Defined Benefit (Pension) · DOL Form 5500 · 2023

Bou-Matic, LLC Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
11
Participants Small participant base
52nd
Percentile by assets National rank
$667,419
Avg per participant High balance/head
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Official DOL plan name: Bou-Matic, LLC Pension Plan · Sponsored by Bou-Matic, LLC · Wisconsin · Manufacturing

$7M in assets, 11 participants

Bou-Matic, LLC's Bou-Matic, LLC Pension Plan reported $7M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,832 in Manufacturing (18,722 peers)

Bou-Matic, LLC multi-year trail

Bou-Matic, LLC's plans moved +13.5% in assets from 2022 to 2024; this filing shows Bou-Matic, LLC Pension Plan at $7M / 11 participants.

#6,832
in Manufacturing (18,722 peers)
+8.1%
assets growth YoY

Bou-Matic, LLC Pension Plan's mid-pack asset rank among Manufacturing and all filers

Bou-Matic, LLC Pension Plan vs every filed plan by assets

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

$7,341,609 Top 48% higher than 52% 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

Bou-Matic, LLC Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bou-Matic, LLC Pension Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bou-Matic, LLC Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $551K in the plan year 2023 filing.
  • Bou-Matic, LLC Pension Plan reported participants fell from 14 in the plan year 2022 filing to 11 in the plan year 2023 filing.
  • Bou-Matic, LLC Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 161618432 · Bou-Matic, LLC PY 2023 · Defined Benefit (Pension)

Bou-Matic, LLC Pension Plan · $7M · 11 · 52nd

  • 5500 $7M
  • ASSETS 11
  • PCT 52nd
  • EIN Defined Benefit (Pension)
  • RANK near The Truth Retirement Plan
  • PHOTO ind #6832

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 Wisconsin →

Bou-Matic, LLC Pension Plan in the asset neighbourhood

Sulzer Pumps (US) Inc. Portland Hourly Employees Pension PlanSulzer Pumps (US) Inc. Portl…$7MThe Truth Retirement Plan$7MR.H. Layton Farms, Ltd. Defined Benefit Pension PlanR.H. Layton Farms, Ltd. Defi…$7MBou-Matic, LLC Pension Plan$7MNational Farmers Union Uniform Pension PlanNational Farmers Union Unifo…$7M
End-of-year total assets ($M) among Bou-Matic, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Bou-Matic, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bou-Matic, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 13.452255600897145% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.79M $7.7M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 14 $7M
2023 1 11 $7M
2024 1 12 $8M

Bou-Matic, LLC filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$551K
Employer EIN161618432
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Bou-Matic, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Bou-Matic, LLC Pension Plan, Total assets ($B): 0.007341609 · Participants: 11Bou-Matic, LLC Pension PlanThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Bou-Matic, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Bou-Matic, LLC Pension Plan side-by-side with 3 peers →

Bou-Matic, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is The Truth Retirement Plan in IN ($7M); by covered participants it is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 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 Bou-Matic, LLC Pension Plan assets move in 2023? ▼
Bou-Matic, LLC Pension Plan grew at a solid clip - up 8.1% during 2023, from $7M to $7M. Reported net income was $551K.
How have Bou-Matic, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bou-Matic, LLC's sponsor-wide assets grew 13.5%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Bou-Matic, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Truth Retirement Plan in IN ($7M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bou-Matic, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Boca General and Family Medicine Defined Benefit Plan in FL (11 participants, $3M 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 161618432.

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.