Defined Benefit (Pension) · DOL Form 5500 · 2023
Altorfer, Inc. Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 133
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $86,395
- Avg per participant Below avg balance/head
Official DOL plan name: Capitol Machinery Company Defined Benefit Pension Plan · Sponsored by Altorfer, Inc. · Iowa · Wholesale Trade
$11M in assets, 133 participants
Altorfer, Inc.'s Capitol Machinery Company Defined Benefit Pension Plan reported $11M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,422 in Wholesale Trade (6,309 peers)
Coverage in Iowa
Capitol Machinery Company Defined Benefit Pension Plan covers 133 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $11M.
- #3,422
- in Wholesale Trade (6,309 peers)
- -3.4%
- assets change YoY
The plan reported a net loss of $407K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Capitol Machinery Company Defined Benefit Pension Plan's mid-pack asset rank among Wholesale Trade and all filers
Capitol Machinery Company Defined Benefit Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,490,535 Top 38% higher than 62% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Capitol Machinery Company Defined Benefit Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Capitol Machinery Company Defined Benefit Pension Plan sits mid-pack in the medium band (133 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Capitol Machinery Company Defined Benefit Pension Plan reported net income fell from $2M in the plan year 2022 filing to -$407K in the plan year 2023 filing.
- Capitol Machinery Company Defined Benefit Pension Plan reported participants fell from 140 in the plan year 2022 filing to 133 in the plan year 2023 filing.
- Capitol Machinery Company Defined Benefit Pension Plan end-of-year assets fell from $12M in the plan year 2022 filing to $11M in the plan year 2023 filing.
DOL schedule card
Filing strip 420788540 · Altorfer, Inc. PY 2023 · Defined Benefit (Pension)
Capitol Machinery Company Defined Benefit Pension Plan · $11M · 133 · 62nd
- TYPE $11M
- TYPE 133
- TYPE 62nd
- TYPE Defined Benefit (Pension)
- TYPE near Retirement Plan for the Employees of Telefonica Larga Distancia
- TYPE ind #3422
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 Iowa →
Capitol Machinery Company Defined Benefit Pension Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$407K |
| Employer EIN | 420788540 |
| Plan Effective Date | 1971-12-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Altorfer, Inc.)
Sponsor-wide plan assets over time
All Altorfer, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $191M 24.93153998182111% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,126 | $153M |
| 2023 | 3 | 1,164 | $181M |
| 2024 | 2 | 1,084 | $191M |
Nearby Defined Benefit (Pension) Plans in Iowa
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Transamerica Pension Plan $2.3B · 6,519
- Principal Cash Balance Plan $1.7B · 12,492
- Midamerican Energy Company Retirement Plan $516M · 3,002
- Employers Mutual Casualty Company Retirement Plan $347M · 1,835
- Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc. $297M · 1,474
Capitol Machinery Company Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Iowa, the nearest Defined Benefit (Pension) by assets is Retirement Plan for the Employees of Telefonica Larga Distancia in FL ($11M); by covered participants it is Peoples Bancorp Inc. Retirement Plan and Trust in OH (133 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Retirement Plan for the Employees of Telefonica Larga Distancia (FL) $11M · 2
- Bear River Mutual Insurance Company Defined Benefit Plan (UT) $11M · 84
- Forest Oil Corporation Pension Trust (TX) $11M · N/A
- Altura Communication Solutions Pension Plan for Certain Union Represented Employees (CA) $11M · 17
Similar participant headcount
Nearest other-state filings by covered participants (133 participants); asset peers above are excluded.
- Peoples Bancorp Inc. Retirement Plan and Trust (OH) 133 · 0 off
- The Great Lakes Brewing Company Cash Balance Plan and Trust (OH) 133 · 0 off
- Amended Employees' Pension and Investment Plan of the Hunt Corporation and Related Companies (TX) 133 · 0 off
- Electralloy Salaried Employees Pension Plan (PA) 133 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.