Defined Benefit (Pension) · DOL Form 5500 · 2023

Rbc Bearings Incorporated Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
23
Participants Small participant base
56th
Percentile by assets National rank
$393,036
Avg per participant High balance/head
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Official DOL plan name: Roller Bearing Company of America, Inc. Union Pension Plan · Sponsored by Rbc Bearings Incorporated · Connecticut · Manufacturing

$9M in assets, 23 participants

Rbc Bearings Incorporated's Roller Bearing Company of America, Inc. Union Pension Plan reported $9M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #7,878 in Manufacturing (18,722 peers)

Rbc Bearings Incorporated multi-year trail

Rbc Bearings Incorporated's plans moved +38.5% in assets from 2022 to 2024; this filing shows Roller Bearing Company of America, Inc. Union Pension Plan at $9M / 23 participants.

#7,878
in Manufacturing (18,722 peers)
-63.2%
assets change YoY

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roller Bearing Company of America, Inc. Union Pension Plan's mid-pack asset rank among Manufacturing and all filers

Roller Bearing Company of America, Inc. Union Pension Plan vs every filed plan by assets

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

$9,039,832 Top 44% higher than 56% 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

Roller Bearing Company of America, Inc. Union 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. Roller Bearing Company of America, Inc. Union Pension Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roller Bearing Company of America, Inc. Union Pension Plan reported net income fell from -$2M in the plan year 2022 filing to -$16M in the plan year 2023 filing.
  • Roller Bearing Company of America, Inc. Union Pension Plan end-of-year assets fell from $25M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Roller Bearing Company of America, Inc. Union Pension Plan reported participants fell from 27 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133426227 · Rbc Bearings Incorporated PY 2023 · Defined Benefit (Pension)

Roller Bearing Company of America, Inc. Union Pension Plan · $9M · 23 · 56th

  • EIN $9M
  • EIN 23
  • EIN 56th
  • EIN Defined Benefit (Pension)
  • EIN near Eversheds Sutherland (US) LLP Cash Balance Plan a
  • EIN ind #7878

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 Connecticut →

Roller Bearing Company of America, Inc. Union Pension Plan in the asset neighbourhood

Kbf Cpas LLP Cash Balance PlanKbf Cpas LLP Cash Balance Pl…$9MEversheds Sutherland (US) LLP Cash Balance Plan aEversheds Sutherland (US) LL…$9MEversheds Sutherland (US) LLP Cash Balance Plan BEversheds Sutherland (US) LL…$9MRoller Bearing Company of America, Inc. Union Pension PlanRoller Bearing Company of Am…$9MThe W.W. Williams Company, LLC Employees' Pension PlanThe W.W. Williams Company, L…$9M
End-of-year total assets ($M) among Roller Bearing Company of America, Inc. Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Rbc Bearings Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Rbc Bearings Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$280M 38.49849030768252% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $202M $280M ▲ +38.5%
Year Plans Participants Total Assets
2022 2 2,946 $202M
2023 2 3,106 $244M
2024 1 3,175 $280M

Rbc Bearings Incorporated filing trail (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$9M
Net Income-$16M
Employer EIN133426227
Plan Effective Date1956-08-15
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Roller Bearing Company of America, Inc. Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Roller Bearing Company of America, Inc. Union Pension Plan, Total assets ($B): 0.009039832 · Participants: 23Roller Bearing Company of America, Inc. Union Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
Roller Bearing Company of America, Inc. Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Roller Bearing Company of America, Inc. Union Pension Plan side-by-side with 3 peers →

Roller Bearing Company of America, Inc. Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Eversheds Sutherland (US) LLP Cash Balance Plan a in DC ($9M); by covered participants it is Management Employees' Retirement Plan of Besser Company in MI (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Roller Bearing Company of America, Inc. Union Pension Plan assets move in 2023? ▼
Roller Bearing Company of America, Inc. Union Pension Plan contracted severely - down 63.2% during 2023, from $25M to $9M. Reported net income was -$16M.
How have Rbc Bearings Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rbc Bearings Incorporated's sponsor-wide assets grew 38.5%, from $202M to $280M.
Which Defined Benefit (Pension) plans are similar in size to Roller Bearing Company of America, Inc. Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eversheds Sutherland (US) LLP Cash Balance Plan a in DC ($9M, 125 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roller Bearing Company of America, Inc. Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Management Employees' Retirement Plan of Besser Company in MI (23 participants, N/A 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 133426227.

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.