Defined Benefit (Pension) · DOL Form 5500 · 2023

Caldwell Manufacturing Company Pension Plan

Data updated 2026-08-11

$3K
Total assets
26
Participants
1st
Percentile by assets
$96
Avg per participant
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Official DOL plan name: Caldwell Manufacturing Company Pension Plan · Sponsored by Caldwell Manufacturing Company · New York · Manufacturing

$3K in assets, 26 participants

Caldwell Manufacturing Company's Caldwell Manufacturing Company Pension Plan reported $3K in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • 1st percentile by assets (of 127,072 plans)
  • #64 in Manufacturing (18,722 peers)

Caldwell Manufacturing Company multi-year trail

Caldwell Manufacturing Company's plans moved -100.0% in assets from 2022 to 2023; this filing shows Caldwell Manufacturing Company Pension Plan at $3K / 26 participants.

$3K
total plan assets (2023 EOY)
26
covered participants
1st
percentile by assets (of 127,072 plans)
$96
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Caldwell Manufacturing Company Pension Plan sits by total assets

Caldwell Manufacturing Company Pension Plan vs every filed plan by assets

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

$2,504 1st percentile higher than 1% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caldwell Manufacturing Company Pension Plan reported net income fell from -$2M in the plan year 2022 filing to -$5M in the plan year 2023 filing.
  • Caldwell Manufacturing Company Pension Plan end-of-year assets fell from $5M in the plan year 2022 filing to $3K in the plan year 2023 filing.
  • Caldwell Manufacturing Company Pension Plan reported participants fell from 30 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Manufacturing

Caldwell Manufacturing Company across 2 plan years on file

Across the 2 plan years Caldwell Manufacturing Company has on file (2022-2023), sponsor-wide plan assets have moved from $5M to $3K, a decline of 100.0%, while reported participants moved from 30 to 26 (-13.3%).

Caldwell Manufacturing Company multi-year asset trail

$-2M$0M$2M$4M$6M 20222023 $5.37M $0M ▼ -100.0%
Total plan assets by year, all Caldwell Manufacturing Company plans on file
Year Plans Participants Total Assets
2022 1 30 $5M
2023 1 26 $3K

Caldwell Manufacturing Company filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3K
Net Income-$5M
Employer EIN800517021
Plan Effective Date1953-12-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Caldwell Manufacturing Company Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Caldwell Manufacturing Company Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Caldwell Manufacturi…IBM Personal Pension…Consolidated Edison …1199seiu Health Care…Pfizer Consolidated …Pepsico Employees Re…
Caldwell Manufacturing Company Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Caldwell Manufacturing Company Pension P… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Caldwell Manufacturing Company Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Caldwell Manufacturing Company Pension Plan assets move in 2023? ▼
Caldwell Manufacturing Company Pension Plan contracted severely - down 100.0% during 2023, from $5M to $3K. Reported net income was -$5M.
How have Caldwell Manufacturing Company plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Caldwell Manufacturing Company's sponsor-wide assets declined 100.0%, from $5M to $3K.
Where does Caldwell Manufacturing Company Pension Plan rank by assets among Form 5500 filers? ▼
Caldwell Manufacturing Company Pension Plan ranks in the 1st 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 Caldwell Manufacturing Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Rolls-Royce North America in VA ($2K, N/A participants).

Next read for Caldwell Manufacturing Company Pension P…

Multi-year trail

Ways to act on Caldwell Manufacturing Company Pension Plan's numbers.

  • By total assets, Caldwell Manufacturing Company Pension Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Caldwell Manufacturing Company's sponsor-wide assets have declined 100.0% since 2022 across 2 plan years on file. More Manufacturing plans

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 800517021.

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.