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

HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES

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

HUSSMANN CORPORATION

This Defined Benefit (Pension) plan holds $114M in total assets and serves 576 participants as of 2023. It is sponsored by HUSSMANN CORPORATION in Missouri. The plan reported a net loss of $20M for the year.

Total Assets (2023)
$114M
Participants
576
State
Industry
Manufacturing

What the Filing Says About HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES

HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES is a Defined Benefit (Pension) retirement plan sponsored by HUSSMANN CORPORATION, headquartered in Missouri. As of the 2023 Form 5500 filing, the plan reports $114M in total end-of-year assets and covers 576 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 430156220, and the plan has been effective since 2017-11-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $134M at the beginning of 2023 to $114M at year-end — a decline of 15.2%. Net assets (after liabilities) closed the year at $114M, with reported net income of $-20,372,894 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)$134M
Total Assets (End of Year)$114M
Net Assets (End of Year)$114M
Net Income$-20,372,894
Plan TypeDefined Benefit (Pension)
Employer EIN430156220
Plan Effective Date2017-11-15
Filing StatusFILING RECEIVED

Sponsor Plan History (HUSSMANN CORPORATION)

Year Plans Participants Total Assets
2022 4 3,757 $524M
2023 4 3,846 $528M
2024 4 3,789 $555M

Nearby Defined Benefit (Pension) Plans in Missouri

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

Frequently Asked Questions

How much money is in the HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES?
As of the 2023 Form 5500 filing, HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES holds $114M in total assets with 576 participants. It is sponsored by HUSSMANN CORPORATION.
What type of plan is HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES?
HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES is a Defined Benefit (Pension) plan. It has been effective since 2017-11-15. The plan is filed with the U.S. Department of Labor under EIN 430156220.
Who sponsors the HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES?
HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES is sponsored by HUSSMANN CORPORATION, located in Missouri. The sponsor's EIN is 430156220 and the plan operates in the Manufacturing industry.
How did HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES perform in 2023?
HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES declined by 15.2% during 2023, moving from $134M to $114M in total assets. Net income was $-20,372,894.
Where can I find official filings for HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES?
Official Form 5500 filings for HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 430156220 or plan name at efast.dol.gov.
How does HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES compare to other plans?
You can compare HUSSMANN PENSION PLAN FOR CERTAIN ACTIVE AND INACTIVE EMPLOYEES against other Defined Benefit (Pension) plans on the plan type page, or view plans in Missouri 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 430156220.

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 official public datasets. See our methodology for details.