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

UNION CARBIDE EMPLOYEES' PENSION PLAN

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

UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANY

This Defined Benefit (Pension) plan holds $2.4B in total assets and serves 1,775 participants as of 2023. It is sponsored by UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANY in Michigan. The plan reported a net loss of $305M for the year.

Total Assets (2023)
$2.4B
Participants
1,775
State
Industry
Manufacturing

What the Filing Says About UNION CARBIDE EMPLOYEES' PENSION PLAN

UNION CARBIDE EMPLOYEES' PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANY, headquartered in Michigan. As of the 2023 Form 5500 filing, the plan reports $2.4B in total end-of-year assets and covers 1,775 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 131421730, and the plan has been effective since 1937-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2.7B at the beginning of 2023 to $2.4B at year-end — a decline of 12.5%. Net assets (after liabilities) closed the year at $2.3B, with reported net income of $-305,360,703 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)$2.7B
Total Assets (End of Year)$2.4B
Net Assets (End of Year)$2.3B
Net Income$-305,360,703
Plan TypeDefined Benefit (Pension)
Employer EIN131421730
Plan Effective Date1937-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANY)

Year Plans Participants Total Assets
2022 1 1,772 $2.7B
2023 1 1,775 $2.4B
2024 2 1,941 $2.3B

Nearby Defined Benefit (Pension) Plans in Michigan

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

Frequently Asked Questions

How much money is in the UNION CARBIDE EMPLOYEES' PENSION PLAN?
As of the 2023 Form 5500 filing, UNION CARBIDE EMPLOYEES' PENSION PLAN holds $2.4B in total assets with 1,775 participants. It is sponsored by UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANY.
What type of plan is UNION CARBIDE EMPLOYEES' PENSION PLAN?
UNION CARBIDE EMPLOYEES' PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1937-07-01. The plan is filed with the U.S. Department of Labor under EIN 131421730.
Who sponsors the UNION CARBIDE EMPLOYEES' PENSION PLAN?
UNION CARBIDE EMPLOYEES' PENSION PLAN is sponsored by UNION CARBIDE CORPORATION C/O THE DOW CHEMICAL COMPANY, located in Michigan. The sponsor's EIN is 131421730 and the plan operates in the Manufacturing industry.
How did UNION CARBIDE EMPLOYEES' PENSION PLAN perform in 2023?
UNION CARBIDE EMPLOYEES' PENSION PLAN declined by 12.5% during 2023, moving from $2.7B to $2.4B in total assets. Net income was $-305,360,703.
Where can I find official filings for UNION CARBIDE EMPLOYEES' PENSION PLAN?
Official Form 5500 filings for UNION CARBIDE EMPLOYEES' PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131421730 or plan name at efast.dol.gov.
How does UNION CARBIDE EMPLOYEES' PENSION PLAN compare to other plans?
You can compare UNION CARBIDE EMPLOYEES' PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Michigan 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 131421730.

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.