Defined Benefit (Pension) · DOL Form 5500 · 2023

Global Tote US, LLC Pension Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
98
Participants Small participant base
47th
Percentile by assets National rank
$58,193
Avg per participant Low balance/head
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Official DOL plan name: Global Tote US Pension Plan for Union Employees · Sponsored by Global Tote US, LLC · Connecticut · Manufacturing

$6M in assets, 98 participants

Global Tote US, LLC's Global Tote US Pension Plan for Union Employees reported $6M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #5,687 in Manufacturing (18,722 peers)

Global Tote US, LLC multi-year trail

Global Tote US, LLC's plans moved +15.2% in assets from 2022 to 2024; this filing shows Global Tote US Pension Plan for Union Employees at $6M / 98 participants.

#5,687
in Manufacturing (18,722 peers)
+4.8%
assets growth YoY

Global Tote US Pension Plan for Union Employees's mid-pack asset rank among Manufacturing and all filers

Global Tote US Pension Plan for Union Employees vs every filed plan by assets

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

$5,702,922 47th percentile higher than 47% 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

Global Tote US Pension Plan for Union Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Global Tote US Pension Plan for Union Employees is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Global Tote US Pension Plan for Union Employees end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Global Tote US Pension Plan for Union Employees reported participants rose from 94 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 010894947 · Global Tote US, LLC PY 2023 · Defined Benefit (Pension)

Global Tote US Pension Plan for Union Employees · $6M · 98 · 47th

  • PART $6M
  • PART 98
  • PART 47th
  • PART Defined Benefit (Pension)
  • PART near Pension Plan for Bargaining Unit Employees of Hawaiian Cement, Maui Concrete & Aggregate Division
  • PART ind #5687

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 →

Global Tote US Pension Plan for Union Employees in the asset neighbourhood

Magnequench International, Inc. Hourly Pension PlanMagnequench International, I…$6MGlobal Tote US Pension Plan for Union EmployeesGlobal Tote US Pension Plan …$6MPension Plan for Bargaining Unit Employees of Hawaiian Cement, Maui Concrete & Aggregate DivisionPension Plan for Bargaining …$6MValley Radiologists & Associates, P.a. Defined Benefit PlanValley Radiologists & Associ…$6MMetro Credit Union Pension PlanMetro Credit Union Pension P…$6M
End-of-year total assets ($M) among Global Tote US Pension Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Global Tote US, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Global Tote US, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 15.15848742961332% vs 2022
2024 filing year
$11M$12M$13M$14M 202220232024 $11.3M $13.1M ▲ +15.2%
Year Plans Participants Total Assets
2022 2 309 $11M
2023 2 317 $12M
2024 2 201 $13M

Global Tote US, LLC filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$263K
Employer EIN010894947
Plan Effective Date1973-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Global Tote US Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Global Tote US Pension Plan for Union Employees, Total assets ($B): 0.005702922 · Participants: 98Global Tote US Pension Plan for Union EmployeesRtx 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
Global Tote US Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants

Global Tote US Pension Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Pension Plan for Bargaining Unit Employees of Hawaiian Cement, Maui Concrete & Aggregate Division in HI ($6M); by covered participants it is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (98 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 Global Tote US Pension Plan for Union Employees assets move in 2023?
Global Tote US Pension Plan for Union Employees edged up modestly - up 4.8% during 2023, from $5M to $6M. Reported net income was $263K.
How have Global Tote US, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Global Tote US, LLC's sponsor-wide assets grew 15.2%, from $11M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Global Tote US Pension Plan for Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Bargaining Unit Employees of Hawaiian Cement, Maui Concrete & Aggregate Division in HI ($6M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Global Tote US Pension Plan for Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (98 participants, $202M in assets).