Defined Benefit (Pension) · DOL Form 5500 · 2024

Betz Industries, Inc. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
100
Participants Small participant base
66th
Percentile by assets National rank
$162,108
Avg per participant Above avg balance/head
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Official DOL plan name: Betz Industries Pension Plan · Sponsored by Betz Industries, Inc. · Michigan · Manufacturing

$16M in assets, 100 participants

Betz Industries, Inc.'s Betz Industries Pension Plan reported $16M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #9,680 in Manufacturing (17,777 peers)

Coverage in Michigan

Betz Industries Pension Plan covers 100 participants in Michigan, about 16% of the average Michigan filer (state average ~638 per filing). Assets: $16M.

#9,680
in Manufacturing (17,777 peers)
+1.2%
assets growth YoY

Betz Industries Pension Plan's mid-pack asset rank among Manufacturing and all filers

Betz Industries Pension Plan vs every filed plan by assets

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

$16,210,756 Top 34% higher than 66% 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

Betz Industries Pension 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. Betz Industries Pension Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Betz Industries Pension Plan reported net income fell from $1M in the plan year 2023 filing to $192K in the plan year 2024 filing.
  • Betz Industries Pension Plan end-of-year assets rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 381243090 · Betz Industries, Inc. PY 2024 · Defined Benefit (Pension)

Betz Industries Pension Plan · $16M · 100 · 66th

  • EIN $16M
  • RANK 100
  • PHOTO 66th
  • IND Defined Benefit (Pension)
  • EOY near Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597
  • 5500 ind #9680

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 Michigan →

Betz Industries Pension Plan in the asset neighbourhood

Drivers Union Local 753 Ib of T C W & H of a and Milk Dealers' Pension TrustDrivers Union Local 753 Ib o…$16MBurr & Forman LLP Cash Balance PlanBurr & Forman LLP Cash Balan…$16MBetz Industries Pension Plan$16MPlumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597Plumbing & Heating Wholesale…$16MRestated Retirement Plan for Employees of Miller- Dwan Medical CenterRestated Retirement Plan for…$16M
End-of-year total assets ($M) among Betz Industries Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$16M
Net Income$192K
Employer EIN381243090
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Betz Industries, Inc.)

Sponsor-wide plan assets over time

All Betz Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 8.149985448856624% vs 2022
2024 filing year
$30M$31M$32M$33M$34M 202220232024 $31.2M $33.7M ▲ +8.2%
Year Plans Participants Total Assets
2022 2 255 $31M
2023 2 248 $33M
2024 2 236 $34M

Nearby Defined Benefit (Pension) Plans in Michigan

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

Betz Industries Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Betz Industries Pension Plan, Total assets ($B): 0.016210756 · Participants: 100Betz Industries Pension PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Betz Industries Pension Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants

Betz Industries Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 in IL ($16M); by covered participants it is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants). Same-state nearby plans are listed separately above.

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 Betz Industries Pension Plan assets move in 2024?
Betz Industries Pension Plan edged up modestly - up 1.2% during 2024, from $16M to $16M. Reported net income was $192K.
How have Betz Industries, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Betz Industries, Inc.'s sponsor-wide assets grew 8.1%, from $31M to $34M.
Which Defined Benefit (Pension) plans are similar in size to Betz Industries Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 in IL ($16M, 137 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Betz Industries Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Postal Workers Union Officers' Qualified Retirement Plan in DC (100 participants, $120M in assets).