Defined Benefit (Pension) · DOL Form 5500 · 2023

Hni Corporation Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
N/A
Participants Small participant base
47th
Percentile by assets National rank
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Official DOL plan name: Corry Jamestown and Holga Pension Plan B · Sponsored by Hni Corporation · Iowa · Manufacturing

$6M in assets, N/A participants

Hni Corporation's Corry Jamestown and Holga Pension Plan B reported $6M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,736 in Manufacturing (18,722 peers)

Hni Corporation multi-year trail

Hni Corporation's plans moved +63.5% in assets from 2022 to 2024; this filing shows Corry Jamestown and Holga Pension Plan B at $6M / N/A participants.

#5,736
in Manufacturing (18,722 peers)
-1.7%
assets change YoY

The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Corry Jamestown and Holga Pension Plan B's mid-pack asset rank among Manufacturing and all filers

Corry Jamestown and Holga Pension Plan B vs every filed plan by assets

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

$5,760,090 47th percentile higher than 47% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Corry Jamestown and Holga Pension Plan B reported net income rose from -$3M in the plan year 2022 filing to -$101K in the plan year 2023 filing.
  • Corry Jamestown and Holga Pension Plan B end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420617510 · Hni Corporation PY 2023 · Defined Benefit (Pension)

Corry Jamestown and Holga Pension Plan B · $6M · N/A · 47th

  • PHOTO $6M
  • IND N/A
  • EOY 47th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Western Quality Foods, L.C. Retirement Plan
  • PCT ind #5736

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 Iowa →

Corry Jamestown and Holga Pension Plan B in the asset neighbourhood

Retirement Plan for Employees of Sid W. Richardson FoundationRetirement Plan for Employee…$6MCorry Jamestown and Holga Pension Plan BCorry Jamestown and Holga Pe…$6MWestern Quality Foods, L.C. Retirement PlanWestern Quality Foods, L.C. …$6MSovereign Partners, LLC Defined Benefit PlanSovereign Partners, LLC Defi…$6MWhitaker Bank Corporation of Kentucky Defined Benefit PlanWhitaker Bank Corporation of…$6M
End-of-year total assets ($M) among Corry Jamestown and Holga Pension Plan B and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hni Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Hni Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 63.52361659829835% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $0.9B $1.47B ▲ +63.3%
Year Plans Participants Total Assets
2022 2 6,844 $901M
2023 2 6,526 $1.0B
2024 2 5,550 $1.5B

Hni Corporation filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$101K
Employer EIN420617510
Plan Effective Date1973-12-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Iowa

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

Corry Jamestown and Holga Pension Plan B vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Corry Jamestown and Holga Pension Plan B, Total assets ($B): 0.00576009 · Participants: 0Corry Jamestown and Holga Pension Plan BTransamerica Pension Plan, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.297274074 · Participants: 1474Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Corry Jamestown and Holga Pension Plan B vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants
Compare Corry Jamestown and Holga Pension Plan B side-by-side with 3 peers →

Corry Jamestown and Holga Pension Plan B's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Iowa, the nearest Defined Benefit (Pension) by end-of-year assets is Western Quality Foods, L.C. Retirement Plan in CA at $6M (this filing: $6M).

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 Corry Jamestown and Holga Pension Plan B assets move in 2023? ▼
Corry Jamestown and Holga Pension Plan B edged down modestly - down 1.7% during 2023, from $6M to $6M. Reported net income was -$101K.
How have Hni Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hni Corporation's sponsor-wide assets grew 63.5%, from $901M to $1.5B.
Which Defined Benefit (Pension) plans are similar in size to Corry Jamestown and Holga Pension Plan B? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Western Quality Foods, L.C. Retirement Plan in CA ($6M, 67 participants).

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 420617510.

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.