Defined Benefit (Pension) · DOL Form 5500 · 2023

Russellville Engineered Castings, Inc. Pension Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
34
Participants Small participant base
43rd
Percentile by assets National rank
$134,055
Avg per participant Near avg balance/head
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Official DOL plan name: Russellville Engineered Castings Union Retirement Plan · Sponsored by Russellville Engineered Castings, Inc. · Kentucky · Manufacturing

$5M in assets, 34 participants

Russellville Engineered Castings, Inc.'s Russellville Engineered Castings Union Retirement Plan reported $5M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #4,834 in Manufacturing (18,722 peers)

What the 2023 filing shows

Russellville Engineered Castings Union Retirement Plan holds $5M for 34 participants - about $134,055 per participant, in the lower half of filed plans by assets.

#4,834
in Manufacturing (18,722 peers)
+5.2%
assets growth YoY

Russellville Engineered Castings Union Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Russellville Engineered Castings Union Retirement Plan vs every filed plan by assets

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

$4,557,883 43rd percentile higher than 43% 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

Russellville Engineered Castings Union Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Russellville Engineered Castings Union Retirement Plan is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Russellville Engineered Castings Union Retirement Plan reported net income rose from $118K in the plan year 2022 filing to $226K in the plan year 2023 filing.
  • Russellville Engineered Castings Union Retirement Plan reported participants fell from 42 in the plan year 2022 filing to 34 in the plan year 2023 filing.
  • Russellville Engineered Castings Union Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 611154640 · Russellville Engineered Castings, Inc. PY 2023 · Defined Benefit (Pension)

Russellville Engineered Castings Union Retirement Plan · $5M · 34 · 43rd

  • VS-ST $5M
  • VS-ST 34
  • VS-ST 43rd
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Korg U.S.a. Pension Plan
  • VS-ST ind #4834

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 →

Russellville Engineered Castings Union Retirement Plan in the asset neighbourhood

Herschel Kulefsky, Esq. Retirement PlanHerschel Kulefsky, Esq. Reti…$5MRussellville Engineered Castings Union Retirement PlanRussellville Engineered Cast…$5MKorg U.S.a. Pension Plan$5MWells Manufacturing Pension PlanWells Manufacturing Pension …$5MLiberty Puerto Rico Pension PlanLiberty Puerto Rico Pension …$5M
End-of-year total assets ($M) among Russellville Engineered Castings Union Retirement 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)$5M
Net Income$226K
Employer EIN611154640
Plan Effective Date2014-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Russellville Engineered Castings, Inc.)

Sponsor-wide plan assets over time

All Russellville Engineered Castings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 9.719982709361059% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M 202220232024 $11.1M $12.2M ▲ +9.7%
Year Plans Participants Total Assets
2022 2 216 $11M
2023 2 225 $12M
2024 2 180 $12M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Russellville Engineered Castings Union Retirement 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 ($B) Participants Russellville Engineered Castings Union Retirement Plan, Total assets ($B): 0.004557883 · Participants: 34Russellville Engineered Castings Union Retirement 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
Russellville Engineered Castings Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Russellville Engineered Castings Union Retirement Plan side-by-side with 3 peers →

Russellville Engineered Castings Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Korg U.S.a. Pension Plan in NY ($5M); by covered participants it is H&n Group, Inc. Defined Benefit Pension Plan in CA (34 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Russellville Engineered Castings Union Retirement Plan assets move in 2023? ▼
Russellville Engineered Castings Union Retirement Plan grew at a solid clip - up 5.2% during 2023, from $4M to $5M. Reported net income was $226K.
How have Russellville Engineered Castings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Russellville Engineered Castings, Inc.'s sponsor-wide assets grew 9.7%, from $11M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Russellville Engineered Castings Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Korg U.S.a. Pension Plan in NY ($5M, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Russellville Engineered Castings Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is H&n Group, Inc. Defined Benefit Pension Plan in CA (34 participants, $7M 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 611154640.

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.