Defined Benefit (Pension) · DOL Form 5500 · 2024

Castellini Company LLC Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
23
Participants Small participant base
57th
Percentile by assets National rank
$451,371
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Castellini Company Retirement Plan · Sponsored by Castellini Company LLC · Kentucky · Wholesale Trade

$10M in assets, 23 participants

Castellini Company LLC's The Castellini Company Retirement Plan reported $10M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #2,923 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

The Castellini Company Retirement Plan holds $10M for 23 participants - about $451,371 per participant, above the median plan by assets.

#2,923
in Wholesale Trade (6,080 peers)
+3.1%
assets growth YoY

The Castellini Company Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

The Castellini Company Retirement Plan vs every filed plan by assets

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

$10,381,536 Top 43% higher than 57% 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

The Castellini Company Retirement 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. The Castellini Company Retirement Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Castellini Company Retirement Plan reported net income fell from $549K in the plan year 2023 filing to $310K in the plan year 2024 filing.
  • The Castellini Company Retirement Plan reported participants fell from 30 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • The Castellini Company Retirement Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 760720073 · Castellini Company LLC PY 2024 · Defined Benefit (Pension)

The Castellini Company Retirement Plan · $10M · 23 · 57th

  • BOOK $10M
  • BOOK 23
  • BOOK 57th
  • BOOK Defined Benefit (Pension)
  • BOOK near Retirement Plan for Employees of Piedmont Airlines, Inc.
  • BOOK ind #2923

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 Wholesale Trade retirement plans → · Plans in Kentucky →

The Castellini Company Retirement Plan in the asset neighbourhood

The Castellini Company Retirement PlanThe Castellini Company Retir…$10MRetirement Plan for Employees of Piedmont Airlines, Inc.Retirement Plan for Employee…$10MNew York Anesthesiology Medical Specialties, PC Pension PlanNew York Anesthesiology Medi…$10MJohn J. & Thomas R. Schiff Pension PlanJohn J. & Thomas R. Schiff P…$10MTeamsters Local Union No. 134 Pension & Death Benefit PlanTeamsters Local Union No. 13…$10M
End-of-year total assets ($M) among The Castellini Company Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$310K
Employer EIN760720073
Plan Effective Date1977-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Castellini Company LLC)

Sponsor-wide plan assets over time

All Castellini Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$64M 8.685060732832406% vs 2022
2024 filing year
$56M$58M$60M$62M$64M$66M 202220232024 $58.5M $63.6M ▲ +8.7%
Year Plans Participants Total Assets
2022 2 1,213 $58M
2023 2 2,254 $61M
2024 2 1,584 $64M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

The Castellini Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants The Castellini Company Retirement Plan, Total assets ($B): 0.010381536 · Participants: 23The Castellini Company Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.022111396 · Participants: 742Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.924092 · Participants: 43Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.711228 · Participants: 2572Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.477947218 · Participants: 1237Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.441399 · Participants: 69Ashland Hercules Pension Plan II
The Castellini Company Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare The Castellini Company Retirement Plan side-by-side with 3 peers →

The Castellini Company Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Piedmont Airlines, Inc. in MD ($10M); by covered participants it is Horus Technology Solutions, Inc. Cash Balance Plan in MD (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 The Castellini Company Retirement Plan assets move in 2024? ▼
The Castellini Company Retirement Plan edged up modestly - up 3.1% during 2024, from $10M to $10M. Reported net income was $310K.
How have Castellini Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Castellini Company LLC's sponsor-wide assets grew 8.7%, from $58M to $64M.
Which Defined Benefit (Pension) plans are similar in size to The Castellini Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Piedmont Airlines, Inc. in MD ($10M, 155 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Castellini Company Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Horus Technology Solutions, Inc. Cash Balance Plan in MD (23 participants, $2M 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 760720073.

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.