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

Usw Career Pension Plan for Appendix a Usw-Represented Employees

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

Sponsored by Fbp Benefits Committee · Ohio · Administrative & Support Services

What the 2023 filing shows

Usw Career Pension Plan for Appendix a Usw-Represented Employees holds $10M for 99 participants — about $99,206 per participant, up 23.7% over the 2023 plan year.

$10M
total plan assets (2023 EOY)
99
covered participants
$99,206
avg assets per participant
+23.7%
assets growth YoY
Total Assets (2023)
$10M
Participants
99
State
Industry
Administrative & Support Services

What the Filing Says About Usw Career Pension Plan for Appendix a Usw-Represented Employees

Usw Career Pension Plan for Appendix a Usw-Represented Employees is a Defined Benefit (Pension) retirement plan sponsored by Fbp Benefits Committee, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $10M in total end-of-year assets and covers 99 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 271279969, and the plan has been effective since 2018-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $8M at the beginning of 2023 to $10M at year-end — a gain of 23.7%. Net assets (after liabilities) closed the year at $10M, 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 — 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)$8M
Total Assets (End of Year)$10M
Net Assets (End of Year)$10M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN271279969
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fbp Benefits Committee)

Year Plans Participants Total Assets
2022 2 1,500 $213M
2023 2 1,514 $255M
2024 2 1,449 $289M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Frequently Asked Questions

How much money is in the Usw Career Pension Plan for Appendix a Usw-Represented Employees?
As of the 2023 Form 5500 filing, Usw Career Pension Plan for Appendix a Usw-Represented Employees holds $10M in total assets with 99 participants. It is sponsored by Fbp Benefits Committee.
What type of plan is Usw Career Pension Plan for Appendix a Usw-Represented Employees?
Usw Career Pension Plan for Appendix a Usw-Represented Employees is a Defined Benefit (Pension) plan. It has been effective since 2018-01-01. The plan is filed with the U.S. Department of Labor under EIN 271279969.
Who sponsors the Usw Career Pension Plan for Appendix a Usw-Represented Employees?
Usw Career Pension Plan for Appendix a Usw-Represented Employees is sponsored by Fbp Benefits Committee, located in Ohio. The sponsor's EIN is 271279969 and the plan operates in the Administrative & Support Services industry.
How did Usw Career Pension Plan for Appendix a Usw-Represented Employees perform in 2023?
Usw Career Pension Plan for Appendix a Usw-Represented Employees grew by 23.7% during 2023, moving from $8M to $10M in total assets. Net income was $2M.
Where can I find official filings for Usw Career Pension Plan for Appendix a Usw-Represented Employees?
Official Form 5500 filings for Usw Career Pension Plan for Appendix a Usw-Represented Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 271279969 or plan name at efast.dol.gov.
How does Usw Career Pension Plan for Appendix a Usw-Represented Employees compare to other plans?
You can compare Usw Career Pension Plan for Appendix a Usw-Represented Employees against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio 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 271279969.

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.