Defined Benefit (Pension) · DOL Form 5500 · 2024

Ballinger Company Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
199
Participants Below avg headcount
35th
Percentile by assets National rank
$15,946
Avg per participant Low balance/head
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Official DOL plan name: Ballinger Company Cash Balance Plan · Sponsored by Ballinger Company · Pennsylvania · Professional & Technical Services

$3M in assets, 199 participants

Ballinger Company's Ballinger Company Cash Balance Plan reported $3M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,338 in Professional & Technical Services (20,173 peers)

Coverage in Pennsylvania

Ballinger Company Cash Balance Plan covers 199 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $3M.

#6,338
in Professional & Technical Services (20,173 peers)
-11.1%
assets change YoY

The plan reported a net loss of $397K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ballinger Company Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Ballinger Company Cash Balance Plan vs every filed plan by assets

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

$3,173,173 35th percentile higher than 35% 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

Ballinger Company Cash Balance Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ballinger Company Cash Balance Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ballinger Company Cash Balance Plan reported net income rose from -$3M in the plan year 2023 filing to -$397K in the plan year 2024 filing.
  • Ballinger Company Cash Balance Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ballinger Company Cash Balance Plan reported participants rose from 189 in the plan year 2023 filing to 199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231713492 · Ballinger Company PY 2024 · Defined Benefit (Pension)

Ballinger Company Cash Balance Plan · $3M · 199 · 35th

  • EIN $3M
  • EIN 199
  • EIN 35th
  • EIN Defined Benefit (Pension)
  • EIN near Otis Elevator Company Puerto Rico Pension Plan
  • EIN ind #6338

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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →

Ballinger Company Cash Balance Plan in the asset neighbourhood

Ballinger Company Cash Balance PlanBallinger Company Cash Balan…$3MOtis Elevator Company Puerto Rico Pension PlanOtis Elevator Company Puerto…$3MOrthopedic & Sports Medicine Specialists of Green Bay Sc Cash Balance PlanOrthopedic & Sports Medicine…$3MFolger Shakespeare Library Staff Retirement PlanFolger Shakespeare Library S…$3MPilgrims Pride Pension Plan for Legacy Gold Kist EmployeesPilgrims Pride Pension Plan …$3M
End-of-year total assets ($M) among Ballinger Company Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$397K
Employer EIN231713492
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ballinger Company)

Sponsor-wide plan assets over time

All Ballinger Company plans reported in each filing year

Latest sponsor-wide plan assets
$61M 20.418376571102765% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $50.3M $60.6M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 454 $50M
2023 2 428 $55M
2024 2 448 $61M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Ballinger Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ballinger Company Cash Balance Plan, Total assets ($B): 0.003173173 · Participants: 199Ballinger Company Cash Balance PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Ballinger Company Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ballinger Company Cash Balance Plan side-by-side with 3 peers →

Ballinger Company Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Otis Elevator Company Puerto Rico Pension Plan in CT ($3M); by covered participants it is Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Ballinger Company Cash Balance Plan assets move in 2024? ▼
Ballinger Company Cash Balance Plan pulled back noticeably - down 11.1% during 2024, from $4M to $3M. Reported net income was -$397K.
How have Ballinger Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ballinger Company's sponsor-wide assets grew 20.4%, from $50M to $61M.
Which Defined Benefit (Pension) plans are similar in size to Ballinger Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Otis Elevator Company Puerto Rico Pension Plan in CT ($3M, 31 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ballinger Company Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal, Air, Rail & Transportation Association Local No. 33 Youngstown District Pension Fund in OH (199 participants, $83M 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 231713492.

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.