Other
2024 plan-year Other DOL Form 5500

HUNTER FAN COMPANY PENSION PLAN

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

HUNTER FAN COMPANY

This Other plan holds $17M in total assets and serves 23 participants as of 2024. It is sponsored by HUNTER FAN COMPANY in Tennessee. The plan reported a net loss of $4M for the year.

Total Assets (2023)
$17M
Participants
23
State
Industry
Wholesale Trade

What the Filing Says About HUNTER FAN COMPANY PENSION PLAN

HUNTER FAN COMPANY PENSION PLAN is a Other retirement plan sponsored by HUNTER FAN COMPANY, headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 23 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 621218702, and the plan has been effective since 1984-12-21. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $21M at the beginning of 2024 to $17M at year-end — a decline of 17.9%. Net assets (after liabilities) closed the year at $17M, with reported net income of $-3,717,757 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 and can be compared against 2 prior plan-year filings from the same sponsor shown below.

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)$21M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$-3,717,757
Plan TypeOther
Employer EIN621218702
Plan Effective Date1984-12-21
Filing StatusFILING RECEIVED

Sponsor Plan History (HUNTER FAN COMPANY)

Year Plans Participants Total Assets
2022 2 195 $43M
2023 2 210 $48M
2024 2 203 $48M

Nearby Other Plans in Tennessee

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the HUNTER FAN COMPANY PENSION PLAN?
As of the 2024 Form 5500 filing, HUNTER FAN COMPANY PENSION PLAN holds $17M in total assets with 23 participants. It is sponsored by HUNTER FAN COMPANY.
What type of plan is HUNTER FAN COMPANY PENSION PLAN?
HUNTER FAN COMPANY PENSION PLAN is a Other plan. It has been effective since 1984-12-21. The plan is filed with the U.S. Department of Labor under EIN 621218702.
Who sponsors the HUNTER FAN COMPANY PENSION PLAN?
HUNTER FAN COMPANY PENSION PLAN is sponsored by HUNTER FAN COMPANY, located in Tennessee. The sponsor's EIN is 621218702 and the plan operates in the Wholesale Trade industry.
How did HUNTER FAN COMPANY PENSION PLAN perform in 2024?
HUNTER FAN COMPANY PENSION PLAN declined by 17.9% during 2024, moving from $21M to $17M in total assets. Net income was $-3,717,757.
Where can I find official filings for HUNTER FAN COMPANY PENSION PLAN?
Official Form 5500 filings for HUNTER FAN COMPANY PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 621218702 or plan name at efast.dol.gov.
How does HUNTER FAN COMPANY PENSION PLAN compare to other plans?
You can compare HUNTER FAN COMPANY PENSION PLAN against other Other plans on the plan type page, or view plans in Tennessee 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 621218702.

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 official public datasets. See our methodology for details.