Defined Benefit (Pension) · DOL Form 5500 · 2024

Unholtz-Dickie Corporation Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
45
Participants Small participant base
77th
Percentile by assets National rank
$639,197
Avg per participant High balance/head
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Official DOL plan name: Unholtz-Dickie Corporation Retirement Plan · Sponsored by Unholtz-Dickie Corporation · Connecticut · Manufacturing

$29M in assets, 45 participants

Unholtz-Dickie Corporation's Unholtz-Dickie Corporation Retirement Plan reported $29M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,069 in Manufacturing (17,777 peers)

Where Unholtz-Dickie Corporation Retirement Plan sits by assets

Unholtz-Dickie Corporation Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 45 participants (~$639,197/participant), up 2.8% in 2024.

#12,069
in Manufacturing (17,777 peers)
+2.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Unholtz-Dickie Corporation Retirement Plan's outsized position by total assets

Unholtz-Dickie Corporation Retirement Plan vs every filed plan by assets

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

$28,763,858 Top 23% higher than 77% 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

Unholtz-Dickie Corporation Retirement 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. Unholtz-Dickie Corporation Retirement Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unholtz-Dickie Corporation Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $777K in the plan year 2024 filing.
  • Unholtz-Dickie Corporation Retirement Plan reported participants rose from 43 in the plan year 2023 filing to 45 in the plan year 2024 filing.
  • Unholtz-Dickie Corporation Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 060738166 · Unholtz-Dickie Corporation PY 2024 · Defined Benefit (Pension)

Unholtz-Dickie Corporation Retirement Plan · $29M · 45 · 77th

  • BOOK $29M
  • BOOK 45
  • BOOK 77th
  • BOOK Defined Benefit (Pension)
  • BOOK near Winter Haven Hospital Pension Plan
  • BOOK ind #12069

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 →

Unholtz-Dickie Corporation Retirement Plan in the asset neighbourhood

Unholtz-Dickie Corporation Retirement PlanUnholtz-Dickie Corporation R…$29MWinter Haven Hospital Pension PlanWinter Haven Hospital Pensio…$29MDometic Corporation Pension PlanDometic Corporation Pension …$29MMinneapolis Retail Meat Cutters and Food Handlers Variable Annuity Pension PlanMinneapolis Retail Meat Cutt…$29MBaker & Hostetler Retirement Benefit Enhancement PlanBaker & Hostetler Retirement…$29M
End-of-year total assets ($M) among Unholtz-Dickie Corporation Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$777K
Employer EIN060738166
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unholtz-Dickie Corporation)

Sponsor-wide plan assets over time

All Unholtz-Dickie Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$29M 11.210962445468605% vs 2022
2024 filing year
$25M$26M$27M$28M$29M$30M 202220232024 $25.9M $28.8M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 43 $26M
2023 1 43 $28M
2024 1 45 $29M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Unholtz-Dickie Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants Unholtz-Dickie Corporation Retirement Plan, Total assets ($B): 0.028763858 · Participants: 45Unholtz-Dickie Corporation Retirement 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
Unholtz-Dickie Corporation Retirement Plan vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare Unholtz-Dickie Corporation Retirement Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Winter Haven Hospital Pension Plan in FL ($29M); by covered participants it is Employee Benefits Plan of Cp Rochester in NY (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Unholtz-Dickie Corporation Retirement Plan assets move in 2024? ▼
Unholtz-Dickie Corporation Retirement Plan edged up modestly - up 2.8% during 2024, from $28M to $29M. Reported net income was $777K.
How have Unholtz-Dickie Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unholtz-Dickie Corporation's sponsor-wide assets grew 11.2%, from $26M to $29M.
Where does Unholtz-Dickie Corporation Retirement Plan rank by assets among Form 5500 filers? ▼
Unholtz-Dickie Corporation Retirement Plan ranks in the 77th 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 Unholtz-Dickie Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Winter Haven Hospital Pension Plan in FL ($29M, 533 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unholtz-Dickie Corporation Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employee Benefits Plan of Cp Rochester in NY (45 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 060738166.

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.