Defined Benefit (Pension) · DOL Form 5500 · 2023

A.M. Castle & Co. Pension Plan

Data updated 2026-08-11

$139M
Total assets
136
Participants
93rd
Percentile by assets
$1.0M
Avg per participant
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Official DOL plan name: Pension Plan for Employees of a.M. Castle & Co. · Sponsored by A.M. Castle & Co. · Illinois · Wholesale Trade

$139M in assets, 136 participants

A.M. Castle & Co.'s Pension Plan for Employees of a.M. Castle & Co. reported $139M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #5,964 in Wholesale Trade (6,309 peers)

Coverage in Illinois

Pension Plan for Employees of a.M. Castle & Co. covers 136 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $139M.

$139M
total plan assets (2023 EOY)
136
covered participants
93rd
percentile by assets (of 127,072 plans)
$1.0M
avg assets per participant

The plan reported a net loss of $132K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Employees of a.M. Castle & Co. reported net income rose from -$42M in the plan year 2022 filing to -$132K in the plan year 2023 filing.
  • Pension Plan for Employees of a.M. Castle & Co. reported participants fell from 154 in the plan year 2022 filing to 136 in the plan year 2023 filing.
  • Pension Plan for Employees of a.M. Castle & Co. end-of-year assets rose from $132M in the plan year 2022 filing to $139M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Pension Plan for Employees of a.M. Castle & Co. reports 136 participants - about 17% of that state average ($139M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$132M
Net Assets (End of Year)$108M
Net Income-$132K
Employer EIN360879160
Plan Effective Date1950-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.M. Castle & Co.)

$195M$200M$205M$210M$215M$220M 202220232024 $202M $201M ▼ -0.2%
Total plan assets by year, all A.M. Castle & Co. plans on file
Year Plans Participants Total Assets
2022 2 607 $202M
2023 2 628 $214M
2024 2 579 $201M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Pension Plan for Employees of a.M. Castle & Co. vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Pension Plan for Employees of a.M. Castle & Co. vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Pension Plan for Emp…Central States, Sout…State Farm Insurance…United Food & Commer…John Deere Pension P…Abbott Laboratories …
Pension Plan for Employees of a.M. Castle & Co. vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan for Employees of a.M. Castle & Co. by total assets, not by location.

Frequently Asked Questions

How did Pension Plan for Employees of a.M. Castle & Co. assets move in 2023?
Pension Plan for Employees of a.M. Castle & Co. edged up modestly - up 4.9% during 2023, from $132M to $139M. Reported net income was -$132K.
How have A.M. Castle & Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), A.M. Castle & Co.'s sponsor-wide assets declined 0.2%, from $202M to $201M.
Where does Pension Plan for Employees of a.M. Castle & Co. rank by assets among Form 5500 filers?
Pension Plan for Employees of a.M. Castle & Co. ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Employees of a.M. Castle & Co.?
Among Defined Benefit (Pension) plans in other states, the closest by assets is National Hockey League Retirement Plan United States in NY ($139M, 293 participants).

Next read for Pension Plan for Employees of a.M. Castl…

Filing takeaways

Ways to act on Pension Plan for Employees of a.M. Castle & Co.'s numbers.

  • By total assets, Pension Plan for Employees of a.M. Castle & Co. ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Illinois. Compare plans
  • A.M. Castle & Co.'s sponsor-wide assets have declined 0.2% since 2022 across 3 plan years on file. More Wholesale Trade plans