Defined Benefit (Pension) · DOL Form 5500 · 2024

Unit Drop Forge Co., Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
30
Participants Small participant base
59th
Percentile by assets National rank
$380,681
Avg per participant High balance/head
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Official DOL plan name: Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees · Sponsored by Unit Drop Forge Co., Inc. · Wisconsin · Manufacturing

$11M in assets, 30 participants

Unit Drop Forge Co., Inc.'s Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees reported $11M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #8,029 in Manufacturing (17,777 peers)

What the 2024 filing shows

Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees holds $11M for 30 participants - about $380,681 per participant, above the median plan by assets.

#8,029
in Manufacturing (17,777 peers)
-1.7%
assets change YoY

The plan reported a net loss of $194K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees's mid-pack asset rank among Manufacturing and all filers

Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees vs every filed plan by assets

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

$11,420,441 Top 41% higher than 59% 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

Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees reported net income fell from $806K in the plan year 2023 filing to -$194K in the plan year 2024 filing.
  • Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees reported participants fell from 31 in the plan year 2023 filing to 30 in the plan year 2024 filing.
  • Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees end-of-year assets fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 391316139 · Unit Drop Forge Co., Inc. PY 2024 · Defined Benefit (Pension)

Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees · $11M · 30 · 59th

  • RANK $11M
  • RANK 30
  • RANK 59th
  • RANK Defined Benefit (Pension)
  • RANK near Jacuzzi Brands Corp. Pension Plan
  • RANK ind #8029

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 Wisconsin →

Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees in the asset neighbourhood

Waterfront Warehouses Local No. 1429 Pension FundWaterfront Warehouses Local …$11MUnit Drop Forge Co., Inc. Pension Plan for Hourly Rate EmployeesUnit Drop Forge Co., Inc. Pe…$11MJacuzzi Brands Corp. Pension PlanJacuzzi Brands Corp. Pension…$11MBricklayers Local No. 55 Pension PlanBricklayers Local No. 55 Pen…$11MSamuel J. Weinhoff Pension PlanSamuel J. Weinhoff Pension P…$11M
End-of-year total assets ($M) among Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$194K
Employer EIN391316139
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unit Drop Forge Co., Inc.)

Sponsor-wide plan assets over time

All Unit Drop Forge Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 5.6547240732671495% vs 2022
2024 filing year
$10.5M$11M$11.5M$12M 202220232024 $10.8M $11.4M ▲ +5.6%
Year Plans Participants Total Assets
2022 1 31 $11M
2023 1 31 $12M
2024 1 30 $11M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees, Total assets ($B): 0.011420441 · Participants: 30Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate EmployeesBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees side-by-side with 3 peers →

Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Jacuzzi Brands Corp. Pension Plan in CA ($11M); by covered participants it is Defined Benefit Plan for Employees of Epic in IL (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees assets move in 2024? ▼
Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees edged down modestly - down 1.7% during 2024, from $12M to $11M. Reported net income was -$194K.
How have Unit Drop Forge Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unit Drop Forge Co., Inc.'s sponsor-wide assets grew 5.7%, from $11M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Jacuzzi Brands Corp. Pension Plan in CA ($11M, 6 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unit Drop Forge Co., Inc. Pension Plan for Hourly Rate Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Plan for Employees of Epic in IL (30 participants, $11M 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 391316139.

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.