Defined Benefit (Pension) · DOL Form 5500 · 2024

Appleton Group LLC Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
81
Participants Small participant base
58th
Percentile by assets National rank
$140,298
Avg per participant Near avg balance/head
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Official DOL plan name: Appleton Group LLC Pension Plan for Bargaining Unit Employees · Sponsored by Appleton Group LLC · Missouri · Manufacturing

$11M in assets, 81 participants

Appleton Group LLC's Appleton Group LLC Pension Plan for Bargaining Unit Employees reported $11M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #8,003 in Manufacturing (17,777 peers)

Appleton Group LLC multi-year trail

Appleton Group LLC's plans moved +11.2% in assets from 2022 to 2024; this filing shows Appleton Group LLC Pension Plan for Bargaining Unit Employees at $11M / 81 participants.

#8,003
in Manufacturing (17,777 peers)
-0.6%
assets change YoY

The plan reported a net loss of $70K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Appleton Group LLC Pension Plan for Bargaining Unit Employees's mid-pack asset rank among Manufacturing and all filers

Appleton Group LLC Pension Plan for Bargaining Unit Employees vs every filed plan by assets

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

$11,364,121 Top 42% higher than 58% 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

Appleton Group LLC Pension Plan for Bargaining Unit 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. Appleton Group LLC Pension Plan for Bargaining Unit Employees is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Appleton Group LLC Pension Plan for Bargaining Unit Employees reported net income fell from $1M in the plan year 2023 filing to -$70K in the plan year 2024 filing.
  • Appleton Group LLC Pension Plan for Bargaining Unit Employees reported participants rose from 60 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364178995 · Appleton Group LLC PY 2024 · Defined Benefit (Pension)

Appleton Group LLC Pension Plan for Bargaining Unit Employees · $11M · 81 · 58th

  • ASSETS $11M
  • ASSETS 81
  • ASSETS 58th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near The Eastern Company Pension Plan for Hourly-Rated Employees
  • ASSETS ind #8003

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 Missouri →

Appleton Group LLC Pension Plan for Bargaining Unit Employees in the asset neighbourhood

Retirement Plan for the Employees of Hias, Inc.Retirement Plan for the Empl…$11MThe Eastern Company Pension Plan for Hourly-Rated EmployeesThe Eastern Company Pension …$11MAppleton Group LLC Pension Plan for Bargaining Unit EmployeesAppleton Group LLC Pension P…$11MDel Monte Fresh Produce (Hawaii) Inc. Pineapple Pension PlanDel Monte Fresh Produce (Haw…$11MCarpenters Industrial Council of Eastern Pennsylvania Pension PlanCarpenters Industrial Counci…$11M
End-of-year total assets ($M) among Appleton Group LLC Pension Plan for Bargaining Unit Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Appleton Group LLC multi-year asset trail

Sponsor-wide plan assets over time

All Appleton Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 11.243588070671622% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.2M $11.4M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 65 $10M
2023 1 60 $11M
2024 1 81 $11M

Appleton Group LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income-$70K
Employer EIN364178995
Plan Effective Date1997-09-15
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Missouri

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

Appleton Group LLC Pension Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Appleton Group LLC Pension Plan for Bargaining Unit Employees, Total assets ($B): 0.011364121 · Participants: 81Appleton Group LLC Pension Plan for Bargaining Unit EmployeesBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.488413536 · Participants: 28958Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.799287759 · Participants: 9760Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.509086755 · Participants: 15151Co-Op Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.412879552 · Participants: 11832Carpenters Pension Trust Fund of St. LouisEmerson Electric Company Retirement Plan, Total assets ($B): 3.286323754 · Participants: 2467Emerson Electric Company Retirement Plan
Appleton Group LLC Pension Plan for Bargaining Unit Employees vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Appleton Group LLC Pension Plan for Bargaining Unit Employees side-by-side with 3 peers →

Appleton Group LLC Pension Plan for Bargaining Unit Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Missouri, the nearest Defined Benefit (Pension) by assets is The Eastern Company Pension Plan for Hourly-Rated Employees in CT ($11M); by covered participants it is Pension Plan for Employees of Magnesita Refractories Company in PA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Appleton Group LLC Pension Plan for Bargaining Unit Employees assets move in 2024? ▼
Appleton Group LLC Pension Plan for Bargaining Unit Employees held essentially flat - down 0.6% during 2024, from $11M to $11M. Reported net income was -$70K.
How have Appleton Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appleton Group LLC's sponsor-wide assets grew 11.2%, from $10M to $11M.
Which Defined Benefit (Pension) plans are similar in size to Appleton Group LLC Pension Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Eastern Company Pension Plan for Hourly-Rated Employees in CT ($11M, 69 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Appleton Group LLC Pension Plan for Bargaining Unit Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Employees of Magnesita Refractories Company in PA (81 participants, $71M 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 364178995.

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.