Defined Benefit (Pension) · DOL Form 5500 · 2024

Totes Isotoner Corporation Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
30
Participants Small participant base
37th
Percentile by assets National rank
$123,451
Avg per participant Near avg balance/head
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Official DOL plan name: Totes Isotoner Corporation Employees' Pension Plan · Sponsored by Totes Isotoner Corporation · Ohio · Wholesale Trade

$4M in assets, 30 participants

Totes Isotoner Corporation's Totes Isotoner Corporation Employees' Pension Plan reported $4M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #1,605 in Wholesale Trade (6,080 peers)

2024 asset change

Totes Isotoner Corporation Employees' Pension Plan contracted severely 56.3% in 2024 ($8M → $4M) for 30 participants.

#1,605
in Wholesale Trade (6,080 peers)
-56.3%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Totes Isotoner Corporation Employees' Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Totes Isotoner Corporation Employees' Pension Plan vs every filed plan by assets

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

$3,703,526 37th percentile higher than 37% 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

Totes Isotoner Corporation Employees' 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. Totes Isotoner Corporation Employees' Pension Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Totes Isotoner Corporation Employees' Pension Plan reported net income fell from -$196K in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • Totes Isotoner Corporation Employees' Pension Plan end-of-year assets fell from $8M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Totes Isotoner Corporation Employees' Pension Plan reported participants fell from 36 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 310405270 · Totes Isotoner Corporation PY 2024 · Defined Benefit (Pension)

Totes Isotoner Corporation Employees' Pension Plan · $4M · 30 · 37th

  • IND $4M
  • IND 30
  • IND 37th
  • IND Defined Benefit (Pension)
  • IND near Retirement Plan for Montana Refining Employees of Calumet Gp, LLC
  • IND ind #1605

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 Wholesale Trade retirement plans → · Plans in Ohio →

Totes Isotoner Corporation Employees' Pension Plan in the asset neighbourhood

Gerresheimer Glass Salaried Retirement PlanGerresheimer Glass Salaried …$4MPension Plan for Employees of Easter Seals, Inc.Pension Plan for Employees o…$4MTotes Isotoner Corporation Employees' Pension PlanTotes Isotoner Corporation E…$4MRetirement Plan for Montana Refining Employees of Calumet Gp, LLCRetirement Plan for Montana …$4MJlt (USA) Stable Value Plan - Tw LegacyJlt (USA) Stable Value Plan …$4M
End-of-year total assets ($M) among Totes Isotoner Corporation Employees' Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Totes Isotoner Corporation years around the 2024 move

Sponsor-wide plan assets over time

All Totes Isotoner Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$43M 3.5142001735892894% vs 2022
2024 filing year
$40M$42M$44M$46M$48M 202220232024 $41.5M $42.9M ▲ +3.5%
Year Plans Participants Total Assets
2022 2 207 $41M
2023 2 203 $46M
2024 2 198 $43M

2024 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$4M
Net Income-$5M
Employer EIN310405270
Plan Effective Date1979-03-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Totes Isotoner Corporation Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Totes Isotoner Corporation Employees' Pension Plan, Total assets ($B): 0.003703526 · Participants: 30Totes Isotoner Corporation Employees' Pension PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Totes Isotoner Corporation Employees' Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Totes Isotoner Corporation Employees' Pension Plan side-by-side with 3 peers →

Totes Isotoner Corporation Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Montana Refining Employees of Calumet Gp, LLC in IN ($4M); by covered participants it is Defined Benefit Plan for Employees of Epic in IL (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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.

Frequently Asked Questions

How did Totes Isotoner Corporation Employees' Pension Plan assets move in 2024? ▼
Totes Isotoner Corporation Employees' Pension Plan contracted severely - down 56.3% during 2024, from $8M to $4M. Reported net income was -$5M.
How have Totes Isotoner Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Totes Isotoner Corporation's sponsor-wide assets grew 3.5%, from $41M to $43M.
Which Defined Benefit (Pension) plans are similar in size to Totes Isotoner Corporation Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Montana Refining Employees of Calumet Gp, LLC in IN ($4M, 66 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Totes Isotoner Corporation Employees' Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Plan for Employees of Epic in IL (30 participants, $11M in assets).

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 310405270.

Read our methodology - how this data is sourced, computed, and verified.

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