Defined Benefit (Pension) · DOL Form 5500 · 2023

Unifrax I LLC Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
161
Participants Small participant base
64th
Percentile by assets National rank
$79,982
Avg per participant Below avg balance/head
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Official DOL plan name: Unifrax Hourly Defined Benefit Pension Plan · Sponsored by Unifrax I LLC · New York · Manufacturing

$13M in assets, 161 participants

Unifrax I LLC's Unifrax Hourly Defined Benefit Pension Plan reported $13M in total assets and 161 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,663 in Manufacturing (18,722 peers)

Coverage in New York

Unifrax Hourly Defined Benefit Pension Plan covers 161 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $13M.

#9,663
in Manufacturing (18,722 peers)
+14.3%
assets growth YoY

Unifrax Hourly Defined Benefit Pension Plan's mid-pack asset rank among Manufacturing and all filers

Unifrax Hourly Defined Benefit Pension Plan vs every filed plan by assets

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

$12,877,175 Top 36% higher than 64% 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

Unifrax Hourly Defined Benefit 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. Unifrax Hourly Defined Benefit Pension Plan sits mid-pack in the medium band (161 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unifrax Hourly Defined Benefit Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Unifrax Hourly Defined Benefit Pension Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Unifrax Hourly Defined Benefit Pension Plan reported participants fell from 177 in the plan year 2022 filing to 161 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341535916 · Unifrax I LLC PY 2023 · Defined Benefit (Pension)

Unifrax Hourly Defined Benefit Pension Plan · $13M · 161 · 64th

  • PHOTO $13M
  • PHOTO 161
  • PHOTO 64th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near City and County Credit Union Pension Plan
  • PHOTO ind #9663

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 New York →

Unifrax Hourly Defined Benefit Pension Plan in the asset neighbourhood

Unifrax Hourly Defined Benefit Pension PlanUnifrax Hourly Defined Benef…$13MCity and County Credit Union Pension PlanCity and County Credit Union…$13MHospital General Menonita Employees' Pension PlanHospital General Menonita Em…$13MNorth Dakota Farmers Union Pension PlanNorth Dakota Farmers Union P…$13MLacrosse Footwear, Inc. Pension PlanLacrosse Footwear, Inc. Pens…$13M
End-of-year total assets ($M) among Unifrax Hourly Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN341535916
Plan Effective Date1996-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Unifrax I LLC)

Sponsor-wide plan assets over time

All Unifrax I LLC plans reported in each filing year

Latest sponsor-wide plan assets
$276M 104.31565560624176% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $135M $276M ▲ +104.3%
Year Plans Participants Total Assets
2022 2 1,173 $135M
2023 2 1,276 $253M
2024 2 1,959 $276M

Nearby Defined Benefit (Pension) Plans in New York

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

Unifrax Hourly Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Unifrax Hourly Defined Benefit Pension Plan, Total assets ($B): 0.012877175 · Participants: 161Unifrax Hourly Defined Benefit Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Unifrax Hourly Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Unifrax Hourly Defined Benefit Pension Plan side-by-side with 3 peers →

Unifrax Hourly Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is City and County Credit Union Pension Plan in MN ($13M); by covered participants it is IBEW Local Union No 607 Pension in NJ (161 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (161 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 Unifrax Hourly Defined Benefit Pension Plan assets move in 2023? ▼
Unifrax Hourly Defined Benefit Pension Plan grew at a solid clip - up 14.3% during 2023, from $11M to $13M. Reported net income was $2M.
How have Unifrax I LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unifrax I LLC's sponsor-wide assets grew 104.3%, from $135M to $276M.
Which Defined Benefit (Pension) plans are similar in size to Unifrax Hourly Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is City and County Credit Union Pension Plan in MN ($13M, 76 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unifrax Hourly Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is IBEW Local Union No 607 Pension in NJ (161 participants, $20M 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 341535916.

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.