Defined Benefit (Pension) · DOL Form 5500 · 2023

Calumet Gp, LLC Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
66
Participants Small participant base
75th
Percentile by assets National rank
$355,839
Avg per participant High balance/head
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Official DOL plan name: Penreco Pension Plan · Sponsored by Calumet Gp, LLC · Indiana · Finance & Insurance

$23M in assets, 66 participants

Calumet Gp, LLC's Penreco Pension Plan reported $23M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,572 in Finance & Insurance (8,869 peers)

Where Penreco Pension Plan sits by assets

Penreco Pension Plan sits in the top quartile of all filed plans by assets, $23M for 66 participants (~$355,839/participant), up 2.1% in 2023.

#5,572
in Finance & Insurance (8,869 peers)
+2.1%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Penreco Pension Plan's outsized position by total assets

Penreco Pension Plan vs every filed plan by assets

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

$23,485,389 Top 25% higher than 75% 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

Penreco 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. Penreco Pension Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penreco Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $495K in the plan year 2023 filing.
  • Penreco Pension Plan reported participants fell from 69 in the plan year 2022 filing to 66 in the plan year 2023 filing.
  • Penreco Pension Plan end-of-year assets rose from $23M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 364579817 · Calumet Gp, LLC PY 2023 · Defined Benefit (Pension)

Penreco Pension Plan · $23M · 66 · 75th

  • IND $23M
  • IND 66
  • IND 75th
  • IND Defined Benefit (Pension)
  • IND near Jeff Bank Pension Plan
  • IND ind #5572

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 Finance & Insurance retirement plans → · Plans in Indiana →

Penreco Pension Plan in the asset neighbourhood

Arizona Bricklayers Pension Trust FundArizona Bricklayers Pension …$24MJeff Bank Pension Plan$23MLocal 803 Pension Fund$23MPenreco Pension Plan$23MSouthwestern Pennsylvania & Western Maryland Area Teamsters & Employers Pension FundSouthwestern Pennsylvania & …$23M
End-of-year total assets ($M) among Penreco Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income$495K
Employer EIN364579817
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Calumet Gp, LLC)

Sponsor-wide plan assets over time

All Calumet Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$333M 28.274037138582344% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $260M $333M ▲ +28.3%
Year Plans Participants Total Assets
2022 3 1,591 $260M
2023 3 1,662 $302M
2024 3 1,683 $333M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Penreco Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Penreco Pension Plan, Total assets ($B): 0.023485389 · Participants: 66Penreco Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Penreco Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Penreco Pension Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Jeff Bank Pension Plan in NY ($23M); by covered participants it is St. Johnland Retirement Income Plan in NY (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Penreco Pension Plan assets move in 2023? ▼
Penreco Pension Plan edged up modestly - up 2.1% during 2023, from $23M to $23M. Reported net income was $495K.
How have Calumet Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calumet Gp, LLC's sponsor-wide assets grew 28.3%, from $260M to $333M.
Where does Penreco Pension Plan rank by assets among Form 5500 filers? ▼
Penreco Pension Plan ranks in the 75th 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 Penreco Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jeff Bank Pension Plan in NY ($23M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Penreco Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is St. Johnland Retirement Income Plan in NY (66 participants, $19M 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 364579817.

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.