Defined Benefit (Pension) · DOL Form 5500 · 2024

Broan-Nutone LLC Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
108
Participants Small participant base
82nd
Percentile by assets National rank
$399,819
Avg per participant High balance/head
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Official DOL plan name: Nortek Retirement Plan · Sponsored by Broan-Nutone LLC · Wisconsin · Manufacturing

$43M in assets, 108 participants

Broan-Nutone LLC's Nortek Retirement Plan reported $43M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,386 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Nortek Retirement Plan covers 108 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $43M.

#13,386
in Manufacturing (17,777 peers)
-13.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Nortek Retirement Plan's outsized position by total assets

Nortek Retirement Plan vs every filed plan by assets

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

$43,180,433 Top 18% higher than 82% 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

Nortek Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nortek Retirement Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nortek Retirement Plan reported net income fell from -$436K in the plan year 2023 filing to -$7M in the plan year 2024 filing.
  • Nortek Retirement Plan reported participants fell from 127 in the plan year 2023 filing to 108 in the plan year 2024 filing.
  • Nortek Retirement Plan end-of-year assets fell from $50M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 050504397 · Broan-Nutone LLC PY 2024 · Defined Benefit (Pension)

Nortek Retirement Plan · $43M · 108 · 82nd

  • TYPE $43M
  • NET 108
  • BOOK 82nd
  • VS-ST Defined Benefit (Pension)
  • BOY near Nixon Peabody LLP Partner Parity Plan I
  • SCH ind #13386

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 Wisconsin →

Nortek Retirement Plan in the asset neighbourhood

Nortek Retirement Plan$43MNixon Peabody LLP Partner Parity Plan INixon Peabody LLP Partner Pa…$43MNixon Peabody LLP Partner Parity Plan IINixon Peabody LLP Partner Pa…$43MRoofers Local 221 Pension Trust FundRoofers Local 221 Pension Tr…$43MTma-Ila Pension Plan$43M
End-of-year total assets ($M) among Nortek Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$43M
Net Income-$7M
Employer EIN050504397
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broan-Nutone LLC)

Sponsor-wide plan assets over time

All Broan-Nutone LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 13.61763568174497% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $51.5M $44.5M ▼ -13.6%
Year Plans Participants Total Assets
2022 2 154 $51M
2023 2 127 $51M
2024 2 108 $44M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Nortek Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Nortek Retirement Plan, Total assets ($B): 0.043180433 · Participants: 108Nortek Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Nortek Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Nortek Retirement Plan side-by-side with 3 peers →

Nortek Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Nixon Peabody LLP Partner Parity Plan I in NY ($43M); by covered participants it is Kennedy Valve Factory Employees Pension Plan in AL (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Nortek Retirement Plan assets move in 2024? ▼
Nortek Retirement Plan pulled back noticeably - down 13.2% during 2024, from $50M to $43M. Reported net income was -$7M.
How have Broan-Nutone LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broan-Nutone LLC's sponsor-wide assets declined 13.6%, from $51M to $44M.
Where does Nortek Retirement Plan rank by assets among Form 5500 filers? ▼
Nortek Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Nortek Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nixon Peabody LLP Partner Parity Plan I in NY ($43M, 299 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Nortek Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kennedy Valve Factory Employees Pension Plan in AL (108 participants, $24M 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 050504397.

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.