Defined Benefit (Pension) · DOL Form 5500 · 2023
Indian Head Industries Inc Pension Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 44th
- Percentile by assets National rank
- $113,037
- Avg per participant Below avg balance/head
Official DOL plan name: Pension Plan for Hourly Employees of Cloverdale Employing Unit · Sponsored by Indian Head Industries Inc · North Carolina · Manufacturing
$5M in assets, 43 participants
Indian Head Industries Inc's Pension Plan for Hourly Employees of Cloverdale Employing Unit reported $5M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.
- #5,065 in Manufacturing (18,722 peers)
What the 2023 filing shows
Pension Plan for Hourly Employees of Cloverdale Employing Unit holds $5M for 43 participants - about $113,037 per participant, in the lower half of filed plans by assets.
- #5,065
- in Manufacturing (18,722 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $213K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Hourly Employees of Cloverdale Employing Unit's mid-pack asset rank among Manufacturing and all filers
Pension Plan for Hourly Employees of Cloverdale Employing Unit vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,860,579 44th percentile higher than 44% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pension Plan for Hourly Employees of Cloverdale Employing Unit among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Hourly Employees of Cloverdale Employing Unit is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for Hourly Employees of Cloverdale Employing Unit reported net income rose from -$2M in the plan year 2022 filing to -$213K in the plan year 2023 filing.
- Pension Plan for Hourly Employees of Cloverdale Employing Unit reported participants fell from 47 in the plan year 2022 filing to 43 in the plan year 2023 filing.
- Pension Plan for Hourly Employees of Cloverdale Employing Unit end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 382511555 · Indian Head Industries Inc PY 2023 · Defined Benefit (Pension)
Pension Plan for Hourly Employees of Cloverdale Employing Unit · $5M · 43 · 44th
- NET $5M
- NET 43
- NET 44th
- NET Defined Benefit (Pension)
- NET near Retirement Plan for Employees of South Coast Medical Center
- NET ind #5065
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 North Carolina →
Pension Plan for Hourly Employees of Cloverdale Employing Unit in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$213K |
| Employer EIN | 382511555 |
| Plan Effective Date | 1984-04-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Indian Head Industries Inc)
Sponsor-wide plan assets over time
All Indian Head Industries Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 7.425778863031265% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 293 | $43M |
| 2023 | 4 | 277 | $44M |
| 2024 | 4 | 266 | $46M |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 11,145
- Truist Financial Corporation Pension Plan $14.6B · 45,818
- Duke Energy Retirement Cash Balance Plan $4.0B · 14,485
- Duke Energy Legacy Pension Plan $3.4B · 371
- Employees' Retirement Plan of Duke University $2.6B · 21,020
Pension Plan for Hourly Employees of Cloverdale Employing Unit's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of South Coast Medical Center in CA ($5M); by covered participants it is Unholtz-Dickie Corporation Retirement Plan in CT (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.
- Unholtz-Dickie Corporation Retirement Plan (CT) 43 · 0 off
- Hydril Company Retirement Plan (TX) 43 · 0 off
- Sharon Richens, M.D. Defined Benefit Plan (UT) 43 · 0 off
- Fiserv Employees' Retirement Plan (WI) 43 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.