Defined Benefit (Pension) · DOL Form 5500 · 2024
Powertrain Rockford, Inc. Pension Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $2.1M
- Avg per participant High balance/head
Official DOL plan name: Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 · Sponsored by Powertrain Rockford, Inc. · Illinois · Manufacturing
$17M in assets, 8 participants
Powertrain Rockford, Inc.'s Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 reported $17M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #9,932 in Manufacturing (17,777 peers)
Powertrain Rockford, Inc. multi-year trail
Powertrain Rockford, Inc.'s plans moved +85.8% in assets from 2022 to 2024; this filing shows Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 at $17M / 8 participants.
- #9,932
- in Manufacturing (17,777 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803's outsized position by total assets
Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,129,837 Top 33% higher than 67% 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
Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 reported net income fell from -$1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.
- Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 end-of-year assets fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 363585049 · Powertrain Rockford, Inc. PY 2024 · Defined Benefit (Pension)
Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 · $17M · 8 · 67th
- EBSA $17M
- PART 8
- TYPE 67th
- NET Defined Benefit (Pension)
- BOOK near Pension Plan for Employees of Lincoln Technical Institute, Inc.
- VS-ST ind #9932
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 Illinois →
Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803 in the asset neighbourhood
Powertrain Rockford, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Powertrain Rockford, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 85.77936812664333% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 310 | $24M |
| 2023 | 2 | 334 | $47M |
| 2024 | 2 | 371 | $45M |
Powertrain Rockford, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | -$2M |
| Employer EIN | 363585049 |
| Plan Effective Date | 1950-10-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Pen Agreement Rockford Powertrain Inc & UAW and Its Local 803's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Illinois, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Lincoln Technical Institute, Inc. in NJ ($17M); by covered participants it is Feigco Inc Defined Benefit Pension Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Pension Plan for Employees of Lincoln Technical Institute, Inc. (NJ) $17M · 17
- Bemis Associates Inc. Pension and Severance Award Agreement (MA) $17M · 55
- International Association of Heat & Frost Insulators and Allied Workers 13 Pension (MD) $17M · 10
- Keystone Cement Company Retirement Plan for Hourly Employees (TX) $17M · 24
Similar participant headcount
Nearest other-state filings by covered participants (8 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.