Defined Benefit (Pension) · DOL Form 5500 · 2023

Neles-Jamesbury, Inc. Pension Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
52
Participants Small participant base
88th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates · Sponsored by Neles-Jamesbury, Inc. · Massachusetts · Manufacturing

$67M in assets, 52 participants

Neles-Jamesbury, Inc.'s Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates reported $67M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,479 in Manufacturing (18,722 peers)

Where Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates sits by assets

Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates sits in the top quartile of all filed plans by assets, $67M for 52 participants (~$1.3M/participant), up 1.5% in 2023.

#15,479
in Manufacturing (18,722 peers)
+1.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates's outsized position by total assets

Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates vs every filed plan by assets

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

$66,916,594 Top 12% higher than 88% 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

Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates reported net income rose from -$4M in the plan year 2022 filing to $985K in the plan year 2023 filing.
  • Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates reported participants fell from 58 in the plan year 2022 filing to 52 in the plan year 2023 filing.
  • Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates end-of-year assets rose from $66M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042176399 · Neles-Jamesbury, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates · $67M · 52 · 88th

  • BOOK $67M
  • VS-ST 52
  • BOY 88th
  • SCH Defined Benefit (Pension)
  • EBSA near Plumbers and Steamfitters Local No. 42 Pension Plan
  • PART ind #15479

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 →

Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates in the asset neighbourhood

Yellow Retirement Pension PlanYellow Retirement Pension Pl…$67MRetirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and AffiliatesRetirement Plan for Eligible…$67MPlumbers and Steamfitters Local No. 42 Pension PlanPlumbers and Steamfitters Lo…$67MLocke Lord LLP 2017 Partners Cash Balance PlanLocke Lord LLP 2017 Partners…$67MSnf Holding Company Defined Benefit Retirement PlanSnf Holding Company Defined …$67M
End-of-year total assets ($M) among Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$67M
Net Income$985K
Employer EIN042176399
Plan Effective Date1964-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neles-Jamesbury, Inc.)

Sponsor-wide plan assets over time

All Neles-Jamesbury, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$67M 1.4932322393918287% vs 2022
2023 filing year
$65.5M$66M$66.5M$67M$67.5M 20222023 $65.9M $66.9M ▲ +1.5%
Year Plans Participants Total Assets
2022 1 58 $66M
2023 1 52 $67M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates, Total assets ($B): 0.066916594 · Participants: 52Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and AffiliatesConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 10.325856564 · Participants: 58745Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.092299586 · Participants: 21786New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.892259637 · Participants: 37145Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.381626447 · Participants: 11888Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.973349354 · Participants: 17166N. Atlantic States Carp. Pension Fund
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates side-by-side with 3 peers →

Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Plumbers and Steamfitters Local No. 42 Pension Plan in OH ($67M); by covered participants it is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates assets move in 2023? ▼
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates edged up modestly - up 1.5% during 2023, from $66M to $67M. Reported net income was $985K.
How have Neles-Jamesbury, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Neles-Jamesbury, Inc.'s sponsor-wide assets grew 1.5%, from $66M to $67M.
Where does Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates rank by assets among Form 5500 filers? ▼
Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates ranks in the 88th 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 Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers and Steamfitters Local No. 42 Pension Plan in OH ($67M, 212 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Eligible Employees of Neles-Jamesbury, Inc. and Affiliates? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Income Plan for Employees of Edison Electric Institute in DC (52 participants, $130M 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 042176399.

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.