Defined Benefit (Pension) · DOL Form 5500 · 2024

Calumet Gp, LLC Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
62
Participants Small participant base
72nd
Percentile by assets National rank
$358,801
Avg per participant High balance/head
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Official DOL plan name: Penreco Pension Plan · Sponsored by Calumet Gp, LLC · Indiana · Finance & Insurance

$22M in assets, 62 participants

Calumet Gp, LLC's Penreco Pension Plan reported $22M in total assets and 62 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,949 in Finance & Insurance (8,549 peers)

Calumet Gp, LLC multi-year trail

Calumet Gp, LLC's plans moved +28.3% in assets from 2022 to 2024; this filing shows Penreco Pension Plan at $22M / 62 participants.

#4,949
in Finance & Insurance (8,549 peers)
-5.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Penreco Pension Plan's outsized position by total assets

Penreco Pension Plan vs every filed plan by assets

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

$22,245,676 Top 28% higher than 72% 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

Penreco 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. Penreco Pension Plan is a small filing (62 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penreco Pension Plan reported net income fell from $495K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Penreco Pension Plan reported participants fell from 66 in the plan year 2023 filing to 62 in the plan year 2024 filing.
  • Penreco Pension Plan end-of-year assets fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364579817 · Calumet Gp, LLC PY 2024 · Defined Benefit (Pension)

Penreco Pension Plan · $22M · 62 · 72nd

  • EOY $22M
  • 5500 62
  • ASSETS 72nd
  • PCT Defined Benefit (Pension)
  • EIN near The Star Enterprise Retirement Plan
  • RANK ind #4949

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 Finance & Insurance retirement plans → · Plans in Indiana →

Penreco Pension Plan in the asset neighbourhood

Penreco Pension Plan$22MThe Star Enterprise Retirement PlanThe Star Enterprise Retireme…$22MMinnesota Nurses Association Pension PlanMinnesota Nurses Association…$22MThe California Endowment Cash Balance PlanThe California Endowment Cas…$22MPension Plan for Employees of Drs Naval Power Systems, Inc.Pension Plan for Employees o…$22M
End-of-year total assets ($M) among Penreco Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Calumet Gp, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Calumet Gp, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$333M 28.274037138582344% vs 2022
2024 filing year
$250M$300M$350M 202220232024 $260M $333M ▲ +28.3%
Year Plans Participants Total Assets
2022 3 1,591 $260M
2023 3 1,662 $302M
2024 3 1,683 $333M

Calumet Gp, LLC filing trail (2024)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$1M
Employer EIN364579817
Plan Effective Date2001-02-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Indiana

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

Penreco Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants Penreco Pension Plan, Total assets ($B): 0.022245676 · Participants: 62Penreco Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Penreco Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Penreco Pension Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest Defined Benefit (Pension) by assets is The Star Enterprise Retirement Plan in TX ($22M); by covered participants it is Pension Plan for Employees of the Charles Stewart Mott Foundation in MI (62 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 Penreco Pension Plan assets move in 2024? ▼
Penreco Pension Plan pulled back noticeably - down 5.3% during 2024, from $23M to $22M. Reported net income was -$1M.
How have Calumet Gp, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Calumet Gp, LLC's sponsor-wide assets grew 28.3%, from $260M to $333M.
Which Defined Benefit (Pension) plans are similar in size to Penreco Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Star Enterprise Retirement Plan in TX ($22M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Penreco Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of the Charles Stewart Mott Foundation in MI (62 participants, $28M 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 364579817.

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.