Defined Benefit (Pension) · DOL Form 5500 · 2023

Ballinger Company Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
189
Participants Below avg headcount
38th
Percentile by assets National rank
$18,889
Avg per participant Low balance/head
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Official DOL plan name: Ballinger Company Cash Balance Plan · Sponsored by Ballinger Company · Pennsylvania · Professional & Technical Services

$4M in assets, 189 participants

Ballinger Company's Ballinger Company Cash Balance Plan reported $4M in total assets and 189 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,215 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Ballinger Company Cash Balance Plan covers 189 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#7,215
in Professional & Technical Services (20,321 peers)
-41.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ballinger Company Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ballinger Company Cash Balance Plan vs every filed plan by assets

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

$3,569,941 38th percentile higher than 38% 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

Ballinger Company Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballinger Company Cash Balance Plan sits mid-pack in the medium band (189 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ballinger Company Cash Balance Plan reported net income fell from $334K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Ballinger Company Cash Balance Plan end-of-year assets fell from $6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ballinger Company Cash Balance Plan reported participants fell from 198 in the plan year 2022 filing to 189 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231713492 · Ballinger Company PY 2023 · Defined Benefit (Pension)

Ballinger Company Cash Balance Plan · $4M · 189 · 38th

  • EIN $4M
  • EIN 189
  • EIN 38th
  • EIN Defined Benefit (Pension)
  • EIN near The Riddell National Bank of Brazil Employees' Pension Plan
  • EIN ind #7215

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Ballinger Company Cash Balance Plan in the asset neighbourhood

Ballinger Company Cash Balance PlanBallinger Company Cash Balan…$4MThe Riddell National Bank of Brazil Employees' Pension PlanThe Riddell National Bank of…$4MThe Broadway League Inc. Staff Retirement PlanThe Broadway League Inc. Sta…$4MThomas D. Lei, M.D., Fccp Pension PlanThomas D. Lei, M.D., Fccp Pe…$4MBoilermakers Lodge 329 Pension FundBoilermakers Lodge 329 Pensi…$4M
End-of-year total assets ($M) among Ballinger Company Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$4M
Net Income-$3M
Employer EIN231713492
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballinger Company)

Sponsor-wide plan assets over time

All Ballinger Company plans reported in each filing year

Latest sponsor-wide plan assets
$61M 20.418376571102765% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $60.6M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 454 $50M
2023 2 428 $55M
2024 2 448 $61M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Ballinger Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ballinger Company Cash Balance Plan, Total assets ($B): 0.003569941 · Participants: 189Ballinger Company Cash Balance PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Ballinger Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ballinger Company Cash Balance Plan side-by-side with 3 peers →

Ballinger Company Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Riddell National Bank of Brazil Employees' Pension Plan in IN ($4M); by covered participants it is Teamsters Local 408 Pension Plan in NJ (189 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (189 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 Ballinger Company Cash Balance Plan assets move in 2023? ▼
Ballinger Company Cash Balance Plan contracted severely - down 41.3% during 2023, from $6M to $4M. Reported net income was -$3M.
How have Ballinger Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballinger Company's sponsor-wide assets grew 20.4%, from $50M to $61M.
Which Defined Benefit (Pension) plans are similar in size to Ballinger Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Riddell National Bank of Brazil Employees' Pension Plan in IN ($4M, 55 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ballinger Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Local 408 Pension Plan in NJ (189 participants, $104M 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 231713492.

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.