Defined Benefit (Pension) · DOL Form 5500 · 2023

Union Storage & Transfer Co Pension Plan

Data updated 2026-08-25

$609K
Total assets Small plan by assets: 2
Participants Small participant base: 20th
Percentile by assets National rank: $304,687
Avg per participant High balance/head

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Official DOL plan name: Pension Plan for Employees of Union Storage & Transfer Company · Sponsored by Union Storage & Transfer Co · North Dakota · Transportation & Warehousing

$609K in assets, 2 participants

Union Storage & Transfer Co's Pension Plan for Employees of Union Storage & Transfer Company reported $609K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

#679 in Transportation & Warehousing (3,362 peers)

Union Storage & Transfer Co multi-year trail

Union Storage & Transfer Co's plans moved +12.2% in assets from 2022 to 2023; this filing shows Pension Plan for Employees of Union Storage & Transfer Company at $609K / 2 participants.

#679
in Transportation & Warehousing (3,362 peers): +12.2%
assets growth YoY

Pension Plan for Employees of Union Storage & Transfer Company among the smaller filed plans by assets

Pension Plan for Employees of Union Storage & Transfer Company vs every filed plan by assets

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

$609,373 20th percentile higher than 20% 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

Pension Plan for Employees of Union Storage & Transfer Company among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Employees of Union Storage & Transfer Company is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Pension Plan for Employees of Union Storage & Transfer Company reported net income rose from -$116K in the plan year 2022 filing to $66K in the plan year 2023 filing.
Pension Plan for Employees of Union Storage & Transfer Company end-of-year assets rose from $543K in the plan year 2022 filing to $609K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 450205050 · Union Storage & Transfer Co PY 2023 · Defined Benefit (Pension)

Pension Plan for Employees of Union Storage & Transfer Company · $609K · 2 · 20th

EIN $609K
EIN 2
EIN 20th
EIN Defined Benefit (Pension)
EIN near Mercy Health & Rehabilitation Center Group Annuity Plan
EIN ind #679

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 Transportation & Warehousing retirement plans → · Plans in North Dakota →

End-of-year total assets ($M) among Pension Plan for Employees of Union Storage & Transfer Company and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Union Storage & Transfer Co multi-year asset trail

Latest sponsor-wide plan assets: $609K 12.206443962421881% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$543K
2023	1	2	$609K

Union Storage & Transfer Co filing trail (2023)

Total Assets (Beginning of Year)	$543K
Net Assets (End of Year)	$609K
Net Income	$66K
Employer EIN	450205050
Plan Effective Date	1957-12-28
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in North Dakota

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

Pension Plan for Employees of Union Storage & Transfer Company vs. nearby Defined Benefit (Pension) plans in North Dakota, assets vs. participants

Clark Equipment Company Retirement Plan (Plan 50) $106M · 134
Clark Equipment Company - Melroe Division, Gwinner, Nd Plant Hourly-Rate Employees' Pension Plan $104M · 1,028
Mdu Resources Group, Inc. Pension Plan for Non-Bargaining Unit Employees $98M · 137
Altru Health System Cash Balance Plan $92M · 1,417
Doosan Pension Plan Number One $59M · 420

Compare Pension Plan for Employees of Union Storage & Transfer Company side-by-side with 3 peers →

Pension Plan for Employees of Union Storage & Transfer Company's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Dakota, the nearest Defined Benefit (Pension) by assets is Mercy Health & Rehabilitation Center Group Annuity Plan in NY ($609K); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($609K here).

Mercy Health & Rehabilitation Center Group Annuity Plan (NY) $609K · 22
Expert Solutions Insurance Brokerage Cash Balance Plan (NY) $610K · 6
The Kendal Corporation Pension Plan (DE) $607K · 536
Genesis Healthcare System Employee's Retirement Plan (OH) $605K · 631

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Lipsius-Benhaim Law LLP Cash Balance Plan (NY) 2 · 0 off
Baby Dream LLC Defined Benefit Pension Plan (CA) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
Mck Healthy Environment International Inc. Defined Benefit Plan (CA) 2 · 0 off

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 Pension Plan for Employees of Union Storage & Transfer Company assets move in 2023? ▼

Pension Plan for Employees of Union Storage & Transfer Company grew at a solid clip - up 12.2% during 2023, from $543K to $609K. Reported net income was $66K.

How have Union Storage & Transfer Co plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Union Storage & Transfer Co's sponsor-wide assets grew 12.2%, from $543K to $609K.

Where does Pension Plan for Employees of Union Storage & Transfer Company rank by assets among Form 5500 filers? ▼

Pension Plan for Employees of Union Storage & Transfer Company ranks in the 20th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of Union Storage & Transfer Company? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Mercy Health & Rehabilitation Center Group Annuity Plan in NY ($609K, 22 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Employees of Union Storage & Transfer Company? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 450205050.