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

Instant Brands Pension Plan

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

Sponsored by Instant Brands Holdings, Inc. · Illinois · Manufacturing

What the 2023 filing shows

Instant Brands Pension Plan holds $103M for 249 participants — about $414,799 per participant, up 6.8% over the 2023 plan year.

$103M
total plan assets (2023 EOY)
249
covered participants
$414,799
avg assets per participant
+6.8%
assets growth YoY
Total Assets (2023)
$103M
Participants
249
State
Industry
Manufacturing

What the Filing Says About Instant Brands Pension Plan

Instant Brands Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Instant Brands Holdings, Inc., headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $103M in total end-of-year assets and covers 249 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 161403318, and the plan has been effective since 1998-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $97M at the beginning of 2023 to $103M at year-end — a gain of 6.8%. Net assets (after liabilities) closed the year at $103M, with reported net income of $7M 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)$97M
Total Assets (End of Year)$103M
Net Assets (End of Year)$103M
Net Income$7M
Plan TypeDefined Benefit (Pension)
Employer EIN161403318
Plan Effective Date1998-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Instant Brands Holdings, Inc.)

Year Plans Participants Total Assets
2022 2 1,855 $253M
2023 2 1,816 $274M
2024 2 1,741 $98M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Frequently Asked Questions

How much money is in the Instant Brands Pension Plan?
As of the 2023 Form 5500 filing, Instant Brands Pension Plan holds $103M in total assets with 249 participants. It is sponsored by Instant Brands Holdings, Inc..
What type of plan is Instant Brands Pension Plan?
Instant Brands Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 1998-04-01. The plan is filed with the U.S. Department of Labor under EIN 161403318.
Who sponsors the Instant Brands Pension Plan?
Instant Brands Pension Plan is sponsored by Instant Brands Holdings, Inc., located in Illinois. The sponsor's EIN is 161403318 and the plan operates in the Manufacturing industry.
How did Instant Brands Pension Plan perform in 2023?
Instant Brands Pension Plan grew by 6.8% during 2023, moving from $97M to $103M in total assets. Net income was $7M.
Where can I find official filings for Instant Brands Pension Plan?
Official Form 5500 filings for Instant Brands Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 161403318 or plan name at efast.dol.gov.
How does Instant Brands Pension Plan compare to other plans?
You can compare Instant Brands Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois 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 161403318.

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.