Defined Benefit (Pension) · DOL Form 5500 · 2023
Bonney Forge Corporation Pension Plan
Data updated 2026-08-25
- $963K
- Total assets Small plan by assets
- 77
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $12,512
- Avg per participant Low balance/head
Official DOL plan name: Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 · Sponsored by Bonney Forge Corporation · Pennsylvania · Manufacturing
$963K in assets, 77 participants
Bonney Forge Corporation's Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 reported $963K in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,894 in Manufacturing (18,722 peers)
Bonney Forge Corporation multi-year trail
Bonney Forge Corporation's plans moved -31.2% in assets from 2022 to 2024; this filing shows Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 at $963K / 77 participants.
- #1,894
- in Manufacturing (18,722 peers)
- -94.0%
- assets change YoY
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 among the smaller filed plans by assets
Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$963,411 23rd percentile higher than 23% 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
Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 is a small filing (77 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 reported net income fell from $857K in the plan year 2022 filing to -$15M in the plan year 2023 filing.
- Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 end-of-year assets fell from $16M in the plan year 2022 filing to $963K in the plan year 2023 filing.
- Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 reported participants fell from 82 in the plan year 2022 filing to 77 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 232308673 · Bonney Forge Corporation PY 2023 · Defined Benefit (Pension)
Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 · $963K · 77 · 23rd
- PCT $963K
- EIN 77
- RANK 23rd
- PHOTO Defined Benefit (Pension)
- IND near Gsg Capital Advisors Cash Balance Plan
- EOY ind #1894
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 Pennsylvania →
Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521 in the asset neighbourhood
Bonney Forge Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Bonney Forge Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 31.15634363934553% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 374 | $37M |
| 2023 | 3 | 388 | $24M |
| 2024 | 3 | 319 | $25M |
Bonney Forge Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $963K |
| Net Income | -$15M |
| Employer EIN | 232308673 |
| Plan Effective Date | 1971-07-07 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Bonney Forge Corp. Pension Plan for Employees of Huntingdon Machine Usw Local 6521's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Gsg Capital Advisors Cash Balance Plan in CA ($964K); by covered participants it is American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof in IN (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($963K here).
Similar participant headcount
Nearest other-state filings by covered participants (77 participants); asset peers above are excluded.
- American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof (IN) 77 · 0 off
- Continental Motors UAW Pension Plan (AL) 77 · 0 off
- The Stride Rite Corporation Retirement Income Plan (MI) 77 · 0 off
- Association of Equipment Manufacturers Pension Plan (WI) 77 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.