Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap)

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

Sponsored by American Ordnance, LLC C/O Iowa Army Ammunition Plant Β· Pennsylvania Β· Manufacturing

What the 2023 filing shows

Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) holds $94M for 157 participants - about $601,224 per participant, up 96.9% over the 2023 plan year.

$94M
total plan assets (2023 EOY)
157
covered participants
$601,224
avg assets per participant
+96.9%
assets growth YoY
Total Assets (2023)
$94M
Participants
157
State
Industry
Manufacturing

What the Filing Says About Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap)

Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) is a Defined Benefit (Pension) retirement plan sponsored by American Ordnance, LLC C/O Iowa Army Ammunition Plant, headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $94M in total end-of-year assets and covers 157 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 621735307, and the plan has been effective since 1961-04-21. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $48M at the beginning of 2023 to $94M at year-end β€” a gain of 96.9%. Net assets (after liabilities) closed the year at $94M, with reported net income of $2M 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 β€” 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)$48M
Total Assets (End of Year)$94M
Net Assets (End of Year)$94M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN621735307
Plan Effective Date1961-04-21
Filing StatusFILING RECEIVED

Sponsor Plan History (American Ordnance, LLC C/O Iowa Army Ammunition Plant)

Year Plans Participants Total Assets
2022 3 217 $88M
2023 3 192 $94M
2024 1 172 $88M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap)?
As of the 2023 Form 5500 filing, Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) holds $94M in total assets with 157 participants. It is sponsored by American Ordnance, LLC C/O Iowa Army Ammunition Plant.
What type of plan is Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap)?
Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) is a Defined Benefit (Pension) plan. It has been effective since 1961-04-21. The plan is filed with the U.S. Department of Labor under EIN 621735307.
Who sponsors the Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap)?
Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) is sponsored by American Ordnance, LLC C/O Iowa Army Ammunition Plant, located in Pennsylvania. The sponsor's EIN is 621735307 and the plan operates in the Manufacturing industry.
How did Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) perform in 2023?
Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) grew by 96.9% during 2023, moving from $48M to $94M in total assets. Net income was $2M.
Where can I find official filings for Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap)?
Official Form 5500 filings for Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 621735307 or plan name at efast.dol.gov.
How does Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) compare to other plans?
You can compare Day and Zimmermann Ao/Mhg Merged Pension Plan (Formerly Known as Retirement Plan for Bargaining Employees at Iaap) against other Defined Benefit (Pension) 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) β€” original filing retrieval by EIN 621735307.

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

Reference: IRS Publication 590-B β€” 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.