Defined Benefit (Pension) · DOL Form 5500 · 2023
Unit Drop Forge Co., Inc. Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $374,674
- Avg per participant High balance/head
Official DOL plan name: Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees · Sponsored by Unit Drop Forge Co., Inc. · Wisconsin · Manufacturing
$12M in assets, 31 participants
Unit Drop Forge Co., Inc.'s Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees reported $12M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #9,138 in Manufacturing (18,722 peers)
What the 2023 filing shows
Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees holds $12M for 31 participants - about $374,674 per participant, above the median plan by assets.
- #9,138
- in Manufacturing (18,722 peers)
- +7.5%
- assets growth YoY
Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees's mid-pack asset rank among Manufacturing and all filers
Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,614,881 Top 38% higher than 62% 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
Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees reported net income rose from -$3M in the plan year 2022 filing to $806K in the plan year 2023 filing.
- Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 391316139 · Unit Drop Forge Co., Inc. PY 2023 · Defined Benefit (Pension)
Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees · $12M · 31 · 62nd
- RANK $12M
- PHOTO 31
- IND 62nd
- EOY Defined Benefit (Pension)
- 5500 near Liberty Petroleum Corporation Defined Benefit Pension Plan
- ASSETS ind #9138
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 →
Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $806K |
| Employer EIN | 391316139 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Unit Drop Forge Co., Inc.)
Sponsor-wide plan assets over time
All Unit Drop Forge Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 5.6547240732671495% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 31 | $11M |
| 2023 | 1 | 31 | $12M |
| 2024 | 1 | 30 | $11M |
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
Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Liberty Petroleum Corporation Defined Benefit Pension Plan in NY ($12M); by covered participants it is Terminal Railroad Association of St. Louis Pension Plan for Nonschedule Employees in MO (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Liberty Petroleum Corporation Defined Benefit Pension Plan (NY) $12M · 3
- America's Credit Union, a Federal Credit Union Defined Benefit Pension Plan and Trust (WA) $12M · 110
- Teamsters Local Union No. 134 Pension & Death Benefit Plan (NJ) $12M · 7
- The New York Community Hospital of Brooklyn, Inc. Employees' Pension Plan (NY) $12M · 70
Similar participant headcount
Nearest other-state filings by covered participants (31 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.