Defined Benefit (Pension) · DOL Form 5500 · 2023

Ward Manufacturing, LLC Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
106
Participants Small participant base
66th
Percentile by assets National rank
$130,820
Avg per participant Near avg balance/head
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Official DOL plan name: Ward Manufacturing, LLC Pension Plan · Sponsored by Ward Manufacturing, LLC · Pennsylvania · Manufacturing

$14M in assets, 106 participants

Ward Manufacturing, LLC's Ward Manufacturing, LLC Pension Plan reported $14M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #10,031 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Ward Manufacturing, LLC Pension Plan covers 106 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#10,031
in Manufacturing (18,722 peers)
+1.9%
assets growth YoY

Ward Manufacturing, LLC Pension Plan's mid-pack asset rank among Manufacturing and all filers

Ward Manufacturing, LLC Pension Plan vs every filed plan by assets

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

$13,866,885 Top 34% higher than 66% 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

Ward Manufacturing, LLC Pension Plan 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. Ward Manufacturing, LLC Pension Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ward Manufacturing, LLC Pension Plan reported net income rose from -$2M in the plan year 2022 filing to $261K in the plan year 2023 filing.
  • Ward Manufacturing, LLC Pension Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Ward Manufacturing, LLC Pension Plan reported participants fell from 108 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 711042639 · Ward Manufacturing, LLC PY 2023 · Defined Benefit (Pension)

Ward Manufacturing, LLC Pension Plan · $14M · 106 · 66th

  • IND $14M
  • EOY 106
  • 5500 66th
  • ASSETS Defined Benefit (Pension)
  • PCT near Thermo King Puerto Rico Manufactura, Inc. Pension Plan
  • EIN ind #10031

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 →

Ward Manufacturing, LLC Pension Plan in the asset neighbourhood

Legal Aid Society of Nassau County, N.Y., Inc. Employees' Pensioin TrustLegal Aid Society of Nassau …$14MMount Auburn Cemetery Retirement Income PlanMount Auburn Cemetery Retire…$14MThe Retirement Income Plan for the Ees of Grain Dealers Mutual Ins CoThe Retirement Income Plan f…$14MWard Manufacturing, LLC Pension PlanWard Manufacturing, LLC Pens…$14MThermo King Puerto Rico Manufactura, Inc. Pension PlanThermo King Puerto Rico Manu…$14M
End-of-year total assets ($M) among Ward Manufacturing, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$261K
Employer EIN711042639
Plan Effective Date1986-03-10
Filing StatusFILING RECEIVED

Sponsor Plan History (Ward Manufacturing, LLC)

Sponsor-wide plan assets over time

All Ward Manufacturing, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 17.26785012127649% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $35.6M $29.5M ▼ -17.3%
Year Plans Participants Total Assets
2022 3 544 $36M
2023 3 529 $36M
2024 3 547 $29M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Ward Manufacturing, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ward Manufacturing, LLC Pension Plan, Total assets ($B): 0.013866885 · Participants: 106Ward Manufacturing, LLC Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Ward Manufacturing, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ward Manufacturing, LLC Pension Plan side-by-side with 3 peers →

Ward Manufacturing, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Thermo King Puerto Rico Manufactura, Inc. Pension Plan in PR ($14M); by covered participants it is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Ward Manufacturing, LLC Pension Plan assets move in 2023? ▼
Ward Manufacturing, LLC Pension Plan edged up modestly - up 1.9% during 2023, from $14M to $14M. Reported net income was $261K.
How have Ward Manufacturing, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ward Manufacturing, LLC's sponsor-wide assets declined 17.3%, from $36M to $29M.
Which Defined Benefit (Pension) plans are similar in size to Ward Manufacturing, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Thermo King Puerto Rico Manufactura, Inc. Pension Plan in PR ($14M, 188 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ward Manufacturing, LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Community Credit Union of Florida Defined Benefit Plan and Trust in FL (106 participants, $31M 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 711042639.

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.