Defined Benefit (Pension) · DOL Form 5500 · 2023

Carnes Company Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
N/A
Participants Small participant base
29th
Percentile by assets National rank
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Official DOL plan name: Carnes Company Sanford Pension Plan · Sponsored by Carnes Company · Wisconsin · Manufacturing

$2M in assets, N/A participants

Carnes Company's Carnes Company Sanford Pension Plan reported $2M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,526 in Manufacturing (18,722 peers)

Carnes Company multi-year trail

Carnes Company's plans moved +24.7% in assets from 2022 to 2024; this filing shows Carnes Company Sanford Pension Plan at $2M / N/A participants.

#2,526
in Manufacturing (18,722 peers)
+15.9%
assets growth YoY

Carnes Company Sanford Pension Plan among the smaller filed plans by assets

Carnes Company Sanford Pension Plan vs every filed plan by assets

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

$1,685,361 29th percentile higher than 29% 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

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Carnes Company Sanford Pension Plan reported net income rose from -$467K in the plan year 2022 filing to $231K in the plan year 2023 filing.
  • Carnes Company Sanford Pension Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391568263 · Carnes Company PY 2023 · Defined Benefit (Pension)

Carnes Company Sanford Pension Plan · $2M · N/A · 29th

  • PART $2M
  • PART N/A
  • PART 29th
  • PART Defined Benefit (Pension)
  • PART near Tremond Alloys and Metals Corp. Pension Plan
  • PART ind #2526

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 →

Carnes Company Sanford Pension Plan in the asset neighbourhood

Carnes Company Sanford Pension PlanCarnes Company Sanford Pensi…$2MRj Realty Management Company LLC Pension PlanRj Realty Management Company…$2MTremond Alloys and Metals Corp. Pension PlanTremond Alloys and Metals Co…$2MPrime Insurance Agency, Inc. Pension PlanPrime Insurance Agency, Inc.…$2MAlchemy Entertainment, Inc. Defined Benefit Pension PlanAlchemy Entertainment, Inc. …$2M
End-of-year total assets ($M) among Carnes Company Sanford Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Carnes Company multi-year asset trail

Sponsor-wide plan assets over time

All Carnes Company plans reported in each filing year

Latest sponsor-wide plan assets
$11M 24.70997648235785% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $9.18M $11.5M ▲ +24.7%
Year Plans Participants Total Assets
2022 3 40 $9M
2023 3 31 $11M
2024 3 28 $11M

Carnes Company filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$231K
Employer EIN391568263
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Carnes Company Sanford Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Carnes Company Sanford Pension Plan, Total assets ($B): 0.001685361 · Participants: 0Carnes Company Sanford Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Carnes Company Sanford Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Carnes Company Sanford Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Wisconsin, the nearest Defined Benefit (Pension) by end-of-year assets is Tremond Alloys and Metals Corp. Pension Plan in NY at $2M (this filing: $2M).

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 Carnes Company Sanford Pension Plan assets move in 2023?
Carnes Company Sanford Pension Plan grew sharply - up 15.9% during 2023, from $1M to $2M. Reported net income was $231K.
How have Carnes Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Carnes Company's sponsor-wide assets grew 24.7%, from $9M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Carnes Company Sanford Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tremond Alloys and Metals Corp. Pension Plan in NY ($2M, 3 participants).