Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

Pension Plan for Employees of Henry & Henry, Inc.

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Rise Baking Company LLC · Minnesota · Manufacturing

What the 2023 filing shows

Pension Plan for Employees of Henry & Henry, Inc. holds $5M for 10 participants — about $450,604 per participant, down 3.5% over the 2024 plan year.

$5M
total plan assets (2024 EOY)
10
covered participants
$450,604
avg assets per participant
-3.5%
assets change YoY

The plan reported a net loss of $164K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$5M
Participants
10
State
Industry
Manufacturing

What the Filing Says About Pension Plan for Employees of Henry & Henry, Inc.

Pension Plan for Employees of Henry & Henry, Inc. is a Defined Benefit (Pension) retirement plan sponsored by Rise Baking Company LLC, headquartered in Minnesota. As of the 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 10 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 850659145, and the plan has been effective since 1961-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $5M at the beginning of 2024 to $5M at year-end — a decline of 3.5%. Net assets (after liabilities) closed the year at $5M, with reported net income of $-164,360 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$5M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$-164,360
Plan TypeDefined Benefit (Pension)
Employer EIN850659145
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Pension Plan for Employees of Henry & Henry, Inc.?
As of the 2024 Form 5500 filing, Pension Plan for Employees of Henry & Henry, Inc. holds $5M in total assets with 10 participants. It is sponsored by Rise Baking Company LLC.
What type of plan is Pension Plan for Employees of Henry & Henry, Inc.?
Pension Plan for Employees of Henry & Henry, Inc. is a Defined Benefit (Pension) plan. It has been effective since 1961-01-01. The plan is filed with the U.S. Department of Labor under EIN 850659145.
Who sponsors the Pension Plan for Employees of Henry & Henry, Inc.?
Pension Plan for Employees of Henry & Henry, Inc. is sponsored by Rise Baking Company LLC, located in Minnesota. The sponsor's EIN is 850659145 and the plan operates in the Manufacturing industry.
How did Pension Plan for Employees of Henry & Henry, Inc. perform in 2024?
Pension Plan for Employees of Henry & Henry, Inc. declined by 3.5% during 2024, moving from $5M to $5M in total assets. Net income was $-164,360.
Where can I find official filings for Pension Plan for Employees of Henry & Henry, Inc.?
Official Form 5500 filings for Pension Plan for Employees of Henry & Henry, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 850659145 or plan name at efast.dol.gov.
How does Pension Plan for Employees of Henry & Henry, Inc. compare to other plans?
You can compare Pension Plan for Employees of Henry & Henry, Inc. against other Defined Benefit (Pension) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 850659145.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.