Defined Benefit (Pension) · DOL Form 5500 · 2023

Rudd Equipment Company, Inc. Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
71
Participants Small participant base
78th
Percentile by assets National rank
$388,436
Avg per participant High balance/head
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Official DOL plan name: Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan · Sponsored by Rudd Equipment Company, Inc. · Kentucky · Wholesale Trade

$28M in assets, 71 participants

Rudd Equipment Company, Inc.'s Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan reported $28M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,851 in Wholesale Trade (6,309 peers)

Where Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan sits by assets

Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan sits in the top quartile of all filed plans by assets, $28M for 71 participants (~$388,436/participant), up 8.1% in 2023.

#4,851
in Wholesale Trade (6,309 peers)
+8.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan's outsized position by total assets

Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan vs every filed plan by assets

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

$27,578,989 Top 22% higher than 78% 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

Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit 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. Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan reported net income rose from -$6M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan reported participants fell from 78 in the plan year 2022 filing to 71 in the plan year 2023 filing.
  • Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan end-of-year assets rose from $26M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610445955 · Rudd Equipment Company, Inc. PY 2023 · Defined Benefit (Pension)

Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan · $28M · 71 · 78th

  • RANK $28M
  • RANK 71
  • RANK 78th
  • RANK Defined Benefit (Pension)
  • RANK near Altium Packaging LP Salaried Pension Plan
  • RANK ind #4851

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 Wholesale Trade retirement plans → · Plans in Kentucky →

Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan in the asset neighbourhood

Defined Benefit Pension Plan of Curative Care Network, Inc.Defined Benefit Pension Plan…$28MRetirement Plan for Employees of Lighthouse InternationalRetirement Plan for Employee…$28MRudd Equipment Co. , Inc. Restated Employees' Defined Benefit PlanRudd Equipment Co. , Inc. Re…$28MAltium Packaging LP Salaried Pension PlanAltium Packaging LP Salaried…$28MThe Frozen Pension Plan and Trust for the Employees of Bronxcare Health SystemThe Frozen Pension Plan and …$28M
End-of-year total assets ($M) among Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN610445955
Plan Effective Date1965-10-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Rudd Equipment Company, Inc.)

Sponsor-wide plan assets over time

All Rudd Equipment Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 14.011172910436906% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $76.4M $65.7M ▼ -14.0%
Year Plans Participants Total Assets
2022 2 346 $76M
2023 2 341 $88M
2024 2 329 $66M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan, Total assets ($B): 0.027578989 · Participants: 71Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants

Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Altium Packaging LP Salaried Pension Plan in GA ($28M); by covered participants it is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (71 participants). Same-state nearby plans are listed separately above.

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 Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan assets move in 2023?
Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan grew at a solid clip - up 8.1% during 2023, from $26M to $28M. Reported net income was $2M.
How have Rudd Equipment Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rudd Equipment Company, Inc.'s sponsor-wide assets declined 14.0%, from $76M to $66M.
Where does Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan rank by assets among Form 5500 filers?
Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Altium Packaging LP Salaried Pension Plan in GA ($28M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rudd Equipment Co. , Inc. Restated Employees' Defined Benefit Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Personal Finance Company LLC Retirement Plan and Trust Agreement in MD (71 participants, $5M in assets).