Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

R. T. VANDERBILT HOLDING COMPANY PENSION PLAN

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

R. T. VANDERBILT HOLDING COMPANY, INC.

This Defined Benefit (Pension) plan holds $11M in total assets and serves 93 participants as of 2023. It is sponsored by R. T. VANDERBILT HOLDING COMPANY, INC. in Connecticut. The plan reported a net loss of $29M for the year.

Total Assets (2023)
$11M
Participants
93
State
Industry
Manufacturing

What the Filing Says About R. T. VANDERBILT HOLDING COMPANY PENSION PLAN

R. T. VANDERBILT HOLDING COMPANY PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by R. T. VANDERBILT HOLDING COMPANY, INC., headquartered in Connecticut. As of the 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 93 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 461031856, and the plan has been effective since 1959-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $40M at the beginning of 2023 to $11M at year-end — a decline of 72.6%. Net assets (after liabilities) closed the year at $11M, with reported net income of $-29,275,246 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)$40M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$-29,275,246
Plan TypeDefined Benefit (Pension)
Employer EIN461031856
Plan Effective Date1959-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R. T. VANDERBILT HOLDING COMPANY, INC.)

Year Plans Participants Total Assets
2022 3 473 $116M
2023 3 473 $84M
2024 2 406 $88M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

Frequently Asked Questions

How much money is in the R. T. VANDERBILT HOLDING COMPANY PENSION PLAN?
As of the 2023 Form 5500 filing, R. T. VANDERBILT HOLDING COMPANY PENSION PLAN holds $11M in total assets with 93 participants. It is sponsored by R. T. VANDERBILT HOLDING COMPANY, INC..
What type of plan is R. T. VANDERBILT HOLDING COMPANY PENSION PLAN?
R. T. VANDERBILT HOLDING COMPANY PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1959-07-01. The plan is filed with the U.S. Department of Labor under EIN 461031856.
Who sponsors the R. T. VANDERBILT HOLDING COMPANY PENSION PLAN?
R. T. VANDERBILT HOLDING COMPANY PENSION PLAN is sponsored by R. T. VANDERBILT HOLDING COMPANY, INC., located in Connecticut. The sponsor's EIN is 461031856 and the plan operates in the Manufacturing industry.
How did R. T. VANDERBILT HOLDING COMPANY PENSION PLAN perform in 2023?
R. T. VANDERBILT HOLDING COMPANY PENSION PLAN declined by 72.6% during 2023, moving from $40M to $11M in total assets. Net income was $-29,275,246.
Where can I find official filings for R. T. VANDERBILT HOLDING COMPANY PENSION PLAN?
Official Form 5500 filings for R. T. VANDERBILT HOLDING COMPANY PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 461031856 or plan name at efast.dol.gov.
How does R. T. VANDERBILT HOLDING COMPANY PENSION PLAN compare to other plans?
You can compare R. T. VANDERBILT HOLDING COMPANY PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Connecticut on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 461031856.

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.