Defined Benefit (Pension) · DOL Form 5500 · 2024

Rand-Whitney Group, LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
94
Participants Small participant base
40th
Percentile by assets National rank
$46,625
Avg per participant Low balance/head
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Official DOL plan name: Rand-Whitney Retirement Plan for Members of Bargaining Units · Sponsored by Rand-Whitney Group, LLC · Massachusetts · Manufacturing

$4M in assets, 94 participants

Rand-Whitney Group, LLC's Rand-Whitney Retirement Plan for Members of Bargaining Units reported $4M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,051 in Manufacturing (17,777 peers)

Rand-Whitney Group, LLC multi-year trail

Rand-Whitney Group, LLC's plans moved +32.8% in assets from 2022 to 2024; this filing shows Rand-Whitney Retirement Plan for Members of Bargaining Units at $4M / 94 participants.

#4,051
in Manufacturing (17,777 peers)
+12.6%
assets growth YoY

Rand-Whitney Retirement Plan for Members of Bargaining Units's mid-pack asset rank among Manufacturing and all filers

Rand-Whitney Retirement Plan for Members of Bargaining Units vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,382,740 40th percentile higher than 40% of 123,620 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 2024

Rand-Whitney Retirement Plan for Members of Bargaining Units among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rand-Whitney Retirement Plan for Members of Bargaining Units is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rand-Whitney Retirement Plan for Members of Bargaining Units reported net income fell from $604K in the plan year 2023 filing to $489K in the plan year 2024 filing.
  • Rand-Whitney Retirement Plan for Members of Bargaining Units reported participants rose from 80 in the plan year 2023 filing to 94 in the plan year 2024 filing.
  • Rand-Whitney Retirement Plan for Members of Bargaining Units end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 043340692 · Rand-Whitney Group, LLC PY 2024 · Defined Benefit (Pension)

Rand-Whitney Retirement Plan for Members of Bargaining Units · $4M · 94 · 40th

  • NET $4M
  • NET 94
  • NET 40th
  • NET Defined Benefit (Pension)
  • NET near Wells Manufacturing Pension Plan
  • NET ind #4051

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 Massachusetts →

Rand-Whitney Retirement Plan for Members of Bargaining Units in the asset neighbourhood

Wells Manufacturing Pension PlanWells Manufacturing Pension …$4MFrank J. Laine, P.C. Defined Benefit PlanFrank J. Laine, P.C. Defined…$4MSuburban Manufacturing Company Retirement Plan for Bargaining EmployeesSuburban Manufacturing Compa…$4MRand-Whitney Retirement Plan for Members of Bargaining UnitsRand-Whitney Retirement Plan…$4MSeabridge Capital, LLC Defined Benefit PlanSeabridge Capital, LLC Defin…$4M
End-of-year total assets ($M) among Rand-Whitney Retirement Plan for Members of Bargaining Units and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Rand-Whitney Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rand-Whitney Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.78115280757863% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M$6M 202220232024 $4.09M $5.43M ▲ +32.8%
Year Plans Participants Total Assets
2022 2 156 $4M
2023 1 80 $4M
2024 2 121 $5M

Rand-Whitney Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$489K
Employer EIN043340692
Plan Effective Date1986-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Rand-Whitney Retirement Plan for Members of Bargaining Units vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Rand-Whitney Retirement Plan for Members of Bargaining Units, Total assets ($B): 0.00438274 · Participants: 94Rand-Whitney Retirement Plan for Members of Bargaining UnitsConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Rand-Whitney Retirement Plan for Members of Bargaining Units vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Rand-Whitney Retirement Plan for Members of Bargaining Units side-by-side with 3 peers →

Rand-Whitney Retirement Plan for Members of Bargaining Units's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Wells Manufacturing Pension Plan in WI ($4M); by covered participants it is Elmont Cemetery Field Workers Pension Trust in NY (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rand-Whitney Retirement Plan for Members of Bargaining Units assets move in 2024? ▼
Rand-Whitney Retirement Plan for Members of Bargaining Units grew at a solid clip - up 12.6% during 2024, from $4M to $4M. Reported net income was $489K.
How have Rand-Whitney Group, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rand-Whitney Group, LLC's sponsor-wide assets grew 32.8%, from $4M to $5M.
Which Defined Benefit (Pension) plans are similar in size to Rand-Whitney Retirement Plan for Members of Bargaining Units? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wells Manufacturing Pension Plan in WI ($4M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rand-Whitney Retirement Plan for Members of Bargaining Units? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Elmont Cemetery Field Workers Pension Trust in NY (94 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043340692.

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.