Defined Benefit (Pension) · DOL Form 5500 · 2023

Victaulic Company Pension Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
158
Participants Small participant base
93rd
Percentile by assets National rank
$792,809
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Victaulic Retirement Plan for Bargaining Unit Employees · Sponsored by Victaulic Company · Pennsylvania · Manufacturing

$125M in assets, 158 participants

Victaulic Company's Victaulic Retirement Plan for Bargaining Unit Employees reported $125M in total assets and 158 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,614 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Victaulic Retirement Plan for Bargaining Unit Employees covers 158 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $125M.

#16,614
in Manufacturing (18,722 peers)
+13.4%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Victaulic Retirement Plan for Bargaining Unit Employees's outsized position by total assets

Victaulic Retirement Plan for Bargaining Unit Employees vs every filed plan by assets

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

$125,263,892 Top 7% higher than 93% 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

Victaulic Retirement Plan for Bargaining Unit Employees 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. Victaulic Retirement Plan for Bargaining Unit Employees sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Victaulic Retirement Plan for Bargaining Unit Employees reported net income rose from -$29M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Victaulic Retirement Plan for Bargaining Unit Employees end-of-year assets rose from $110M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Victaulic Retirement Plan for Bargaining Unit Employees reported participants fell from 181 in the plan year 2022 filing to 158 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 221501729 · Victaulic Company PY 2023 · Defined Benefit (Pension)

Victaulic Retirement Plan for Bargaining Unit Employees · $125M · 158 · 93rd

  • PCT $125M
  • EIN 158
  • RANK 93rd
  • PHOTO Defined Benefit (Pension)
  • IND near Capital City Bank Group, Inc. Retirement Plan
  • EOY ind #16614

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 Pennsylvania →

Victaulic Retirement Plan for Bargaining Unit Employees in the asset neighbourhood

Vinson & Elkins LLP Pension PlanVinson & Elkins LLP Pension …$125MCapital City Bank Group, Inc. Retirement PlanCapital City Bank Group, Inc…$125MVictaulic Retirement Plan for Bargaining Unit EmployeesVictaulic Retirement Plan fo…$125MLuck Stone Corporation Retirement Plan and TrustLuck Stone Corporation Retir…$125MCommunications Workers of America Plan for Employees' PensionsCommunications Workers of Am…$125M
End-of-year total assets ($M) among Victaulic Retirement Plan for Bargaining Unit Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$125M
Net Income$15M
Employer EIN221501729
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Victaulic Company)

Sponsor-wide plan assets over time

All Victaulic Company plans reported in each filing year

Latest sponsor-wide plan assets
$814M 29.194352234438952% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $630M $814M ▲ +29.2%
Year Plans Participants Total Assets
2022 4 2,634 $630M
2023 4 2,921 $731M
2024 4 3,199 $814M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Victaulic Retirement Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Victaulic Retirement Plan for Bargaining Unit Employees, Total assets ($B): 0.125263892 · Participants: 158Victaulic Retirement Plan for Bargaining Unit EmployeesNational 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
Victaulic Retirement Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Victaulic Retirement Plan for Bargaining Unit Employees side-by-side with 3 peers →

Victaulic Retirement Plan for Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Capital City Bank Group, Inc. Retirement Plan in FL ($125M); by covered participants it is The Oswego Hospital Retirement Plan in NY (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Victaulic Retirement Plan for Bargaining Unit Employees assets move in 2023? ▼
Victaulic Retirement Plan for Bargaining Unit Employees grew at a solid clip - up 13.4% during 2023, from $110M to $125M. Reported net income was $15M.
How have Victaulic Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victaulic Company's sponsor-wide assets grew 29.2%, from $630M to $814M.
Where does Victaulic Retirement Plan for Bargaining Unit Employees rank by assets among Form 5500 filers? ▼
Victaulic Retirement Plan for Bargaining Unit Employees ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Victaulic Retirement Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Capital City Bank Group, Inc. Retirement Plan in FL ($125M, 472 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Victaulic Retirement Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Oswego Hospital Retirement Plan in NY (158 participants, $39M 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 221501729.

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.