Defined Benefit (Pension) · DOL Form 5500 · 2024

Amalgamated Sugar Company Pension Plan

Data updated 2026-08-11

$224M
Total assets
878
Participants
95th
Percentile by assets
$254,951
Avg per participant
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Official DOL plan name: Amalgamated Sugar Company Hourly Retirement Plan · Sponsored by Amalgamated Sugar Company · Idaho · Manufacturing

$224M in assets, 878 participants

Amalgamated Sugar Company's Amalgamated Sugar Company Hourly Retirement Plan reported $224M in total assets and 878 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • 95th percentile by assets (of 123,622 plans)
  • #16,327 in Manufacturing (17,777 peers)

Coverage in Idaho

Amalgamated Sugar Company Hourly Retirement Plan covers 878 participants in Idaho, 2.5x the typical Idaho plan (state average ~347 per filing). Assets: $224M.

$224M
total plan assets (2024 EOY)
878
covered participants
95th
percentile by assets (of 123,622 plans)
$254,951
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amalgamated Sugar Company Hourly Retirement Plan reported net income fell from $35M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Amalgamated Sugar Company Hourly Retirement Plan end-of-year assets rose from $214M in the plan year 2023 filing to $224M in the plan year 2024 filing.
  • Amalgamated Sugar Company Hourly Retirement Plan reported participants rose from 840 in the plan year 2023 filing to 878 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Idaho filers

In Idaho, the average filing covers about 347 participants across 760 plans. Amalgamated Sugar Company Hourly Retirement Plan reports 878 participants - 2.5x that state average ($224M EOY assets).

Idaho filing particulars

Total Assets (Beginning of Year)$214M
Net Assets (End of Year)$224M
Net Income$10M
Employer EIN870568755
Plan Effective Date1953-09-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Sugar Company)

$340M$360M$380M$400M$420M 202220232024 $355M $359M ▲ +1.0%
Total plan assets by year, all Amalgamated Sugar Company plans on file
Year Plans Participants Total Assets
2022 4 2,526 $355M
2023 4 2,358 $409M
2024 4 2,649 $359M

Nearby Defined Benefit (Pension) Plans in Idaho

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

Amalgamated Sugar Company Hourly Retirement Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants

Amalgamated Sugar Company Hourly Retirement Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.522.5 Total assets ($B) Participants Amalgamated Sugar Co…Idaho National Labor…Retirement Plan of I…Shaws Supermarkets, …St. Luke's Health Sy…Hecla Mining Company…
Amalgamated Sugar Company Hourly Retirement Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Amalgamated Sugar Company Hourly Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Amalgamated Sugar Company Hourly Retirement Plan assets move in 2024?
Amalgamated Sugar Company Hourly Retirement Plan edged up modestly - up 4.8% during 2024, from $214M to $224M. Reported net income was $10M.
How have Amalgamated Sugar Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Amalgamated Sugar Company's sponsor-wide assets grew 1.0%, from $355M to $359M.
Where does Amalgamated Sugar Company Hourly Retirement Plan rank by assets among Form 5500 filers?
Amalgamated Sugar Company Hourly Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Amalgamated Sugar Company Hourly Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Berry Global, Inc. Defined Benefit Pension Plan in IN ($224M, 479 participants).

Next read for Amalgamated Sugar Company Hourly Retirem…

Filing takeaways

Ways to act on Amalgamated Sugar Company Hourly Retirement Plan's numbers.

  • By total assets, Amalgamated Sugar Company Hourly Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Idaho. Compare plans
  • Amalgamated Sugar Company's sponsor-wide assets have grown 1.0% since 2022 across 3 plan years on file. More Manufacturing plans