Defined Benefit (Pension) · DOL Form 5500 · 2023

Angell-Demmel North America Dba Alutrim North America, Inc. Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
39th
Percentile by assets National rank
$420,831
Avg per participant High balance/head
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Official DOL plan name: Dawn-Iue Local No. 697 Pension Plan · Sponsored by Angell-Demmel North America Dba Alutrim North America, Inc. · Kentucky · Manufacturing

$4M in assets, 9 participants

Angell-Demmel North America Dba Alutrim North America, Inc.'s Dawn-Iue Local No. 697 Pension Plan reported $4M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,221 in Manufacturing (18,722 peers)

What the 2023 filing shows

Dawn-Iue Local No. 697 Pension Plan holds $4M for 9 participants - about $420,831 per participant, in the lower half of filed plans by assets.

#4,221
in Manufacturing (18,722 peers)
+4.2%
assets growth YoY

Dawn-Iue Local No. 697 Pension Plan's mid-pack asset rank among Manufacturing and all filers

Dawn-Iue Local No. 697 Pension Plan vs every filed plan by assets

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

$3,787,475 39th percentile higher than 39% 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

Dawn-Iue Local No. 697 Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dawn-Iue Local No. 697 Pension Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dawn-Iue Local No. 697 Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $153K in the plan year 2023 filing.
  • Dawn-Iue Local No. 697 Pension Plan reported participants fell from 11 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Dawn-Iue Local No. 697 Pension Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 320585179 · Angell-Demmel North America Dba Alutrim North America, Inc. PY 2023 · Defined Benefit (Pension)

Dawn-Iue Local No. 697 Pension Plan · $4M · 9 · 39th

  • RANK $4M
  • RANK 9
  • RANK 39th
  • RANK Defined Benefit (Pension)
  • RANK near Law Offices of Kayhan Shakib Defined Benefit Pension Plan
  • RANK ind #4221

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 Kentucky →

Dawn-Iue Local No. 697 Pension Plan in the asset neighbourhood

Dawn-Iue Local No. 697 Pension PlanDawn-Iue Local No. 697 Pensi…$4MLaw Offices of Kayhan Shakib Defined Benefit Pension PlanLaw Offices of Kayhan Shakib…$4MIndianapolis Power & Light Company Supplemental Retirement PlanIndianapolis Power & Light C…$4MDisston Chiropractic Cash Balance PlanDisston Chiropractic Cash Ba…$4MWestcoast Roof Consulting, Inc., Cash Balance PlanWestcoast Roof Consulting, I…$4M
End-of-year total assets ($M) among Dawn-Iue Local No. 697 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$153K
Employer EIN320585179
Plan Effective Date1962-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Angell-Demmel North America Dba Alutrim North America, Inc.)

Sponsor-wide plan assets over time

All Angell-Demmel North America Dba Alutrim North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 4.06144555451973% vs 2022
2024 filing year
$3.4M$3.5M$3.6M$3.7M$3.8M$3.9M 202220232024 $3.64M $3.49M ▼ -4.1%
Year Plans Participants Total Assets
2022 1 11 $4M
2023 1 9 $4M
2024 1 9 $3M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Dawn-Iue Local No. 697 Pension 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 ($B) Participants Dawn-Iue Local No. 697 Pension Plan, Total assets ($B): 0.003787475 · Participants: 9Dawn-Iue Local No. 697 Pension 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
Dawn-Iue Local No. 697 Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Dawn-Iue Local No. 697 Pension Plan side-by-side with 3 peers →

Dawn-Iue Local No. 697 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Law Offices of Kayhan Shakib Defined Benefit Pension Plan in CA ($4M); by covered participants it is Symphony Management Cash Balance Plan in FL (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Dawn-Iue Local No. 697 Pension Plan assets move in 2023? ▼
Dawn-Iue Local No. 697 Pension Plan edged up modestly - up 4.2% during 2023, from $4M to $4M. Reported net income was $153K.
How have Angell-Demmel North America Dba Alutrim North America, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Angell-Demmel North America Dba Alutrim North America, Inc.'s sponsor-wide assets declined 4.1%, from $4M to $3M.
Which Defined Benefit (Pension) plans are similar in size to Dawn-Iue Local No. 697 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Law Offices of Kayhan Shakib Defined Benefit Pension Plan in CA ($4M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Dawn-Iue Local No. 697 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Symphony Management Cash Balance Plan in FL (9 participants, $3M 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 320585179.

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.