Defined Benefit (Pension) · DOL Form 5500 · 2024

The Burt Manufacturing Company Pension Plan

Data updated 2026-08-25

$429K
Total assets Small plan by assets
18
Participants Small participant base
16th
Percentile by assets National rank
$23,808
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pension Plan and Trust for Union Employees · Sponsored by The Burt Manufacturing Company · Ohio · Manufacturing

$429K in assets, 18 participants

The Burt Manufacturing Company's Pension Plan and Trust for Union Employees reported $429K in total assets and 18 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,131 in Manufacturing (17,777 peers)

What the 2024 filing shows

Pension Plan and Trust for Union Employees holds $429K for 18 participants - about $23,808 per participant, among the smaller plans by assets on file.

#1,131
in Manufacturing (17,777 peers)
+2.4%
assets growth YoY

Pension Plan and Trust for Union Employees among the smaller filed plans by assets

Pension Plan and Trust for Union Employees vs every filed plan by assets

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

$428,542 16th percentile higher than 16% 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

Pension Plan and Trust for Union Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan and Trust for Union Employees is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan and Trust for Union Employees reported net income fell from $28K in the plan year 2023 filing to $10K in the plan year 2024 filing.
  • Pension Plan and Trust for Union Employees end-of-year assets rose from $419K in the plan year 2023 filing to $429K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 341500040 · The Burt Manufacturing Company PY 2024 · Defined Benefit (Pension)

Pension Plan and Trust for Union Employees · $429K · 18 · 16th

  • TYPE $429K
  • TYPE 18
  • TYPE 16th
  • TYPE Defined Benefit (Pension)
  • TYPE near Ufcw Local 174 Commercial Pension Fund
  • TYPE ind #1131

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 Manufacturing retirement plans → · Plans in Ohio →

Pension Plan and Trust for Union Employees in the asset neighbourhood

Pension Plan and Trust for Union EmployeesPension Plan and Trust for U…$429KUfcw Local 174 Commercial Pension FundUfcw Local 174 Commercial Pe…$429KPremier Nephrology Med Group Inc Cash Balance Pension PlanPremier Nephrology Med Group…$431KVeterinary Medical Center Cash Balance Pension PlanVeterinary Medical Center Ca…$431KMark Polan, a Professional Law Corporation Defined Benefit Pension PlanMark Polan, a Professional L…$432K
End-of-year total assets ($M) among Pension Plan and Trust for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$419K
Net Assets (End of Year)$429K
Net Income$10K
Employer EIN341500040
Plan Effective Date1956-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Burt Manufacturing Company)

Sponsor-wide plan assets over time

All The Burt Manufacturing Company plans reported in each filing year

Latest sponsor-wide plan assets
$429K 9.694396023231944% vs 2022
2024 filing year
$0.38M$0.4M$0.42M$0.44M 202220232024 $0.39M $0.43M ▲ +10.3%
Year Plans Participants Total Assets
2022 1 18 $391K
2023 1 18 $419K
2024 1 18 $429K

Nearby Defined Benefit (Pension) Plans in Ohio

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

Pension Plan and Trust for Union Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Pension Plan and Trust for Union Employees, Total assets ($B): 0.000428542 · Participants: 18Pension Plan and Trust for Union EmployeesGE 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
Pension Plan and Trust for Union Employees vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Pension Plan and Trust for Union Employees side-by-side with 3 peers →

Pension Plan and Trust for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Ufcw Local 174 Commercial Pension Fund in PA ($429K); by covered participants it is Palco Retirement Plan in CA (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Pension Plan and Trust for Union Employees assets move in 2024? ▼
Pension Plan and Trust for Union Employees edged up modestly - up 2.4% during 2024, from $419K to $429K. Reported net income was $10K.
How have The Burt Manufacturing Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Burt Manufacturing Company's sponsor-wide assets grew 9.7%, from $391K to $429K.
Where does Pension Plan and Trust for Union Employees rank by assets among Form 5500 filers? ▼
Pension Plan and Trust for Union Employees ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Pension Plan and Trust for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Local 174 Commercial Pension Fund in PA ($429K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan and Trust for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Palco Retirement Plan in CA (18 participants, N/A 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 341500040.

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.