Defined Benefit (Pension) · DOL Form 5500 · 2023

Amalgamated Sugar Company Pension Plan

Data updated 2026-08-25

$214M
Total assets Near avg plan size
840
Participants Near avg headcount
95th
Percentile by assets National rank
$254,296
Avg per participant Above avg balance/head
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Official DOL plan name: Amalgamated Sugar Company Hourly Retirement Plan · Sponsored by Amalgamated Sugar Company · Idaho · Manufacturing

$214M in assets, 840 participants

Amalgamated Sugar Company's Amalgamated Sugar Company Hourly Retirement Plan reported $214M in total assets and 840 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,253 in Manufacturing (18,722 peers)

Coverage in Idaho

Amalgamated Sugar Company Hourly Retirement Plan covers 840 participants in Idaho, 2.4x the typical Idaho plan (state average ~347 per filing). Assets: $214M.

#17,253
in Manufacturing (18,722 peers)
+19.3%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Amalgamated Sugar Company Hourly Retirement Plan's outsized position by total assets

Amalgamated Sugar Company Hourly Retirement Plan vs every filed plan by assets

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

$213,608,850 Top 5% higher than 95% 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

Amalgamated Sugar Company Hourly Retirement 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. Amalgamated Sugar Company Hourly Retirement Plan sits mid-pack in the medium band (840 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amalgamated Sugar Company Hourly Retirement Plan reported net income rose from $15M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Amalgamated Sugar Company Hourly Retirement Plan end-of-year assets rose from $179M in the plan year 2022 filing to $214M in the plan year 2023 filing.
  • Amalgamated Sugar Company Hourly Retirement Plan reported participants fell from 891 in the plan year 2022 filing to 840 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 870568755 · Amalgamated Sugar Company PY 2023 · Defined Benefit (Pension)

Amalgamated Sugar Company Hourly Retirement Plan · $214M · 840 · 95th

  • PCT $214M
  • EIN 840
  • RANK 95th
  • PHOTO Defined Benefit (Pension)
  • IND near Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos
  • EOY ind #17253

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 Idaho →

Amalgamated Sugar Company Hourly Retirement Plan in the asset neighbourhood

Firmenich Pension Plan$214MFreight Drivers and Helpers Local Union No. 557 Pension PlanFreight Drivers and Helpers …$214MAmalgamated Sugar Company Hourly Retirement PlanAmalgamated Sugar Company Ho…$214MEmployees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated CosEmployees' Retirement Plan o…$213MInsurance Organizations Employees' Retirement PlanInsurance Organizations Empl…$213M
End-of-year total assets ($M) among Amalgamated Sugar Company Hourly Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$214M
Net Income$35M
Employer EIN870568755
Plan Effective Date1953-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Sugar Company)

Sponsor-wide plan assets over time

All Amalgamated Sugar Company plans reported in each filing year

Latest sponsor-wide plan assets
$359M 1.0287637276691748% vs 2022
2024 filing year
$340M$360M$380M$400M$420M 202220232024 $355M $359M ▲ +1.0%
Year Plans Participants Total Assets
2022 4 2,526 $355M
2023 4 2,358 $409M
2024 4 2,649 $359M

Nearby Defined Benefit (Pension) Plans in Idaho

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

Amalgamated Sugar Company Hourly Retirement Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.522.5 Total assets ($B) Participants Amalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.21360885 · Participants: 840Amalgamated Sugar Company Hourly Retirement PlanIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.108067181 · Participants: 1037Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.937762817 · Participants: 2075Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.222718296 · Participants: 5337Shaws Supermarkets, Inc. Pension Plan for Union EmployeesSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.153694771 · Participants: 244St. Luke's Health System Basic Pension PlanHecla Mining Company Restated Retirement Plan, Total assets ($B): 0.115538468 · Participants: 499Hecla Mining Company Restated Retirement Plan
Amalgamated Sugar Company Hourly Retirement Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Amalgamated Sugar Company Hourly Retirement Plan side-by-side with 3 peers →

Amalgamated Sugar Company Hourly Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos in VA ($213M); by covered participants it is Navistar, Inc. Hourly Employees Pension Plan No. 1 in IL (840 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (840 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 Amalgamated Sugar Company Hourly Retirement Plan assets move in 2023? ▼
Amalgamated Sugar Company Hourly Retirement Plan grew sharply - up 19.3% during 2023, from $179M to $214M. Reported net income was $35M.
How have Amalgamated Sugar Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amalgamated Sugar Company's sponsor-wide assets grew 1.0%, from $355M to $359M.
Where does Amalgamated Sugar Company Hourly Retirement Plan rank by assets among Form 5500 filers? ▼
Amalgamated Sugar Company Hourly Retirement Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Amalgamated Sugar Company Hourly Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employees' Retirement Plan of Universal Leaf Tobacco Co. & Designated Affiliated Cos in VA ($213M, 368 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Sugar Company Hourly Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Navistar, Inc. Hourly Employees Pension Plan No. 1 in IL (840 participants, $741M 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 870568755.

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.