Defined Benefit (Pension) · DOL Form 5500 · 2023

Schwebel Baking Company Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
48
Participants Small participant base
75th
Percentile by assets National rank
$472,423
Avg per participant High balance/head
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Official DOL plan name: Schwebel Baking Company Collectively Bargained Pension Plan · Sponsored by Schwebel Baking Company · Ohio · Manufacturing

$23M in assets, 48 participants

Schwebel Baking Company's Schwebel Baking Company Collectively Bargained Pension Plan reported $23M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #12,219 in Manufacturing (18,722 peers)

Where Schwebel Baking Company Collectively Bargained Pension Plan sits by assets

Schwebel Baking Company Collectively Bargained Pension Plan sits in the top quartile of all filed plans by assets, $23M for 48 participants (~$472,423/participant), down 1.0% in 2023.

#12,219
in Manufacturing (18,722 peers)
-1.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $223K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schwebel Baking Company Collectively Bargained Pension Plan's outsized position by total assets

Schwebel Baking Company Collectively Bargained Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$22,676,314 Top 25% higher than 75% of 127,068 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 2023

Schwebel Baking Company Collectively Bargained Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schwebel Baking Company Collectively Bargained Pension Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schwebel Baking Company Collectively Bargained Pension Plan reported net income fell from $2M in the plan year 2022 filing to -$223K in the plan year 2023 filing.
  • Schwebel Baking Company Collectively Bargained Pension Plan reported participants fell from 49 in the plan year 2022 filing to 48 in the plan year 2023 filing.
  • Schwebel Baking Company Collectively Bargained Pension Plan end-of-year assets fell from $23M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 340516340 · Schwebel Baking Company PY 2023 · Defined Benefit (Pension)

Schwebel Baking Company Collectively Bargained Pension Plan · $23M · 48 · 75th

  • EBSA $23M
  • PART 48
  • TYPE 75th
  • NET Defined Benefit (Pension)
  • BOOK near Spencer Gifts LLC Pension Plan
  • VS-ST ind #12219

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 Ohio →

Schwebel Baking Company Collectively Bargained Pension Plan in the asset neighbourhood

Virginia Oncology Associates, P. C. Cash Balance PlanVirginia Oncology Associates…$23MSchwebel Baking Company Collectively Bargained Pension PlanSchwebel Baking Company Coll…$23MSpencer Gifts LLC Pension PlanSpencer Gifts LLC Pension Pl…$23MTouro Infirmary Retirement PlanTouro Infirmary Retirement P…$23MNew York Independent System Operator Pension PlanNew York Independent System …$23M
End-of-year total assets ($M) among Schwebel Baking Company Collectively Bargained Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$23M
Net Income-$223K
Employer EIN340516340
Plan Effective Date1981-06-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Schwebel Baking Company)

Sponsor-wide plan assets over time

All Schwebel Baking Company plans reported in each filing year

Latest sponsor-wide plan assets
$37M 44.58577298027342% vs 2022
2024 filing year
$30M$40M$50M$60M$70M$80M 202220232024 $67M $37.1M ▼ -44.6%
Year Plans Participants Total Assets
2022 3 640 $67M
2023 3 669 $68M
2024 1 602 $37M

Nearby Defined Benefit (Pension) Plans in Ohio

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

Schwebel Baking Company Collectively Bargained Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Schwebel Baking Company Collectively Bargained Pension Plan, Total assets ($B): 0.022676314 · Participants: 48Schwebel Baking Company Collectively Bargained Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Schwebel Baking Company Collectively Bargained Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Schwebel Baking Company Collectively Bargained Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Spencer Gifts LLC Pension Plan in NJ ($23M); by covered participants it is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Schwebel Baking Company Collectively Bargained Pension Plan assets move in 2023?
Schwebel Baking Company Collectively Bargained Pension Plan held essentially flat - down 1.0% during 2023, from $23M to $23M. Reported net income was -$223K.
How have Schwebel Baking Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Schwebel Baking Company's sponsor-wide assets declined 44.6%, from $67M to $37M.
Where does Schwebel Baking Company Collectively Bargained Pension Plan rank by assets among Form 5500 filers?
Schwebel Baking Company Collectively Bargained Pension Plan ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Schwebel Baking Company Collectively Bargained Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Spencer Gifts LLC Pension Plan in NJ ($23M, 137 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Schwebel Baking Company Collectively Bargained Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of the Kensico Cemetery in NY (48 participants, $19M in assets).