Defined Benefit (Pension) · DOL Form 5500 · 2023

R. T. Vanderbilt Holding Company Pension Plan

Data updated 2026-05-15

$11M
Total assets
93
Participants
61th
Percentile by assets
$118,935
Avg per participant

Sponsored by R. T. Vanderbilt Holding Company, Inc. · Connecticut · Manufacturing

What the 2023 filing shows

R. T. Vanderbilt Holding Company Pension Plan holds $11M for 93 participants - about $118,935 per participant, above the median plan by assets, down 72.6% over the 2023 plan year.

$11M
total plan assets (2023 EOY)
93
covered participants
61th
percentile by assets (of 126,618 plans)
$118,935
avg assets per participant

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry
Manufacturing

Defined Benefit (Pension) · DOL Form 5500 · 2023

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. According to the U.S. Department of Labor's 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 contracted severely from $40M at the beginning of 2023 to $11M at year-end - down 72.6%. Net assets (after liabilities) closed the year at $11M, with reported net income of -$29M 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.

Across the 3 plan years R. T. Vanderbilt Holding Company, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $116M to $88M, a decline of 24.1%, while reported participants moved from 473 to 406 (-14.2%). The strongest year on file by total sponsor assets was 2022 at $116M; the softest was 2023 at $84M. Year-by-year, sponsor-wide filings show: 2022 - $116M in assets across 3 plans covering 473 participants; 2023 - $84M in assets across 3 plans covering 473 participants; 2024 - $88M in assets across 2 plans covering 406 participants.

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.

How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank R. T. Vanderbilt Holding Company Pension Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2023)

Total Assets (Beginning of Year)$40M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income-$29M
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 contracted severely - down 72.6% during 2023, moving from $40M to $11M in total assets. Net income was -$29M.

What this filing means

Ways to act on R. T. Vanderbilt Holding Company Pension Plan's numbers.

  • By total assets, R. T. Vanderbilt Holding Company Pension Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Connecticut. Compare plans
  • R. T. Vanderbilt Holding Company, Inc.'s sponsor-wide assets have declined 24.1% since 2022 across 3 plan years on file. More Manufacturing plans
  • A Defined Benefit (Pension) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.