Defined Benefit (Pension) · DOL Form 5500 · 2023

Bradley Company, LLC Pension Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
138
Participants Small participant base
89th
Percentile by assets National rank
$543,290
Avg per participant High balance/head
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Official DOL plan name: Bradley Corporation Pension Plan · Sponsored by Bradley Company, LLC · Wisconsin · Manufacturing

$75M in assets, 138 participants

Bradley Company, LLC's Bradley Corporation Pension Plan reported $75M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,721 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Bradley Corporation Pension Plan covers 138 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $75M.

#15,721
in Manufacturing (18,722 peers)
+20.1%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Bradley Corporation Pension Plan's outsized position by total assets

Bradley Corporation Pension Plan vs every filed plan by assets

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

$74,973,996 Top 11% higher than 89% 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

Bradley Corporation 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. Bradley Corporation Pension Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bradley Corporation Pension Plan reported net income rose from -$16M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Bradley Corporation Pension Plan end-of-year assets rose from $62M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Bradley Corporation Pension Plan reported participants fell from 167 in the plan year 2022 filing to 138 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 390178880 · Bradley Company, LLC PY 2023 · Defined Benefit (Pension)

Bradley Corporation Pension Plan · $75M · 138 · 89th

  • SCH $75M
  • SCH 138
  • SCH 89th
  • SCH Defined Benefit (Pension)
  • SCH near Palco Retirement Plan
  • SCH ind #15721

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 →

Bradley Corporation Pension Plan in the asset neighbourhood

Palco Retirement Plan$75MBradley Corporation Pension PlanBradley Corporation Pension …$75MBoston Symphony Orchestra Pension InstitutionBoston Symphony Orchestra Pe…$75MDebevoise & Plimpton LLP Cash Balance Retirement Plan for PartnersDebevoise & Plimpton LLP Cas…$75M143 IBEW Benefit Funds - Pension Fund143 IBEW Benefit Funds - Pen…$75M
End-of-year total assets ($M) among Bradley Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$75M
Net Income$12M
Employer EIN390178880
Plan Effective Date1951-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradley Company, LLC)

Sponsor-wide plan assets over time

All Bradley Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 93.85182915341043% vs 2022
2024 filing year
$0M$50M$100M$150M$200M 202220232024 $128M $7.89M ▼ -93.9%
Year Plans Participants Total Assets
2022 2 619 $128M
2023 2 586 $149M
2024 2 561 $8M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Bradley Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Bradley Corporation Pension Plan, Total assets ($B): 0.074973996 · Participants: 138Bradley Corporation 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
Bradley Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Palco Retirement Plan in CA ($75M); by covered participants it is First Merchants Corporation Retirement Pension Plan in IN (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Bradley Corporation Pension Plan assets move in 2023?
Bradley Corporation Pension Plan grew sharply - up 20.1% during 2023, from $62M to $75M. Reported net income was $12M.
How have Bradley Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Bradley Company, LLC's sponsor-wide assets declined 93.9%, from $128M to $8M.
Where does Bradley Corporation Pension Plan rank by assets among Form 5500 filers?
Bradley Corporation Pension Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Bradley Corporation Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Palco Retirement Plan in CA ($75M, 66 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bradley Corporation Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Merchants Corporation Retirement Pension Plan in IN (138 participants, $82M in assets).