Defined Benefit (Pension) · DOL Form 5500 · 2023
A.M. Castle & Co. Pension Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 136
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
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.
- #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.
- #5,964
- in Wholesale Trade (6,309 peers)
- +4.9%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
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.
Pension Plan for Employees of a.M. Castle & Co.'s outsized position by total assets
Pension Plan for Employees of a.M. Castle & Co. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$138,747,479 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pension Plan for Employees of a.M. Castle & Co. 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. Pension Plan for Employees of a.M. Castle & Co. sits mid-pack in the medium band (136 participants).
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.
DOL schedule card
Filing strip 360879160 · A.M. Castle & Co. PY 2023 · Defined Benefit (Pension)
Pension Plan for Employees of a.M. Castle & Co. · $139M · 136 · 93rd
- EIN $139M
- RANK 136
- PHOTO 93rd
- IND Defined Benefit (Pension)
- EOY near National Hockey League Retirement Plan United States
- 5500 ind #5964
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 Illinois →
Pension Plan for Employees of a.M. Castle & Co. in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $132M |
|---|---|
| Net Assets (End of Year) | $108M |
| Net Income | -$132K |
| Employer EIN | 360879160 |
| Plan Effective Date | 1950-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (A.M. Castle & Co.)
Sponsor-wide plan assets over time
All A.M. Castle & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $201M 0.22100818923883458% vs 2022
- 2024 filing year
| 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.
- Central States, Southeast & Southwest Areas Pension Plan $49.7B · 48,538
- State Farm Insurance Companies Retirement Plan for United States Employees $35.2B · 45,001
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.0B · 20,680
- John Deere Pension Plan for Salaried Employees $8.0B · 16,346
- Abbott Laboratories Annuity Retirement Plan $7.8B · 17,382
Pension Plan for Employees of a.M. Castle & Co.'s out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is National Hockey League Retirement Plan United States in NY ($139M); by covered participants it is Laborers District Council of Virginia Pension Trust Fund in VA (136 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- National Hockey League Retirement Plan United States (NY) $139M · 293
- Westmoreland Retirement Plan (CO) $139M · 115
- IBEW Local No. 82 Pension Plan (PA) $139M · 659
- Pension Plan of Justice Resource Institute, Inc. (MA) $139M · 1,779
Similar participant headcount
Nearest other-state filings by covered participants (136 participants); asset peers above are excluded.
- Laborers District Council of Virginia Pension Trust Fund (VA) 136 · 0 off
- The Dial Corporation Future Security Plan (CT) 136 · 0 off
- Agere Systems Pension Plan (PA) 136 · 0 off
- Retirement Plan for Employees of Aquarion Company (CT) 136 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.