Defined Benefit (Pension) · DOL Form 5500 · 2023

Thermo King Puerto Rico Manufactura, Inc. Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
188
Participants Below avg headcount
66th
Percentile by assets National rank
$73,773
Avg per participant Below avg balance/head
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Official DOL plan name: Thermo King Puerto Rico Manufactura, Inc. Pension Plan · Sponsored by Thermo King Puerto Rico Manufactura, Inc. · Puerto Rico · Manufacturing

$14M in assets, 188 participants

Thermo King Puerto Rico Manufactura, Inc.'s Thermo King Puerto Rico Manufactura, Inc. Pension Plan reported $14M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,033 in Manufacturing (18,722 peers)

Coverage in Puerto Rico

Thermo King Puerto Rico Manufactura, Inc. Pension Plan covers 188 participants in Puerto Rico, 2.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $14M.

#10,033
in Manufacturing (18,722 peers)
+6.9%
assets growth YoY

Thermo King Puerto Rico Manufactura, Inc. Pension Plan's mid-pack asset rank among Manufacturing and all filers

Thermo King Puerto Rico Manufactura, Inc. Pension Plan vs every filed plan by assets

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

$13,869,350 Top 34% higher than 66% 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

Thermo King Puerto Rico Manufactura, Inc. Pension 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. Thermo King Puerto Rico Manufactura, Inc. Pension Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Thermo King Puerto Rico Manufactura, Inc. Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $895K in the plan year 2023 filing.
  • Thermo King Puerto Rico Manufactura, Inc. Pension Plan end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Thermo King Puerto Rico Manufactura, Inc. Pension Plan reported participants fell from 198 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660777053 · Thermo King Puerto Rico Manufactura, Inc. PY 2023 · Defined Benefit (Pension)

Thermo King Puerto Rico Manufactura, Inc. Pension Plan · $14M · 188 · 66th

  • PCT $14M
  • EIN 188
  • RANK 66th
  • PHOTO Defined Benefit (Pension)
  • IND near Ward Manufacturing, LLC Pension Plan
  • EOY ind #10033

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 Puerto Rico →

Thermo King Puerto Rico Manufactura, Inc. Pension Plan in the asset neighbourhood

Legal Aid Society of Nassau County, N.Y., Inc. Employees' Pensioin TrustLegal Aid Society of Nassau …$14MMount Auburn Cemetery Retirement Income PlanMount Auburn Cemetery Retire…$14MThe Retirement Income Plan for the Ees of Grain Dealers Mutual Ins CoThe Retirement Income Plan f…$14MThermo King Puerto Rico Manufactura, Inc. Pension PlanThermo King Puerto Rico Manu…$14MWard Manufacturing, LLC Pension PlanWard Manufacturing, LLC Pens…$14M
End-of-year total assets ($M) among Thermo King Puerto Rico Manufactura, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$895K
Employer EIN660777053
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Thermo King Puerto Rico Manufactura, Inc.)

Sponsor-wide plan assets over time

All Thermo King Puerto Rico Manufactura, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 50.856525020969045% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.1M $81.7M ▲ +50.9%
Year Plans Participants Total Assets
2022 2 971 $54M
2023 2 960 $68M
2024 2 1,045 $82M

Nearby Defined Benefit (Pension) Plans in Puerto Rico

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

Thermo King Puerto Rico Manufactura, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -20002004006008001000 Total assets ($M) Participants Thermo King Puerto Rico Manufactura, Inc. Pension Plan, Total assets ($M): 13.86935 · Participants: 188Thermo King Puerto Rico Manufactura, Inc. Pension PlanPuerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly Employees, Total assets ($M): 800.425311 · Participants: 1638Puerto Rico Telephone Company Consolidated Retirement Plan for Salaried and Hourly EmployeesBanco Popular De Puerto Rico Retirement Plan, Total assets ($M): 632.455069 · Participants: 1952Banco Popular De Puerto Rico Retirement PlanMsd Puerto Rico Pension Plan, Total assets ($M): 416.908543 · Participants: 507Msd Puerto Rico Pension PlanThe Retirement Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 335.326883 · Participants: 1144The Retirement Plan for Lilly Affiliate Employees in Puerto RicoComponents Pension Plan for Puerto Rico, Total assets ($M): 177.084845 · Participants: 93Components Pension Plan for Puerto Rico
Thermo King Puerto Rico Manufactura, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Puerto Rico, assets vs. participants
Compare Thermo King Puerto Rico Manufactura, Inc. Pension Plan side-by-side with 3 peers →

Thermo King Puerto Rico Manufactura, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Puerto Rico, the nearest Defined Benefit (Pension) by assets is Ward Manufacturing, LLC Pension Plan in PA ($14M); by covered participants it is Local 464a Finast Full Time Employees Pension Plan in NJ (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Thermo King Puerto Rico Manufactura, Inc. Pension Plan assets move in 2023? ▼
Thermo King Puerto Rico Manufactura, Inc. Pension Plan grew at a solid clip - up 6.9% during 2023, from $13M to $14M. Reported net income was $895K.
How have Thermo King Puerto Rico Manufactura, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Thermo King Puerto Rico Manufactura, Inc.'s sponsor-wide assets grew 50.9%, from $54M to $82M.
Which Defined Benefit (Pension) plans are similar in size to Thermo King Puerto Rico Manufactura, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ward Manufacturing, LLC Pension Plan in PA ($14M, 106 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Thermo King Puerto Rico Manufactura, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 464a Finast Full Time Employees Pension Plan in NJ (188 participants, $10M 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 660777053.

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.