Defined Benefit (Pension) · DOL Form 5500 · 2023

Appleton Group LLC Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
60
Participants Small participant base
62nd
Percentile by assets National rank
$190,570
Avg per participant Above avg balance/head
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Official DOL plan name: Appleton Group LLC Pension Plan for Bargaining Unit Employees · Sponsored by Appleton Group LLC · Missouri · Manufacturing

$11M in assets, 60 participants

Appleton Group LLC's Appleton Group LLC Pension Plan for Bargaining Unit Employees reported $11M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,078 in Manufacturing (18,722 peers)

Appleton Group LLC multi-year trail

Appleton Group LLC's plans moved +11.2% in assets from 2022 to 2024; this filing shows Appleton Group LLC Pension Plan for Bargaining Unit Employees at $11M / 60 participants.

#9,078
in Manufacturing (18,722 peers)
+11.9%
assets growth YoY

Appleton Group LLC Pension Plan for Bargaining Unit Employees's mid-pack asset rank among Manufacturing and all filers

Appleton Group LLC Pension Plan for Bargaining Unit Employees vs every filed plan by assets

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

$11,434,180 Top 38% higher than 62% 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

Appleton Group LLC Pension Plan for Bargaining Unit Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appleton Group LLC Pension Plan for Bargaining Unit Employees is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appleton Group LLC Pension Plan for Bargaining Unit Employees reported net income rose from $96K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Appleton Group LLC Pension Plan for Bargaining Unit Employees end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Appleton Group LLC Pension Plan for Bargaining Unit Employees reported participants fell from 65 in the plan year 2022 filing to 60 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364178995 · Appleton Group LLC PY 2023 · Defined Benefit (Pension)

Appleton Group LLC Pension Plan for Bargaining Unit Employees · $11M · 60 · 62nd

  • EOY $11M
  • EOY 60
  • EOY 62nd
  • EOY Defined Benefit (Pension)
  • EOY near Alecto Healthcare Services Ohio Valley LLC Pension Plan
  • EOY ind #9078

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 Missouri →

Appleton Group LLC Pension Plan for Bargaining Unit Employees in the asset neighbourhood

Be Productions, Inc. Defined Benefit Pension PlanBe Productions, Inc. Defined…$11MBricklayers Local No. 55 Pension PlanBricklayers Local No. 55 Pen…$11MAppleton Group LLC Pension Plan for Bargaining Unit EmployeesAppleton Group LLC Pension P…$11MAlecto Healthcare Services Ohio Valley LLC Pension PlanAlecto Healthcare Services O…$11MEstwing Manufacturing Company, Inc. Pension PlanEstwing Manufacturing Compan…$11M
End-of-year total assets ($M) among Appleton Group LLC Pension Plan for Bargaining Unit Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Appleton Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Appleton Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.243588070671622% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.2M $11.4M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 65 $10M
2023 1 60 $11M
2024 1 81 $11M

Appleton Group LLC filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN364178995
Plan Effective Date1997-09-15
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Missouri

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

Appleton Group LLC Pension Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Appleton Group LLC Pension Plan for Bargaining Unit Employees, Total assets ($B): 0.01143418 · Participants: 60Appleton Group LLC Pension Plan for Bargaining Unit EmployeesBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Appleton Group LLC Pension Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Appleton Group LLC Pension Plan for Bargaining Unit Employees side-by-side with 3 peers →

Appleton Group LLC Pension Plan for Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is Alecto Healthcare Services Ohio Valley LLC Pension Plan in CA ($11M); by covered participants it is Riverspring Licensed Home Care Services Agency, Inc. Pension Plan in NY (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Appleton Group LLC Pension Plan for Bargaining Unit Employees assets move in 2023? ▼
Appleton Group LLC Pension Plan for Bargaining Unit Employees grew at a solid clip - up 11.9% during 2023, from $10M to $11M. Reported net income was $1M.
How have Appleton Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appleton Group LLC's sponsor-wide assets grew 11.2%, from $10M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Appleton Group LLC Pension Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alecto Healthcare Services Ohio Valley LLC Pension Plan in CA ($11M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Appleton Group LLC Pension Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Riverspring Licensed Home Care Services Agency, Inc. Pension Plan in NY (60 participants, N/A 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 364178995.

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.