Defined Benefit (Pension) · DOL Form 5500 · 2023

Sadoff and Rudoy Industries, LLP Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
38
Participants Small participant base
50th
Percentile by assets National rank
$174,545
Avg per participant Above avg balance/head
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Official DOL plan name: Sadoff and Rudoy Industries Pension Plan for Union Employees · Sponsored by Sadoff and Rudoy Industries, LLP · Wisconsin · Wholesale Trade

$7M in assets, 38 participants

Sadoff and Rudoy Industries, LLP's Sadoff and Rudoy Industries Pension Plan for Union Employees reported $7M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,489 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Sadoff and Rudoy Industries Pension Plan for Union Employees holds $7M for 38 participants - about $174,545 per participant, above the median plan by assets.

#2,489
in Wholesale Trade (6,309 peers)
+0.5%
assets growth YoY

Sadoff and Rudoy Industries Pension Plan for Union Employees's mid-pack asset rank among Wholesale Trade and all filers

Sadoff and Rudoy Industries Pension Plan for Union Employees vs every filed plan by assets

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

$6,632,705 Top 50% higher than 50% 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

Sadoff and Rudoy Industries Pension Plan for Union 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. Sadoff and Rudoy Industries Pension Plan for Union Employees is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sadoff and Rudoy Industries Pension Plan for Union Employees reported net income rose from -$738K in the plan year 2022 filing to $45K in the plan year 2023 filing.
  • Sadoff and Rudoy Industries Pension Plan for Union Employees reported participants fell from 42 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 391047279 · Sadoff and Rudoy Industries, LLP PY 2023 · Defined Benefit (Pension)

Sadoff and Rudoy Industries Pension Plan for Union Employees · $7M · 38 · 50th

  • 5500 $7M
  • ASSETS 38
  • PCT 50th
  • EIN Defined Benefit (Pension)
  • RANK near National Council on Aging Pension Plan
  • PHOTO ind #2489

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Sadoff and Rudoy Industries Pension Plan for Union Employees in the asset neighbourhood

Sadoff and Rudoy Industries Pension Plan for Union EmployeesSadoff and Rudoy Industries …$7MNational Council on Aging Pension PlanNational Council on Aging Pe…$7MBally North America, Inc. Pension PlanBally North America, Inc. Pe…$7MMarsh, Rickard & Bryan P.C. Cash Balance PlanMarsh, Rickard & Bryan P.C. …$7MNeuroscience Associates Cash Balance PlanNeuroscience Associates Cash…$7M
End-of-year total assets ($M) among Sadoff and Rudoy Industries Pension Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$45K
Employer EIN391047279
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sadoff and Rudoy Industries, LLP)

Sponsor-wide plan assets over time

All Sadoff and Rudoy Industries, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$26M 5.074627144313616% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.6M $25.9M ▲ +5.1%
Year Plans Participants Total Assets
2022 3 256 $25M
2023 3 259 $29M
2024 3 248 $26M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Sadoff and Rudoy Industries Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Sadoff and Rudoy Industries Pension Plan for Union Employees, Total assets ($B): 0.006632705 · Participants: 38Sadoff and Rudoy Industries Pension Plan for Union EmployeesThe 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
Sadoff and Rudoy Industries Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Sadoff and Rudoy Industries Pension Plan for Union Employees side-by-side with 3 peers →

Sadoff and Rudoy Industries Pension Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is National Council on Aging Pension Plan in VA ($7M); by covered participants it is Retirement Plan for Employees of Richardson Aviation in TX (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Sadoff and Rudoy Industries Pension Plan for Union Employees assets move in 2023? ▼
Sadoff and Rudoy Industries Pension Plan for Union Employees held essentially flat - up 0.5% during 2023, from $7M to $7M. Reported net income was $45K.
How have Sadoff and Rudoy Industries, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sadoff and Rudoy Industries, LLP's sponsor-wide assets grew 5.1%, from $25M to $26M.
Which Defined Benefit (Pension) plans are similar in size to Sadoff and Rudoy Industries Pension Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Council on Aging Pension Plan in VA ($7M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sadoff and Rudoy Industries Pension Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Richardson Aviation in TX (38 participants, $21M 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 391047279.

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.