Defined Benefit (Pension) · DOL Form 5500 · 2024
Amalgamated Sugar Company Pension Plan
Data updated 2026-08-25
- $224M
- Total assets Near avg plan size
- 878
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $254,951
- Avg per participant Above avg balance/head
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.
- #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.
- #16,327
- in Manufacturing (17,777 peers)
- +4.8%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Amalgamated Sugar Company Hourly Retirement Plan's outsized position by total assets
Amalgamated Sugar Company Hourly Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$223,847,281 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Amalgamated Sugar Company Hourly Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Sugar Company Hourly Retirement Plan sits mid-pack in the medium band (878 participants).
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.
Published 5500 schedule card
Filing strip 870568755 · Amalgamated Sugar Company PY 2024 · Defined Benefit (Pension)
Amalgamated Sugar Company Hourly Retirement Plan · $224M · 878 · 95th
- ASSETS $224M
- PCT 878
- EIN 95th
- RANK Defined Benefit (Pension)
- PHOTO near Berry Global, Inc. Defined Benefit Pension Plan
- IND ind #16327
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 Idaho →
Amalgamated Sugar Company Hourly Retirement Plan in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $214M |
|---|---|
| Net Assets (End of Year) | $224M |
| Net Income | $10M |
| Employer EIN | 870568755 |
| Plan Effective Date | 1953-09-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amalgamated Sugar Company)
Sponsor-wide plan assets over time
All Amalgamated Sugar Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $359M 1.0287637276691748% vs 2022
- 2024 filing year
| 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.
- Idaho National Laboratory Employee Retirement Plan $2.0B · 930
- Retirement Plan of Idaho Power Company $971M · 2,113
- Shaws Supermarkets, Inc. Pension Plan for Union Employees $230M · 5,378
- St. Luke's Health System Basic Pension Plan $144M · 217
- Hecla Mining Company Restated Retirement Plan $117M · 536
Amalgamated Sugar Company Hourly Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Idaho, the nearest Defined Benefit (Pension) by assets is Berry Global, Inc. Defined Benefit Pension Plan in IN ($224M); by covered participants it is Loyola University Employees' Retirement Plan in IL (879 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($224M here).
- Berry Global, Inc. Defined Benefit Pension Plan (IN) $224M · 479
- Schlumberger Pension Plan for U.S. Taxpayers Employed Abroad (TX) $223M · 352
- Pension Plan of American Society for Testing and Materials (PA) $223M · 289
- The Chambersburg Hospital Pension Plan for Union Represented Employees (PA) $224M · 1,131
Similar participant headcount
Nearest other-state filings by covered participants (878 participants); asset peers above are excluded.
- Loyola University Employees' Retirement Plan (IL) 879 · 1 off
- Local 697 I.B.E.W. and Electrical Industry Pension Plan (IN) 876 · 2 off
- Sedgwick Retirement Plan (TN) 880 · 2 off
- Employers & Operating Engineers Local 520 Pension Fund (IL) 881 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.