Plan5500

Pierce Manufacturing Inc. Pension Plan — Form 5500 plan (Pierce Manufacturing, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pierce Manufacturing Inc. Pension Plan is a benefit plan reported by Pierce Manufacturing, Inc. under EIN 39-0139830 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,880 participants and $146,769,908 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pierce Manufacturing, Inc.
EIN
39-0139830
Plan number
001
Plan type
2
Location
Appleton, WI
Latest filing year
2023
Participants
1,880
End-of-year plan assets
$146,769,908

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,880H, C20241010175437NAL0020649697001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$146,769,908
Total liabilities (EOY)
$0
Net assets (EOY)
$146,769,908
Net assets (BOY)
$133,341,618

Income & contributions

Total contributions
$0
Total income / additions
$19,956,977

Expenses & distributions

Benefits paid
$5,357,052
Administrative expenses
$1,171,635
Total expenses
$6,528,687
Net increase / (decrease)
$13,428,290

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Aon Hewitt AssociatesNONE$221,901not reported in the loaded dataset2023
Systematic Financial ManagementNONE$138,336not reported in the loaded dataset2023
Earnest PartnersNONE$113,818not reported in the loaded dataset2023
Diamond Hill Capital Management IncNONE$71,089not reported in the loaded dataset2023
Robert W. BairdNONE$68,283not reported in the loaded dataset2023
Principal BankNONE$64,801not reported in the loaded dataset2023

Related Form 5500 pages