Defined Benefit (Pension) · DOL Form 5500 · 2023
Loc Performance Products, LLC Pension Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 218
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $177,185
- Avg per participant Above avg balance/head
Official DOL plan name: St. Marys Location Pension Plan for Eligible Union Employees · Sponsored by Loc Performance Products, LLC · Michigan · Manufacturing
$39M in assets, 218 participants
Loc Performance Products, LLC's St. Marys Location Pension Plan for Eligible Union Employees reported $39M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #14,100 in Manufacturing (18,722 peers)
Coverage in Michigan
St. Marys Location Pension Plan for Eligible Union Employees covers 218 participants in Michigan, about 34% of the average Michigan filer (state average ~638 per filing). Assets: $39M.
- #14,100
- in Manufacturing (18,722 peers)
- +11.3%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
St. Marys Location Pension Plan for Eligible Union Employees's outsized position by total assets
St. Marys Location Pension Plan for Eligible Union Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,626,387 Top 17% higher than 83% 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
St. Marys Location Pension Plan for Eligible Union Employees among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. Marys Location Pension Plan for Eligible Union Employees sits mid-pack in the medium band (218 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- St. Marys Location Pension Plan for Eligible Union Employees reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- St. Marys Location Pension Plan for Eligible Union Employees end-of-year assets rose from $35M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- St. Marys Location Pension Plan for Eligible Union Employees reported participants fell from 239 in the plan year 2022 filing to 218 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 382131316 · Loc Performance Products, LLC PY 2023 · Defined Benefit (Pension)
St. Marys Location Pension Plan for Eligible Union Employees · $39M · 218 · 83rd
- RANK $39M
- RANK 218
- RANK 83rd
- RANK Defined Benefit (Pension)
- RANK near Brown-Forman Corporation Retirement Plan
- RANK ind #14100
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 Michigan →
St. Marys Location Pension Plan for Eligible Union Employees in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $39M |
| Net Income | $4M |
| Employer EIN | 382131316 |
| Plan Effective Date | 2021-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Loc Performance Products, LLC)
Sponsor-wide plan assets over time
All Loc Performance Products, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $114M 24.500436372161143% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,204 | $92M |
| 2023 | 3 | 1,224 | $100M |
| 2024 | 3 | 1,185 | $114M |
Nearby Defined Benefit (Pension) Plans in Michigan
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- General Motors Hourly-Rate Employees Pension Plan $44.8B · 17,959
- Ford Motor Company UAW Retirement Plan $19.3B · 26,442
- Ford Motor Company General Retirement Plan $12.7B · 10,215
- Dow Employees' Pension Plan $11.5B · 14,051
- Fca US LLC UAW Pension Agreement $11.2B · 13,635
St. Marys Location Pension Plan for Eligible Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Michigan, the nearest Defined Benefit (Pension) by assets is Brown-Forman Corporation Retirement Plan in KY ($39M); by covered participants it is Kellanova Muncy Pension Plan in IL (218 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Brown-Forman Corporation Retirement Plan (KY) $39M · 103
- International Flavors & Fragrances Inc. Pension Plan (NY) $39M · 271
- Ardagh Metal Pension Plan (IN) $39M · 699
- Sola Optical Pension Plan (KY) $39M · 36
Similar participant headcount
Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.
- Kellanova Muncy Pension Plan (IL) 218 · 0 off
- Snell & Wilmer L.L.P. Retirement Plan for Partners (AZ) 218 · 0 off
- The Okonite Company Orangeburg Hourly Employees Pension Plan (NJ) 218 · 0 off
- Local 463 Pension Fund (NY) 218 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.