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Pennsylvania › Manufacturing › 100 to 249 participants

Form 5500 statement · plan year 1 Apr 2024 to 31 Mar 2025

CP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan

Sponsored by C.P. Industries Holdings, Inc., McKeesport, PA

defined benefit pension plancollectively bargained

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$4.2Mnet assets, end of plan year+1% on the year
121participants13 active
$34,467net assets per participantsame-size median $80,635
$10,435employer contributions per active participantsame-size median $9,975

C.P. Industries Holdings, Inc. of McKeesport, Pennsylvania sponsors CP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan, a defined benefit pension plan. Its Form 5500 for the plan year ending 31 Mar 2025 shows 121 participants (13 active) and $4.2M in net assets.

Net assets came to $34,467 per participant, well below the $80,635 median for defined benefit plans with 100 to 249 participants and well below the $67,961 median for defined benefit plans in manufacturing. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

Employer contributions were $136K for the year ($10,435 per active participant) and benefits paid were $324K. In a defined benefit plan the employer's contribution follows funding rules rather than a match formula, so it can swing widely from year to year.

Schedule C lists 1 service provider organisation paid $5,000 or more, with reported compensation of $17K: $138 per participant, well below the same-size median of $451. Administrative expenses charged to the plan were $4,183. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $5.2M in 2009 to $4.2M in 2024 (down 20%), and participants from 167 to 121 (down 28%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DB plans
Net assets per participant$34,467$80,635$67,961$86,221
Employer contributions per active participant$10,435$9,975$6,915$10,244
Schedule C compensation per participant$138$451$299$344
Schedule C compensation, share of net assets0.40%0.52%0.47%0.42%
Administrative expenses per participant$34.57$582$498$527

Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 100 to 249 participants (1,156 plans), manufacturing (1,532) and all US plans (5,308). Fee medians cover plans that report an amount.

Trend by plan year

2009: $5.2M2010: $5.2M2011: $5.4M2012: $5.4M2013: $4.9M2014: $4.7M2015: $4.0M2016: $4.1M2017: $4.2M2018: $4.2M2019: $3.6M2020: $4.0M2021: $4.0M2022: $3.7M2023: $4.1M2024: $4.2M$5.2M$5.4M$4.2M20092012201620202024
Net assets at year end
2009: 1672010: 1672011: 1642012: 1612013: 1552014: 1522015: 1502016: 1452017: 1432018: 1412019: 1382020: 1382021: 1382022: 1312023: 1262024: 12116712120092012201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024121$4.2M$34,463$136K—$17K
2023126$4.1M$32,833$296K—$15K
2022131$3.7M$28,427$315K—$14K
2021138$4.0M$28,891$375K—$16K
2020138$4.0M$28,623$0—$15K
2019138$3.6M$25,978$14K—$19K
2018141$4.2M$29,645$260K—$11K
2017143$4.2M$29,287$339K—$26K
2016145$4.1M$28,007$166K—$31K
2015150$4.0M$26,753$43K—$48K
2014152$4.7M$30,829$0—$30K
2013155$4.9M$31,465——$27K
2012161$5.4M$33,242$45K—$29K
2011164$5.4M$32,774$96K—$24K
2010167$5.2M$31,389——$27K
2009167$5.2M$31,251——$13K

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$4,137,213
  • Employer contributions$135,649
  • Participant contributions—
  • Rollovers and other contributions—
  • Total contributions$135,649
  • Total income, including investment results$361,528
  • Benefits paid$324,085
  • Administrative expenses$4,183
  • Total expenses$328,268
  • Net income$33,260
  • Net transfers$0
  • Net assets, end of year$4,170,473

Participants

  • Active participants13
  • Retired or separated, receiving benefits50
  • Retired or separated, entitled to future benefits26
  • Total participants, end of year121

Fees and service providers

$17KSchedule C compensation to organisations$17K direct · $0 indirect
$138per participantsame-size median $451
0.40%of net assetssame-size median 0.52%
$4,183administrative expenses charged to the plan$34.57 per participant
OrganisationServices reportedDirectIndirect
Wells Fargo Advisors, LLCInvestment advisory (participants)$16,720$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Investment advisory and management fees$4,183
  • Total administrative expenses$4,183

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Pooled separate accounts$4.1M · 99.5%
  • Receivables$21K · 0.5%
  • Cash (interest and non-interest bearing)$457 · 0.0%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmUrish Popeck & Co., LLC.
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $1,000,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 1BBenefits are primarily flat dollar (includes dollars per year of service)

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 332900: Other Fabricated Metal Product Mfg.

Similar plans in Pennsylvania

PlanSponsorParticipantsNet assetsPer participant
Retirement Plan for the Employees of Littlestown Foundry, Inc.Littlestown Foundry, Inc.130$6.7M$51,187
Defined Benefit Pension Plan for Classified Salaried Employees of Truck-Lite Co., LLCTruck-Lite Co., LLC108$13.1M$120,894
American Chrome & Chemicals, Inc. Corpus Christi Plant Pension PlanAmerican Chrome & Chemicals, Inc.132$8.1M$61,601
SMC Global Holdings, Inc. Retirement Income Plan BSMC Global Holdings, Inc.104$6.2M$60,029
Grefco Minerals Inc. Pension Plan for Non-SalariedGrefco Minerals Inc. Barbara Hladik135$4.5M$33,058
General Wire Spring Company Pension Plan for Bargaining Unit EmployeesGeneral Wire Spring Company137$10.8M$78,476

Defined benefit plans in manufacturing closest in size.

Questions and answers

How big is CP Industries Holdings, Inc. Collective Bargaining Employees Pension Plan?

121 participants at the end of the plan year ending 31 Mar 2025, of whom 13 were active employees, with net assets of $4,170,473. Among defined benefit plans that places it in the 100 to 249 participants band, which held 1,156 plans in plan year 2024.

What does C.P. Industries Holdings, Inc. contribute per participant?

The filing reports $135,649 in employer contributions for the year, which is $10,435 per active participant; the median for plans of the same type and size was $9,975 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $16,720 in compensation to service provider organisations, $138 per participant or 0.40% of net assets. The same-size median among plans reporting any Schedule C compensation was $451 per participant. Administrative expenses on Schedule H were $4,183. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is C.P. Industries Holdings, Inc.. Investment advisory or management: Wells Fargo Advisors, LLC. The financial statements were audited by Urish Popeck & Co., LLC.. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Apr 2024 to 31 Mar 2025, received by the Department of Labor on 15 Jan 2026. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 26-2262537, plan 001, received 15 Jan 2026; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.