Defined Benefit (Pension) · DOL Form 5500 · 2023

Caldwell Manufacturing Company Pension Plan

Data updated 2026-08-25

$3K
Total assets Small plan by assets
26
Participants Small participant base
1st
Percentile by assets National rank
$96
Avg per participant Low balance/head
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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.

  • #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.

#64
in Manufacturing (18,722 peers)
-100.0%
assets change YoY

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.

Caldwell Manufacturing Company Pension Plan among the smaller filed plans by 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 $2,050,000,000 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

Caldwell Manufacturing Company Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Caldwell Manufacturing Company Pension Plan is a small filing (26 participants) on this national headcount ladder.

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 →

Published 5500 schedule card

Filing strip 800517021 · Caldwell Manufacturing Company PY 2023 · Defined Benefit (Pension)

Caldwell Manufacturing Company Pension Plan · $3K · 26 · 1st

  • BOY $3K
  • SCH 26
  • EBSA 1st
  • PART Defined Benefit (Pension)
  • TYPE near Retirement Plan for Rolls-Royce North America
  • NET ind #64

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 New York →

Caldwell Manufacturing Company Pension Plan in the asset neighbourhood

Caldwell Manufacturing Company Pension PlanCaldwell Manufacturing Compa…$3KRetirement Plan for Rolls-Royce North AmericaRetirement Plan for Rolls-Ro…$2KAdler Planetarium Retirement Income PlanAdler Planetarium Retirement…$3KBa Holdings, Inc. Defined Benefit Pension PlanBa Holdings, Inc. Defined Be…$2KL.L.Bean, Inc. Pension Plan$1K
End-of-year total assets ($M) among Caldwell Manufacturing Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Caldwell Manufacturing Company multi-year asset trail

Sponsor-wide plan assets over time

All Caldwell Manufacturing Company plans reported in each filing year

Latest sponsor-wide plan assets
$3K 99.95339262248396% vs 2022
2023 filing year
$0M$2M$4M$6M 20222023 $5.37M $0M ▼ -100.0%
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 Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Caldwell Manufacturing Company Pension Plan, Total assets ($B): 0.000002504 · Participants: 26Caldwell Manufacturing Company Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Caldwell Manufacturing Company Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Caldwell Manufacturing Company Pension Plan side-by-side with 3 peers →

Caldwell Manufacturing Company Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Rolls-Royce North America in VA ($2K); by covered participants it is Paulo Products Company Employees' Pension Plan in MO (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Caldwell Manufacturing Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Paulo Products Company Employees' Pension Plan in MO (26 participants, $6M 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 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.