Defined Benefit (Pension) · DOL Form 5500 · 2023

Hecla Limited Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
233
Participants Below avg headcount
78th
Percentile by assets National rank
$120,243
Avg per participant Near avg balance/head
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Official DOL plan name: Lucky Friday Pension Plan · Sponsored by Hecla Limited · Idaho · Mining & Oil Extraction

$28M in assets, 233 participants

Hecla Limited's Lucky Friday Pension Plan reported $28M in total assets and 233 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #508 in Mining & Oil Extraction (811 peers)

Where Lucky Friday Pension Plan sits by assets

Lucky Friday Pension Plan sits in the top quartile of all filed plans by assets, $28M for 233 participants (~$120,243/participant), up 14.1% in 2023.

#508
in Mining & Oil Extraction (811 peers)
+14.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lucky Friday Pension Plan's outsized position by total assets

Lucky Friday Pension Plan vs every filed plan by assets

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

$28,016,647 Top 22% higher than 78% 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

Lucky Friday 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. Lucky Friday Pension Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lucky Friday Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Lucky Friday Pension Plan reported participants fell from 277 in the plan year 2022 filing to 233 in the plan year 2023 filing.
  • Lucky Friday Pension Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820126240 · Hecla Limited PY 2023 · Defined Benefit (Pension)

Lucky Friday Pension Plan · $28M · 233 · 78th

  • 5500 $28M
  • ASSETS 233
  • PCT 78th
  • EIN Defined Benefit (Pension)
  • RANK near Nwi Nashville, LLC Pension Plan
  • PHOTO ind #508

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 Mining & Oil Extraction retirement plans → · Plans in Idaho →

Lucky Friday Pension Plan in the asset neighbourhood

Rose Associates, Inc. Pension TrustRose Associates, Inc. Pensio…$28MLucky Friday Pension Plan$28MNwi Nashville, LLC Pension PlanNwi Nashville, LLC Pension P…$28MUnholtz-Dickie Corporation Retirement PlanUnholtz-Dickie Corporation R…$28MPhoenix Painters' Pension Trust FundPhoenix Painters' Pension Tr…$28M
End-of-year total assets ($M) among Lucky Friday Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN820126240
Plan Effective Date1964-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hecla Limited)

Sponsor-wide plan assets over time

All Hecla Limited plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.26676335214919% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $38.3M $23.6M ▼ -38.3%
Year Plans Participants Total Assets
2022 2 554 $38M
2023 2 513 $46M
2024 1 281 $24M

Nearby Defined Benefit (Pension) Plans in Idaho

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

Lucky Friday Pension Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.522.5 Total assets ($B) Participants Lucky Friday Pension Plan, Total assets ($B): 0.028016647 · Participants: 233Lucky Friday Pension 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 ($B): 0.222718296 · Participants: 5337Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.21360885 · Participants: 840Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.153694771 · Participants: 244St. Luke's Health System Basic Pension Plan
Lucky Friday Pension Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Lucky Friday Pension Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Nwi Nashville, LLC Pension Plan in TN ($28M); by covered participants it is Employees' Retirement Plan of Bank of Hawaii in HI (233 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Lucky Friday Pension Plan assets move in 2023? ▼
Lucky Friday Pension Plan grew at a solid clip - up 14.1% during 2023, from $25M to $28M. Reported net income was $3M.
How have Hecla Limited plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hecla Limited's sponsor-wide assets declined 38.3%, from $38M to $24M.
Where does Lucky Friday Pension Plan rank by assets among Form 5500 filers? ▼
Lucky Friday Pension Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Lucky Friday Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nwi Nashville, LLC Pension Plan in TN ($28M, 130 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lucky Friday Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Bank of Hawaii in HI (233 participants, $78M 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 820126240.

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.