Defined Benefit (Pension) · DOL Form 5500 · 2023
York International Corporation Pension Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 68th
- Percentile by assets National rank
- $112,021
- Avg per participant Below avg balance/head
Official DOL plan name: York International Corporation Pension Plan Number Fifteen · Sponsored by York International Corporation · Wisconsin · Manufacturing
$15M in assets, 137 participants
York International Corporation's York International Corporation Pension Plan Number Fifteen reported $15M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #10,516 in Manufacturing (18,722 peers)
Coverage in Wisconsin
York International Corporation Pension Plan Number Fifteen covers 137 participants in Wisconsin, about 24% of the average Wisconsin filer (state average ~563 per filing). Assets: $15M.
- #10,516
- in Manufacturing (18,722 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
York International Corporation Pension Plan Number Fifteen's outsized position by total assets
York International Corporation Pension Plan Number Fifteen vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,346,910 Top 32% higher than 68% 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
York International Corporation Pension Plan Number Fifteen 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. York International Corporation Pension Plan Number Fifteen sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- York International Corporation Pension Plan Number Fifteen reported net income rose from -$7M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- York International Corporation Pension Plan Number Fifteen reported participants fell from 163 in the plan year 2022 filing to 137 in the plan year 2023 filing.
- York International Corporation Pension Plan Number Fifteen end-of-year assets fell from $18M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133473472 · York International Corporation PY 2023 · Defined Benefit (Pension)
York International Corporation Pension Plan Number Fifteen · $15M · 137 · 68th
- EIN $15M
- RANK 137
- PHOTO 68th
- IND Defined Benefit (Pension)
- EOY near Pension Retirement Plan for the Employees of Robert W. Woodruff Arts Center
- 5500 ind #10516
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 →
York International Corporation Pension Plan Number Fifteen in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$3M |
| Employer EIN | 133473472 |
| Plan Effective Date | 1966-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (York International Corporation)
Sponsor-wide plan assets over time
All York International Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 21.442132920820494% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 163 | $18M |
| 2023 | 1 | 137 | $15M |
| 2024 | 1 | 110 | $14M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
York International Corporation Pension Plan Number Fifteen's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Pension Retirement Plan for the Employees of Robert W. Woodruff Arts Center in GA ($15M); by covered participants it is Wcirb of California Retirement Plan in CA (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Pension Retirement Plan for the Employees of Robert W. Woodruff Arts Center (GA) $15M · 48
- Tacoma Millmen's Pension Plan (OR) $15M · 39
- Retirement Security Plan of Womble Bond Dickinson (US), LLP - Plan B (NC) $15M · 172
- Retirement Security Plan of Womble Bond Dickinson (US), LLP - Plan a (NC) $15M · 172
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Wcirb of California Retirement Plan (CA) 137 · 0 off
- Commonwealth Credit Union Pension Plan (KY) 137 · 0 off
- Entergy Corporation Retirement Plan II for Bargaining Employees (LA) 137 · 0 off
- Haworth Hourly Pension Plan (MI) 137 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.