Defined Benefit (Pension) · DOL Form 5500 · 2023

Betz Industries, Inc. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
101
Participants Small participant base
68th
Percentile by assets National rank
$158,601
Avg per participant Above avg balance/head
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Official DOL plan name: Betz Industries Pension Plan · Sponsored by Betz Industries, Inc. · Michigan · Manufacturing

$16M in assets, 101 participants

Betz Industries, Inc.'s Betz Industries Pension Plan reported $16M in total assets and 101 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.

  • #10,703 in Manufacturing (18,722 peers)

Coverage in Michigan

Betz Industries Pension Plan covers 101 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $16M.

#10,703
in Manufacturing (18,722 peers)
+8.0%
assets growth YoY

Betz Industries Pension Plan's outsized position by total assets

Betz Industries Pension Plan vs every filed plan by assets

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

$16,018,689 Top 32% higher than 68% 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

Betz Industries Pension Plan 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. Betz Industries Pension Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Betz Industries Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Betz Industries Pension Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Betz Industries Pension Plan reported participants fell from 104 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 381243090 · Betz Industries, Inc. PY 2023 · Defined Benefit (Pension)

Betz Industries Pension Plan · $16M · 101 · 68th

  • EBSA $16M
  • EBSA 101
  • EBSA 68th
  • EBSA Defined Benefit (Pension)
  • EBSA near The Pension Plan of United Way of Greater Atlanta, Inc.
  • EBSA ind #10703

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 Michigan →

Betz Industries Pension Plan in the asset neighbourhood

Ironworkers Local Union No. 402 Pension FundIronworkers Local Union No. …$16MThe Louis Berkman Company Master Pension PlanThe Louis Berkman Company Ma…$16MBetz Industries Pension Plan$16MThe Pension Plan of United Way of Greater Atlanta, Inc.The Pension Plan of United W…$16MBvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly EmployeesBvpv Styrenics LLC Retiremen…$16M
End-of-year total assets ($M) among Betz Industries Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN381243090
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Betz Industries, Inc.)

Sponsor-wide plan assets over time

All Betz Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 8.149985448856624% vs 2022
2024 filing year
$30M$31M$32M$33M$34M 202220232024 $31.2M $33.7M ▲ +8.2%
Year Plans Participants Total Assets
2022 2 255 $31M
2023 2 248 $33M
2024 2 236 $34M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Betz Industries Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Betz Industries Pension Plan, Total assets ($B): 0.016018689 · Participants: 101Betz Industries Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Betz Industries Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Betz Industries Pension Plan side-by-side with 3 peers →

Betz Industries Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is The Pension Plan of United Way of Greater Atlanta, Inc. in GA ($16M); by covered participants it is Ingram Retirement Plan in TN (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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.

Frequently Asked Questions

How did Betz Industries Pension Plan assets move in 2023? ▼
Betz Industries Pension Plan grew at a solid clip - up 8.0% during 2023, from $15M to $16M. Reported net income was $1M.
How have Betz Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Betz Industries, Inc.'s sponsor-wide assets grew 8.1%, from $31M to $34M.
Which Defined Benefit (Pension) plans are similar in size to Betz Industries Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Pension Plan of United Way of Greater Atlanta, Inc. in GA ($16M, 60 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Betz Industries Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ingram Retirement Plan in TN (101 participants, N/A 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 381243090.

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.