Defined Benefit (Pension) · DOL Form 5500 · 2024
Regal Beloit America, Inc. Pension Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 641
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $241,686
- Avg per participant Above avg balance/head
Official DOL plan name: Regal Beloit America, Inc. Pension Plan · Sponsored by Regal Beloit America, Inc. · Wisconsin · Manufacturing
$155M in assets, 641 participants
Regal Beloit America, Inc.'s Regal Beloit America, Inc. Pension Plan reported $155M in total assets and 641 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,931 in Manufacturing (17,777 peers)
Where Regal Beloit America, Inc. Pension Plan sits by assets
Regal Beloit America, Inc. Pension Plan sits in the top 10% of all filed plans by assets, $155M for 641 participants (~$241,686/participant), down 7.6% in 2024.
- #15,931
- in Manufacturing (17,777 peers)
- -7.6%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Regal Beloit America, Inc. Pension Plan's outsized position by total assets
Regal Beloit America, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$154,920,809 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Regal Beloit America, Inc. Pension Plan 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. Regal Beloit America, Inc. Pension Plan sits mid-pack in the medium band (641 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Regal Beloit America, Inc. Pension Plan reported net income fell from $5M in the plan year 2023 filing to -$13M in the plan year 2024 filing.
- Regal Beloit America, Inc. Pension Plan reported participants fell from 735 in the plan year 2023 filing to 641 in the plan year 2024 filing.
- Regal Beloit America, Inc. Pension Plan end-of-year assets fell from $168M in the plan year 2023 filing to $155M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390449780 · Regal Beloit America, Inc. PY 2024 · Defined Benefit (Pension)
Regal Beloit America, Inc. Pension Plan · $155M · 641 · 93rd
- 5500 $155M
- 5500 641
- 5500 93rd
- 5500 Defined Benefit (Pension)
- 5500 near Avantor Pension Plan
- 5500 ind #15931
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 Wisconsin →
Regal Beloit America, Inc. Pension Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $168M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | -$13M |
| Employer EIN | 390449780 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Regal Beloit America, Inc.)
Sponsor-wide plan assets over time
All Regal Beloit America, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $155M 4.622230556822693% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 838 | $162M |
| 2023 | 1 | 735 | $168M |
| 2024 | 1 | 641 | $155M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Regal Beloit America, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Avantor Pension Plan in PA ($155M); by covered participants it is Retirement Income Plan for Employees of Armstrong World Industries Inc in PA (641 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
- Avantor Pension Plan (PA) $155M · 1,829
- Mfa Employees Retirement Plan (MO) $155M · 610
- Teamsters Local 210 Affiliated Pension Trust Fund (NY) $155M · 934
- The Restated Noncontributory Retirement Plan for Cooperatives (IA) $155M · 395
Similar participant headcount
Nearest other-state filings by covered participants (641 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.