401(k)
2023 plan-year 401(k) DOL Form 5500

Bradford White Corporation 401(k) Plan for Union Employees

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Bradford White Corporation · Pennsylvania · Manufacturing

What the 2023 filing shows

Bradford White Corporation 401(k) Plan for Union Employees holds $32M for 1,158 participants — about $27,480 per participant, up 18.6% over the 2023 plan year.

$32M
total plan assets (2023 EOY)
1,158
covered participants
$27,480
avg assets per participant
+18.6%
assets growth YoY
Total Assets (2023)
$32M
Participants
1,158
State
Industry
Manufacturing

What the Filing Says About Bradford White Corporation 401(k) Plan for Union Employees

Bradford White Corporation 401(k) Plan for Union Employees is a 401(k) retirement plan sponsored by Bradford White Corporation, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 1,158 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 232384646, and the plan has been effective since 2000-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2023 to $32M at year-end — a gain of 18.6%. Net assets (after liabilities) closed the year at $32M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$27M
Total Assets (End of Year)$32M
Net Assets (End of Year)$32M
Net Income$5M
Plan Type401(k)
Employer EIN232384646
Plan Effective Date2000-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bradford White Corporation)

Year Plans Participants Total Assets
2022 4 2,248 $1.3B
2023 4 2,512 $1.7B
2024 4 2,917 $2.0B

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Frequently Asked Questions

How much money is in the Bradford White Corporation 401(k) Plan for Union Employees?
As of the 2023 Form 5500 filing, Bradford White Corporation 401(k) Plan for Union Employees holds $32M in total assets with 1,158 participants. It is sponsored by Bradford White Corporation.
What type of plan is Bradford White Corporation 401(k) Plan for Union Employees?
Bradford White Corporation 401(k) Plan for Union Employees is a 401(k) plan. It has been effective since 2000-04-01. The plan is filed with the U.S. Department of Labor under EIN 232384646.
Who sponsors the Bradford White Corporation 401(k) Plan for Union Employees?
Bradford White Corporation 401(k) Plan for Union Employees is sponsored by Bradford White Corporation, located in Pennsylvania. The sponsor's EIN is 232384646 and the plan operates in the Manufacturing industry.
How did Bradford White Corporation 401(k) Plan for Union Employees perform in 2023?
Bradford White Corporation 401(k) Plan for Union Employees grew by 18.6% during 2023, moving from $27M to $32M in total assets. Net income was $5M.
Where can I find official filings for Bradford White Corporation 401(k) Plan for Union Employees?
Official Form 5500 filings for Bradford White Corporation 401(k) Plan for Union Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232384646 or plan name at efast.dol.gov.
How does Bradford White Corporation 401(k) Plan for Union Employees compare to other plans?
You can compare Bradford White Corporation 401(k) Plan for Union Employees against other 401(k) plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 232384646.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.