Defined Benefit (Pension) · DOL Form 5500 · 2023

Boart Longyear Company Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
38
Participants Small participant base
82nd
Percentile by assets National rank
$943,921
Avg per participant High balance/head
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Official DOL plan name: Boart Longyear Company Pension Plan and Trust · Sponsored by Boart Longyear Company · Utah · Mining & Oil Extraction

$36M in assets, 38 participants

Boart Longyear Company's Boart Longyear Company Pension Plan and Trust reported $36M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #541 in Mining & Oil Extraction (811 peers)

Where Boart Longyear Company Pension Plan and Trust sits by assets

Boart Longyear Company Pension Plan and Trust sits in the top quartile of all filed plans by assets, $36M for 38 participants (~$943,921/participant), down 1.4% in 2023.

#541
in Mining & Oil Extraction (811 peers)
-1.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $495K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Boart Longyear Company Pension Plan and Trust's outsized position by total assets

Boart Longyear Company Pension Plan and Trust vs every filed plan by assets

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

$35,869,002 Top 18% higher than 82% 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

Boart Longyear Company Pension Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Boart Longyear Company Pension Plan and Trust is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Boart Longyear Company Pension Plan and Trust reported net income rose from -$11M in the plan year 2022 filing to -$495K in the plan year 2023 filing.
  • Boart Longyear Company Pension Plan and Trust reported participants fell from 43 in the plan year 2022 filing to 38 in the plan year 2023 filing.
  • Boart Longyear Company Pension Plan and Trust end-of-year assets fell from $36M in the plan year 2022 filing to $36M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 870503343 · Boart Longyear Company PY 2023 · Defined Benefit (Pension)

Boart Longyear Company Pension Plan and Trust · $36M · 38 · 82nd

  • BOY $36M
  • SCH 38
  • EBSA 82nd
  • PART Defined Benefit (Pension)
  • TYPE near Mt. Elliott Cemetery Association Retirement Plan
  • NET ind #541

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 Mining & Oil Extraction retirement plans → · Plans in Utah →

Boart Longyear Company Pension Plan and Trust in the asset neighbourhood

Transport Workers Union of America AFL-CIO Local 100 Staff Pension PlanTransport Workers Union of A…$36MLocal 1102 Retirement Trust$36MNational Basketball Association Referees' Pension PlanNational Basketball Associat…$36MBoart Longyear Company Pension Plan and TrustBoart Longyear Company Pensi…$36MMt. Elliott Cemetery Association Retirement PlanMt. Elliott Cemetery Associa…$36M
End-of-year total assets ($M) among Boart Longyear Company Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$36M
Net Income-$495K
Employer EIN870503343
Plan Effective Date1944-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Boart Longyear Company)

Sponsor-wide plan assets over time

All Boart Longyear Company plans reported in each filing year

Latest sponsor-wide plan assets
$180M 25.02287585048934% vs 2022
2024 filing year
$140M$160M$180M$200M 202220232024 $144M $180M ▲ +25.0%
Year Plans Participants Total Assets
2022 2 996 $144M
2023 2 1,089 $164M
2024 2 1,148 $180M

Nearby Defined Benefit (Pension) Plans in Utah

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

Boart Longyear Company Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246810 Total assets ($B) Participants Boart Longyear Company Pension Plan and Trust, Total assets ($B): 0.035869002 · Participants: 38Boart Longyear Company Pension Plan and TrustDeseret Mutual Master Retirement Plan, Total assets ($B): 7.736829103 · Participants: 11210Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.209613 · Participants: 28140Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.97177716 · Participants: 1644Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.547334141 · Participants: 2464America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.3554572 · Participants: 8448Retail Food Employers & Ufcw Local 711 Pension
Boart Longyear Company Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Boart Longyear Company Pension Plan and Trust side-by-side with 3 peers →

Boart Longyear Company Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Mt. Elliott Cemetery Association Retirement Plan in MI ($36M); by covered participants it is Retirement Plan for Employees of Richardson Aviation in TX (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Boart Longyear Company Pension Plan and Trust assets move in 2023? ▼
Boart Longyear Company Pension Plan and Trust edged down modestly - down 1.4% during 2023, from $36M to $36M. Reported net income was -$495K.
How have Boart Longyear Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Boart Longyear Company's sponsor-wide assets grew 25.0%, from $144M to $180M.
Where does Boart Longyear Company Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Boart Longyear Company Pension Plan and Trust ranks in the 82nd 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 Boart Longyear Company Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mt. Elliott Cemetery Association Retirement Plan in MI ($36M, 39 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Boart Longyear Company Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Richardson Aviation in TX (38 participants, $21M 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 870503343.

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.