Defined Benefit (Pension) · DOL Form 5500 · 2023

General Shale Brick, Inc. Pension Plan

Data updated 2026-08-25

$989K
Total assets Small plan by assets
159
Participants Small participant base
24th
Percentile by assets National rank
$6,221
Avg per participant Low balance/head
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Official DOL plan name: General Shale Combined Pension Plan · Sponsored by General Shale Brick, Inc. · Tennessee · Manufacturing

$989K in assets, 159 participants

General Shale Brick, Inc.'s General Shale Combined Pension Plan reported $989K in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,915 in Manufacturing (18,722 peers)

Coverage in Tennessee

General Shale Combined Pension Plan covers 159 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $989K.

#1,915
in Manufacturing (18,722 peers)
-98.5%
assets change YoY

The plan reported a net loss of $65M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

General Shale Combined Pension Plan among the smaller filed plans by assets

General Shale Combined Pension Plan vs every filed plan by assets

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

$989,094 24th percentile higher than 24% 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

General Shale Combined Pension 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. General Shale Combined Pension Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • General Shale Combined Pension Plan reported net income fell from -$3M in the plan year 2022 filing to -$65M in the plan year 2023 filing.
  • General Shale Combined Pension Plan end-of-year assets fell from $66M in the plan year 2022 filing to $989K in the plan year 2023 filing.
  • General Shale Combined Pension Plan reported participants rose from 94 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 200454569 · General Shale Brick, Inc. PY 2023 · Defined Benefit (Pension)

General Shale Combined Pension Plan · $989K · 159 · 24th

  • TYPE $989K
  • TYPE 159
  • TYPE 24th
  • TYPE Defined Benefit (Pension)
  • TYPE near Idaho Skin Surgery Center, P.C. Cash Balance Plan
  • TYPE ind #1915

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 Manufacturing retirement plans → · Plans in Tennessee →

General Shale Combined Pension Plan in the asset neighbourhood

General Shale Combined Pension PlanGeneral Shale Combined Pensi…$989KIdaho Skin Surgery Center, P.C. Cash Balance PlanIdaho Skin Surgery Center, P…$988KMetro Cardiovascular Consultants, Ltd. Cash Balance PlanMetro Cardiovascular Consult…$990KJ Michael Roney Insurance Services Inc Defined Benefit Plan and TrustJ Michael Roney Insurance Se…$991KR. Ward & Associates, Inc. Cash Balance PlanR. Ward & Associates, Inc. C…$992K
End-of-year total assets ($M) among General Shale Combined Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$989K
Net Income-$65M
Employer EIN200454569
Plan Effective Date1968-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (General Shale Brick, Inc.)

Sponsor-wide plan assets over time

All General Shale Brick, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$180M 19.226113144859067% vs 2022
2024 filing year
$140M$150M$160M$170M$180M$190M 202220232024 $151M $180M ▲ +19.2%
Year Plans Participants Total Assets
2022 4 884 $151M
2023 3 1,750 $168M
2024 3 1,928 $180M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

General Shale Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants General Shale Combined Pension Plan, Total assets ($B): 0.000989094 · Participants: 159General Shale Combined 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
General Shale Combined Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare General Shale Combined Pension Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Idaho Skin Surgery Center, P.C. Cash Balance Plan in ID ($988K); by covered participants it is American Postal Workers Union Health Plan Employee Pension Plan in MD (159 participants). Same-state nearby plans are listed separately above.

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 General Shale Combined Pension Plan assets move in 2023? ▼
General Shale Combined Pension Plan contracted severely - down 98.5% during 2023, from $66M to $989K. Reported net income was -$65M.
How have General Shale Brick, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), General Shale Brick, Inc.'s sponsor-wide assets grew 19.2%, from $151M to $180M.
Where does General Shale Combined Pension Plan rank by assets among Form 5500 filers? ▼
General Shale Combined Pension Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to General Shale Combined Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Idaho Skin Surgery Center, P.C. Cash Balance Plan in ID ($988K, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to General Shale Combined Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Health Plan Employee Pension Plan in MD (159 participants, $65M 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 200454569.

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.