I find official filings for WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN?
Official Form 5500 filings for WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390880924 or plan name at efast.dol.gov.
How does WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN compare to other plans?
You can compare WAUPACA FOUNDRY, INC. SALARIED EMPLOYEES PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.