Defined Benefit (Pension) · DOL Form 5500 · 2024
Regal Beloit America, Inc. Pension Plan
Data updated 2026-08-11
- $155M
- Total assets
- 641
- Participants
- 93rd
- Percentile by assets
- $241,686
- Avg per participant
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.
- 93rd percentile by assets (of 123,622 plans)
- #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.
- $155M
- total plan assets (2024 EOY)
- 641
- covered participants
- 93rd
- percentile by assets (of 123,622 plans)
- $241,686
- avg assets per participant
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.
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.
Regal Beloit America, Inc. Pension Plan vs the 2024 asset distribution
By assets, Regal Beloit America, Inc. Pension Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).
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.)
| 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.
Regal Beloit America, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Regal Beloit America, Inc. Pension Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Next read for Regal Beloit America, Inc. Pension Plan
Scale reading
Ways to act on Regal Beloit America, Inc. Pension Plan's numbers.
- By total assets, Regal Beloit America, Inc. Pension Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Regal Beloit America, Inc.'s sponsor-wide assets have declined 4.6% since 2022 across 3 plan years on file. More Manufacturing plans