Defined Benefit (Pension) · DOL Form 5500 · 2023

United States Sugar Savannah Refinery LLC Pension Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
104
Participants Small participant base
93rd
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Imperial Sugar Company Retirement Plan · Sponsored by United States Sugar Savannah Refinery LLC · Florida · Manufacturing

$133M in assets, 104 participants

United States Sugar Savannah Refinery LLC's Imperial Sugar Company Retirement Plan reported $133M in total assets and 104 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.

  • #16,699 in Manufacturing (18,722 peers)

Coverage in Florida

Imperial Sugar Company Retirement Plan covers 104 participants in Florida, about 17% of the average Florida filer (state average ~628 per filing). Assets: $133M.

#16,699
in Manufacturing (18,722 peers)
-14.4%
assets change YoY
1.3×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Imperial Sugar Company Retirement Plan's outsized position by total assets

Imperial Sugar Company Retirement Plan vs every filed plan by assets

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

$132,726,983 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

Imperial Sugar Company Retirement 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. Imperial Sugar Company Retirement Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Imperial Sugar Company Retirement Plan reported net income rose from -$48M in the plan year 2022 filing to -$22M in the plan year 2023 filing.
  • Imperial Sugar Company Retirement Plan end-of-year assets fell from $155M in the plan year 2022 filing to $133M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 863775804 · United States Sugar Savannah Refinery LLC PY 2023 · Defined Benefit (Pension)

Imperial Sugar Company Retirement Plan · $133M · 104 · 93rd

  • VS-ST $133M
  • VS-ST 104
  • VS-ST 93rd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Central National Gottesman Pension Plan
  • VS-ST ind #16699

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 Florida →

Imperial Sugar Company Retirement Plan in the asset neighbourhood

The Local 259 Pension Fund$133MImperial Sugar Company Retirement PlanImperial Sugar Company Retir…$133MCentral National Gottesman Pension PlanCentral National Gottesman P…$133MRetirement Plan for Employees of the Burnham GroupRetirement Plan for Employee…$133MPq Corporation Retirement PlanPq Corporation Retirement Pl…$132M
End-of-year total assets ($M) among Imperial Sugar Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$155M
Net Assets (End of Year)$133M
Net Income-$22M
Employer EIN863775804
Plan Effective Date1988-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United States Sugar Savannah Refinery LLC)

Sponsor-wide plan assets over time

All United States Sugar Savannah Refinery LLC plans reported in each filing year

Latest sponsor-wide plan assets
$59M 71.00331473167746% vs 2022
2024 filing year
$0M$50M$100M$150M$200M$250M 202220232024 $203M $58.8M ▼ -71.0%
Year Plans Participants Total Assets
2022 2 529 $203M
2023 2 525 $189M
2024 2 536 $59M

Nearby Defined Benefit (Pension) Plans in Florida

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

Imperial Sugar Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Imperial Sugar Company Retirement Plan, Total assets ($B): 0.132726983 · Participants: 104Imperial Sugar Company Retirement PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Imperial Sugar Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

Imperial Sugar Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Central National Gottesman Pension Plan in NY ($133M); by covered participants it is Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees in PA (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($133M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Imperial Sugar Company Retirement Plan assets move in 2023?
Imperial Sugar Company Retirement Plan pulled back noticeably - down 14.4% during 2023, from $155M to $133M. Reported net income was -$22M.
How have United States Sugar Savannah Refinery LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), United States Sugar Savannah Refinery LLC's sponsor-wide assets declined 71.0%, from $203M to $59M.
Where does Imperial Sugar Company Retirement Plan rank by assets among Form 5500 filers?
Imperial Sugar Company Retirement Plan 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 Imperial Sugar Company Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Central National Gottesman Pension Plan in NY ($133M, 716 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Imperial Sugar Company Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees in PA (104 participants, $16M in assets).