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
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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

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

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.

See the national 2022→2023 release diff →

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

Ardagh Metal Pension Plan$39MInternational Flavors & Fragrances Inc. Pension PlanInternational Flavors & Frag…$39MSt. Marys Location Pension Plan for Eligible Union EmployeesSt. Marys Location Pension P…$39MBrown-Forman Corporation Retirement PlanBrown-Forman Corporation Ret…$39MSola Optical Pension Plan$39M
End-of-year total assets ($M) among St. Marys Location Pension Plan for Eligible Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$39M
Net Income$4M
Employer EIN382131316
Plan Effective Date2021-12-01
Filing StatusFILING 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
$80M$90M$100M$110M$120M 202220232024 $91.6M $114M ▲ +24.5%
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.

St. Marys Location Pension Plan for Eligible Union Employees vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants St. Marys Location Pension Plan for Eligible Union Employees, Total assets ($B): 0.038626387 · Participants: 218St. Marys Location Pension Plan for Eligible Union EmployeesGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
St. Marys Location Pension Plan for Eligible Union Employees vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (218 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 St. Marys Location Pension Plan for Eligible Union Employees assets move in 2023?
St. Marys Location Pension Plan for Eligible Union Employees grew at a solid clip - up 11.3% during 2023, from $35M to $39M. Reported net income was $4M.
How have Loc Performance Products, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Loc Performance Products, LLC's sponsor-wide assets grew 24.5%, from $92M to $114M.
Where does St. Marys Location Pension Plan for Eligible Union Employees rank by assets among Form 5500 filers?
St. Marys Location Pension Plan for Eligible Union Employees ranks in the 83rd 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 St. Marys Location Pension Plan for Eligible Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Brown-Forman Corporation Retirement Plan in KY ($39M, 103 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to St. Marys Location Pension Plan for Eligible Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kellanova Muncy Pension Plan in IL (218 participants, $40M in assets).