Defined Benefit (Pension) · DOL Form 5500 · 2023

The Burt Manufacturing Company Pension Plan

Data updated 2026-08-25

$419K
Total assets Small plan by assets
18
Participants Small participant base
16th
Percentile by assets National rank
$23,256
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pension Plan and Trust for Union Employees · Sponsored by The Burt Manufacturing Company · Ohio · Manufacturing

$419K in assets, 18 participants

The Burt Manufacturing Company's Pension Plan and Trust for Union Employees reported $419K in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,244 in Manufacturing (18,722 peers)

What the 2023 filing shows

Pension Plan and Trust for Union Employees holds $419K for 18 participants - about $23,256 per participant, among the smaller plans by assets on file.

#1,244
in Manufacturing (18,722 peers)
+7.1%
assets growth YoY

Pension Plan and Trust for Union Employees among the smaller filed plans by assets

Pension Plan and Trust for Union Employees vs every filed plan by assets

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

$418,599 16th percentile higher than 16% 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

Pension Plan and Trust 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. Pension Plan and Trust for Union Employees is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan and Trust for Union Employees reported net income rose from -$6K in the plan year 2022 filing to $28K in the plan year 2023 filing.
  • Pension Plan and Trust for Union Employees end-of-year assets rose from $391K in the plan year 2022 filing to $419K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341500040 · The Burt Manufacturing Company PY 2023 · Defined Benefit (Pension)

Pension Plan and Trust for Union Employees · $419K · 18 · 16th

  • NET $419K
  • BOOK 18
  • VS-ST 16th
  • BOY Defined Benefit (Pension)
  • SCH near Bluewater Painting LLC Cash Balance Plan
  • EBSA ind #1244

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 Ohio →

Pension Plan and Trust for Union Employees in the asset neighbourhood

Pension Plan and Trust for Union EmployeesPension Plan and Trust for U…$419KBluewater Painting LLC Cash Balance PlanBluewater Painting LLC Cash …$418KPro Health Group Inc Defined Benefit Pension PlanPro Health Group Inc Defined…$417KHausman Law Group, PC Defined Benefit Pension PlanHausman Law Group, PC Define…$416KLipworth Diamond Corp. Cash Balance PlanLipworth Diamond Corp. Cash …$416K
End-of-year total assets ($M) among Pension Plan and Trust for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$391K
Net Assets (End of Year)$419K
Net Income$28K
Employer EIN341500040
Plan Effective Date1956-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Burt Manufacturing Company)

Sponsor-wide plan assets over time

All The Burt Manufacturing Company plans reported in each filing year

Latest sponsor-wide plan assets
$429K 9.694396023231944% vs 2022
2024 filing year
$0.38M$0.4M$0.42M$0.44M 202220232024 $0.39M $0.43M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 18 $391K
2023 1 18 $419K
2024 1 18 $429K

Nearby Defined Benefit (Pension) Plans in Ohio

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

Pension Plan and Trust for Union Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Pension Plan and Trust for Union Employees, Total assets ($B): 0.000418599 · Participants: 18Pension Plan and Trust for Union EmployeesFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Pension Plan and Trust for Union Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Pension Plan and Trust for Union Employees side-by-side with 3 peers →

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

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Bluewater Painting LLC Cash Balance Plan in SC ($418K); by covered participants it is Virtus Precision Tube, LLC Pension Plan in KY (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Pension Plan and Trust for Union Employees assets move in 2023? ▼
Pension Plan and Trust for Union Employees grew at a solid clip - up 7.1% during 2023, from $391K to $419K. Reported net income was $28K.
How have The Burt Manufacturing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Burt Manufacturing Company's sponsor-wide assets grew 9.7%, from $391K to $429K.
Where does Pension Plan and Trust for Union Employees rank by assets among Form 5500 filers? ▼
Pension Plan and Trust for Union Employees ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan and Trust for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bluewater Painting LLC Cash Balance Plan in SC ($418K, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan and Trust for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Virtus Precision Tube, LLC Pension Plan in KY (18 participants, N/A 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 341500040.

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.