Defined Benefit (Pension) · DOL Form 5500 · 2024

Victaulic Company Pension Plan

Data updated 2026-08-25

$135M
Total assets Near avg plan size
141
Participants Small participant base
92nd
Percentile by assets National rank
$959,452
Avg per participant High balance/head
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Official DOL plan name: Victaulic Retirement Plan for Bargaining Unit Employees · Sponsored by Victaulic Company · Pennsylvania · Manufacturing

$135M in assets, 141 participants

Victaulic Company's Victaulic Retirement Plan for Bargaining Unit Employees reported $135M in total assets and 141 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,743 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Victaulic Retirement Plan for Bargaining Unit Employees covers 141 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $135M.

#15,743
in Manufacturing (17,777 peers)
+8.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Victaulic Retirement Plan for Bargaining Unit Employees's outsized position by total assets

Victaulic Retirement Plan for Bargaining Unit Employees vs every filed plan by assets

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

$135,282,699 Top 8% higher than 92% 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

Victaulic Retirement Plan for Bargaining Unit Employees 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. Victaulic Retirement Plan for Bargaining Unit Employees sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Victaulic Retirement Plan for Bargaining Unit Employees reported net income fell from $15M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Victaulic Retirement Plan for Bargaining Unit Employees reported participants fell from 158 in the plan year 2023 filing to 141 in the plan year 2024 filing.
  • Victaulic Retirement Plan for Bargaining Unit Employees end-of-year assets rose from $125M in the plan year 2023 filing to $135M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 221501729 · Victaulic Company PY 2024 · Defined Benefit (Pension)

Victaulic Retirement Plan for Bargaining Unit Employees · $135M · 141 · 92nd

  • IND $135M
  • IND 141
  • IND 92nd
  • IND Defined Benefit (Pension)
  • IND near Wec Energy Group Legacy Retirement Account Plan
  • IND ind #15743

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 Pennsylvania →

Victaulic Retirement Plan for Bargaining Unit Employees in the asset neighbourhood

Seaboard Corporation Pension PlanSeaboard Corporation Pension…$136MAtlanta Ironworkers Local #387 Pension PlanAtlanta Ironworkers Local #3…$136MPmc Business Pension Plan$136MVictaulic Retirement Plan for Bargaining Unit EmployeesVictaulic Retirement Plan fo…$135MWec Energy Group Legacy Retirement Account PlanWec Energy Group Legacy Reti…$135M
End-of-year total assets ($M) among Victaulic Retirement Plan for Bargaining Unit Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$135M
Net Income$10M
Employer EIN221501729
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Victaulic Company)

Sponsor-wide plan assets over time

All Victaulic Company plans reported in each filing year

Latest sponsor-wide plan assets
$814M 29.194352234438952% vs 2022
2024 filing year
$600M$700M$800M$900M 202220232024 $630M $814M ▲ +29.2%
Year Plans Participants Total Assets
2022 4 2,634 $630M
2023 4 2,921 $731M
2024 4 3,199 $814M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Victaulic Retirement Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Victaulic Retirement Plan for Bargaining Unit Employees, Total assets ($B): 0.135282699 · Participants: 141Victaulic Retirement Plan for Bargaining Unit EmployeesNational 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
Victaulic Retirement Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Victaulic Retirement Plan for Bargaining Unit Employees side-by-side with 3 peers →

Victaulic Retirement Plan for Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Wec Energy Group Legacy Retirement Account Plan in WI ($135M); by covered participants it is Virginia Oncology Associates, P. C. Cash Balance Plan in VA (141 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($135M here).

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Victaulic Retirement Plan for Bargaining Unit Employees assets move in 2024? ▼
Victaulic Retirement Plan for Bargaining Unit Employees grew at a solid clip - up 8.0% during 2024, from $125M to $135M. Reported net income was $10M.
How have Victaulic Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Victaulic Company's sponsor-wide assets grew 29.2%, from $630M to $814M.
Where does Victaulic Retirement Plan for Bargaining Unit Employees rank by assets among Form 5500 filers? ▼
Victaulic Retirement Plan for Bargaining Unit Employees ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Victaulic Retirement Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Wec Energy Group Legacy Retirement Account Plan in WI ($135M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Victaulic Retirement Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Virginia Oncology Associates, P. C. Cash Balance Plan in VA (141 participants, $26M 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 221501729.

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.