Defined Benefit (Pension) · DOL Form 5500 · 2024

Rwk Tool, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
28th
Percentile by assets National rank
$69,117
Avg per participant Below avg balance/head
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Official DOL plan name: Rwk Tool, Inc. Cash Balance Pension Plan · Sponsored by Rwk Tool, Inc. · Connecticut · Manufacturing

$2M in assets, 25 participants

Rwk Tool, Inc.'s Rwk Tool, Inc. Cash Balance Pension Plan reported $2M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,283 in Manufacturing (17,777 peers)

Rwk Tool, Inc. multi-year trail

Rwk Tool, Inc.'s plans moved -54.4% in assets from 2022 to 2024; this filing shows Rwk Tool, Inc. Cash Balance Pension Plan at $2M / 25 participants.

#2,283
in Manufacturing (17,777 peers)
-59.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rwk Tool, Inc. Cash Balance Pension Plan among the smaller filed plans by assets

Rwk Tool, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$1,727,914 28th percentile higher than 28% 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

Rwk Tool, Inc. Cash Balance Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rwk Tool, Inc. Cash Balance Pension Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rwk Tool, Inc. Cash Balance Pension Plan reported net income fell from $441K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Rwk Tool, Inc. Cash Balance Pension Plan end-of-year assets fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 061340019 · Rwk Tool, Inc. PY 2024 · Defined Benefit (Pension)

Rwk Tool, Inc. Cash Balance Pension Plan · $2M · 25 · 28th

  • VS-ST $2M
  • BOY 25
  • SCH 28th
  • EBSA Defined Benefit (Pension)
  • PART near Epoch Productions Inc Defined Benefit Pension Plan
  • TYPE ind #2283

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 Connecticut →

Rwk Tool, Inc. Cash Balance Pension Plan in the asset neighbourhood

T.N.C.Management, Inc., Defined Benefit PlanT.N.C.Management, Inc., Defi…$2MHumphrey Shoulder Clinic Cash Balance PlanHumphrey Shoulder Clinic Cas…$2MRwk Tool, Inc. Cash Balance Pension PlanRwk Tool, Inc. Cash Balance …$2MEpoch Productions Inc Defined Benefit Pension PlanEpoch Productions Inc Define…$2MExp Group LLC Cash Balance PlanExp Group LLC Cash Balance P…$2M
End-of-year total assets ($M) among Rwk Tool, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Rwk Tool, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rwk Tool, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 54.40519701075305% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $3.79M $1.73M ▼ -54.4%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 25 $4M
2024 1 25 $2M

Rwk Tool, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$3M
Employer EIN061340019
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Rwk Tool, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Rwk Tool, Inc. Cash Balance Pension Plan, Total assets ($B): 0.001727914 · Participants: 25Rwk Tool, Inc. Cash Balance Pension PlanRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
Rwk Tool, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Rwk Tool, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Rwk Tool, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Epoch Productions Inc Defined Benefit Pension Plan in CA ($2M); by covered participants it is Ada West Dermatology Defined Benefit Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Rwk Tool, Inc. Cash Balance Pension Plan assets move in 2024? ▼
Rwk Tool, Inc. Cash Balance Pension Plan contracted severely - down 59.2% during 2024, from $4M to $2M. Reported net income was -$3M.
How have Rwk Tool, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rwk Tool, Inc.'s sponsor-wide assets declined 54.4%, from $4M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Rwk Tool, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Epoch Productions Inc Defined Benefit Pension Plan in CA ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rwk Tool, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ada West Dermatology Defined Benefit Plan in ID (25 participants, N/A 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 061340019.

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.