Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Hazen Paper Company Retirement Program

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Hazen Paper Company · Massachusetts · Manufacturing

What the 2023 filing shows

Hazen Paper Company Retirement Program holds $12M for 39 participants — about $306,595 per participant, up 1.7% over the 2024 plan year.

$12M
total plan assets (2024 EOY)
39
covered participants
$306,595
avg assets per participant
+1.7%
assets growth YoY
Total Assets (2023)
$12M
Participants
39
Industry
Manufacturing

What the Filing Says About Hazen Paper Company Retirement Program

Hazen Paper Company Retirement Program is a Defined Benefit (Pension) retirement plan sponsored by Hazen Paper Company, headquartered in Massachusetts. As of the 2024 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 39 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 041429900, and the plan has been effective since 1943-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $12M at the beginning of 2024 to $12M at year-end — a gain of 1.7%. Net assets (after liabilities) closed the year at $12M, with reported net income of $204K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$12M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$204K
Plan TypeDefined Benefit (Pension)
Employer EIN041429900
Plan Effective Date1943-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hazen Paper Company)

Year Plans Participants Total Assets
2022 2 215 $27M
2023 2 215 $27M
2024 2 218 $27M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Frequently Asked Questions

How much money is in the Hazen Paper Company Retirement Program?
As of the 2024 Form 5500 filing, Hazen Paper Company Retirement Program holds $12M in total assets with 39 participants. It is sponsored by Hazen Paper Company.
What type of plan is Hazen Paper Company Retirement Program?
Hazen Paper Company Retirement Program is a Defined Benefit (Pension) plan. It has been effective since 1943-09-01. The plan is filed with the U.S. Department of Labor under EIN 041429900.
Who sponsors the Hazen Paper Company Retirement Program?
Hazen Paper Company Retirement Program is sponsored by Hazen Paper Company, located in Massachusetts. The sponsor's EIN is 041429900 and the plan operates in the Manufacturing industry.
How did Hazen Paper Company Retirement Program perform in 2024?
Hazen Paper Company Retirement Program grew by 1.7% during 2024, moving from $12M to $12M in total assets. Net income was $204K.
Where can I find official filings for Hazen Paper Company Retirement Program?
Official Form 5500 filings for Hazen Paper Company Retirement Program are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 041429900 or plan name at efast.dol.gov.
How does Hazen Paper Company Retirement Program compare to other plans?
You can compare Hazen Paper Company Retirement Program against other Defined Benefit (Pension) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 041429900.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.