Defined Benefit (Pension) · DOL Form 5500 · 2023

Hunter Fan Company Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
23
Participants Small participant base
73rd
Percentile by assets National rank
$903,729
Avg per participant High balance/head
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Official DOL plan name: Hunter Fan Company Pension Plan · Sponsored by Hunter Fan Company · Tennessee · Wholesale Trade

$21M in assets, 23 participants

Hunter Fan Company's Hunter Fan Company Pension Plan reported $21M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #4,443 in Wholesale Trade (6,309 peers)

Hunter Fan Company multi-year trail

Hunter Fan Company's plans moved +11.4% in assets from 2022 to 2024; this filing shows Hunter Fan Company Pension Plan at $21M / 23 participants.

#4,443
in Wholesale Trade (6,309 peers)
+8.9%
assets growth YoY

Hunter Fan Company Pension Plan's outsized position by total assets

Hunter Fan Company Pension Plan vs every filed plan by assets

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

$20,785,765 Top 27% higher than 73% 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

Hunter Fan 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. Hunter Fan Company Pension Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hunter Fan Company Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Hunter Fan Company Pension Plan reported participants fell from 27 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • Hunter Fan Company Pension Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 621218702 · Hunter Fan Company PY 2023 · Defined Benefit (Pension)

Hunter Fan Company Pension Plan · $21M · 23 · 73rd

  • IND $21M
  • EOY 23
  • 5500 73rd
  • ASSETS Defined Benefit (Pension)
  • PCT near Factory Pension Plan of Danfoss Power Solutions(Lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28
  • EIN ind #4443

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 Tennessee →

Hunter Fan Company Pension Plan in the asset neighbourhood

The Retirement Plan of Power Financial Credit UnionThe Retirement Plan of Power…$21MHunter Fan Company Pension PlanHunter Fan Company Pension P…$21MFactory Pension Plan of Danfoss Power Solutions(Lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28Factory Pension Plan of Danf…$21MFirst State Bank of Uvalde Retirement PlanFirst State Bank of Uvalde R…$21MEmployee Retirement Plan of Farm Credit Leasing Services CorporationEmployee Retirement Plan of …$21M
End-of-year total assets ($M) among Hunter Fan Company Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Hunter Fan Company multi-year asset trail

Sponsor-wide plan assets over time

All Hunter Fan Company plans reported in each filing year

Latest sponsor-wide plan assets
$48M 11.42923088421653% vs 2022
2024 filing year
$42M$44M$46M$48M$50M 202220232024 $43M $47.9M ▲ +11.4%
Year Plans Participants Total Assets
2022 2 195 $43M
2023 2 210 $48M
2024 2 203 $48M

Hunter Fan Company filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN621218702
Plan Effective Date1984-12-21
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Hunter Fan Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Hunter Fan Company Pension Plan, Total assets ($B): 0.020785765 · Participants: 23Hunter Fan Company Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Hunter Fan Company Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Hunter Fan Company Pension Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Factory Pension Plan of Danfoss Power Solutions(Lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28 in IA ($21M); by covered participants it is Management Employees' Retirement Plan of Besser Company in MI (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Hunter Fan Company Pension Plan assets move in 2023? ▼
Hunter Fan Company Pension Plan grew at a solid clip - up 8.9% during 2023, from $19M to $21M. Reported net income was $2M.
How have Hunter Fan Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hunter Fan Company's sponsor-wide assets grew 11.4%, from $43M to $48M.
Which Defined Benefit (Pension) plans are similar in size to Hunter Fan Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Factory Pension Plan of Danfoss Power Solutions(Lasalle) and Intl Union, United Automobile, Aerospace and Agric Wkers of Am Local Union 28 in IA ($21M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hunter Fan Company Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Management Employees' Retirement Plan of Besser Company in MI (23 participants, N/A 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 621218702.

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.