Defined Benefit (Pension) · DOL Form 5500 · 2023
New Berry, Inc. Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $5.5M
- Avg per participant High balance/head
Official DOL plan name: The Consolidated Allagash Pension Plan · Sponsored by New Berry, Inc. · Pennsylvania · Manufacturing
$11M in assets, 2 participants
New Berry, Inc.'s The Consolidated Allagash Pension Plan reported $11M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.
- #8,869 in Manufacturing (18,722 peers)
2023 asset change
The Consolidated Allagash Pension Plan grew at a solid clip 8.5% in 2023 ($10M → $11M) for 2 participants.
- #8,869
- in Manufacturing (18,722 peers)
- +8.5%
- assets growth YoY
The Consolidated Allagash Pension Plan's mid-pack asset rank among Manufacturing and all filers
The Consolidated Allagash Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,022,486 Top 39% higher than 61% 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
The Consolidated Allagash Pension Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Consolidated Allagash Pension Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Consolidated Allagash Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $862K in the plan year 2023 filing.
- The Consolidated Allagash Pension Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 953874528 · New Berry, Inc. PY 2023 · Defined Benefit (Pension)
The Consolidated Allagash Pension Plan · $11M · 2 · 61st
- VS-ST $11M
- VS-ST 2
- VS-ST 61st
- VS-ST Defined Benefit (Pension)
- VS-ST near The Vindicator Consolidated Pension Plan
- VS-ST ind #8869
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 Pennsylvania →
The Consolidated Allagash Pension Plan in the asset neighbourhood
New Berry, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All New Berry, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 8.195955965187137% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2 | $11M |
| 2023 | 2 | 2 | $12M |
| 2024 | 2 | 1 | $12M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $862K |
| Employer EIN | 953874528 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
The Consolidated Allagash Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Vindicator Consolidated Pension Plan in OH ($11M); 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 ($11M here).
- The Vindicator Consolidated Pension Plan (OH) $11M · N/A
- Ret Plan of the Norwich Free Academy Staff in Pentegra Ret Trust (CT) $11M · 79
- Retirement Plan for Employees of Mary Cariola Children's Center, Inc. (NY) $11M · 61
- United Hardware Distributing Co. Non-Union Employees' Pension Plan and Trust (MN) $11M · 86
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.