Defined Benefit (Pension) · DOL Form 5500 · 2024

Bou-Matic, LLC Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
12
Participants Small participant base
50th
Percentile by assets National rank
$641,991
Avg per participant High balance/head
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Official DOL plan name: Bou-Matic, LLC Pension Plan · Sponsored by Bou-Matic, LLC · Wisconsin · Manufacturing

$8M in assets, 12 participants

Bou-Matic, LLC's Bou-Matic, LLC Pension Plan reported $8M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #6,159 in Manufacturing (17,777 peers)

Bou-Matic, LLC multi-year trail

Bou-Matic, LLC's plans moved +13.5% in assets from 2022 to 2024; this filing shows Bou-Matic, LLC Pension Plan at $8M / 12 participants.

#6,159
in Manufacturing (17,777 peers)
+4.9%
assets growth YoY

Bou-Matic, LLC Pension Plan's mid-pack asset rank among Manufacturing and all filers

Bou-Matic, LLC Pension Plan vs every filed plan by assets

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

$7,703,896 Top 50% higher than 50% 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

Bou-Matic, LLC 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. Bou-Matic, LLC Pension Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bou-Matic, LLC Pension Plan reported net income fell from $551K in the plan year 2023 filing to $362K in the plan year 2024 filing.
  • Bou-Matic, LLC Pension Plan reported participants rose from 11 in the plan year 2023 filing to 12 in the plan year 2024 filing.
  • Bou-Matic, LLC Pension Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 161618432 · Bou-Matic, LLC PY 2024 · Defined Benefit (Pension)

Bou-Matic, LLC Pension Plan · $8M · 12 · 50th

  • EIN $8M
  • EIN 12
  • EIN 50th
  • EIN Defined Benefit (Pension)
  • EIN near Sharon Quisenberry Defined Benefit Plan
  • EIN ind #6159

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 →

Bou-Matic, LLC Pension Plan in the asset neighbourhood

Neuroscience Associates Cash Balance PlanNeuroscience Associates Cash…$8MSharon Quisenberry Defined Benefit PlanSharon Quisenberry Defined B…$8MBou-Matic, LLC Pension Plan$8MNational Farmers Union Uniform Pension PlanNational Farmers Union Unifo…$8MPension Fund for the Employees of Ufw of America Related OrganizationsPension Fund for the Employe…$8M
End-of-year total assets ($M) among Bou-Matic, LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Bou-Matic, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Bou-Matic, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 13.452255600897145% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.79M $7.7M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 14 $7M
2023 1 11 $7M
2024 1 12 $8M

Bou-Matic, LLC filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$362K
Employer EIN161618432
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Bou-Matic, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Bou-Matic, LLC Pension Plan, Total assets ($B): 0.007703896 · Participants: 12Bou-Matic, LLC Pension PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Bou-Matic, LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants

Bou-Matic, LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Sharon Quisenberry Defined Benefit Plan in CA ($8M); by covered participants it is Employees' Retirement Plan of Galion Community Hospital in OH (12 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 Bou-Matic, LLC Pension Plan assets move in 2024?
Bou-Matic, LLC Pension Plan edged up modestly - up 4.9% during 2024, from $7M to $8M. Reported net income was $362K.
How have Bou-Matic, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Bou-Matic, LLC's sponsor-wide assets grew 13.5%, from $7M to $8M.
Which Defined Benefit (Pension) plans are similar in size to Bou-Matic, LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sharon Quisenberry Defined Benefit Plan in CA ($8M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bou-Matic, LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Employees' Retirement Plan of Galion Community Hospital in OH (12 participants, N/A in assets).