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Connecticut › Information › 1,000 to 4,999 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Cenveo Worldwide Limited Pension Plan

Sponsored by Cenveo Worldwide Limited, Stamford, CT

defined benefit pension planfrozen plan

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.

$154Mnet assets, end of plan year−10% on the year
3,137participants171 active
$49,134net assets per participantsame-size median $87,935
$24,585employer contributions per active participantsame-size median $10,593

In the plan year ending 31 Dec 2024, Cenveo Worldwide Limited Pension Plan covered 3,137 participants and held $154M in net assets. The plan is a defined benefit pension plan sponsored by Cenveo Worldwide Limited of Stamford, Connecticut.

Net assets came to $49,134 per participant, well below the $87,935 median for defined benefit plans with 1,000 to 4,999 participants and well below the $76,035 median for defined benefit plans in information. 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 $4.2M for the year ($24,585 per active participant) and benefits paid were $17.7M. 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 8 service provider organisations paid $5,000 or more, with reported compensation of $844K: $269 per participant, below the same-size median of $325. Administrative expenses charged to the plan were $2.7M. 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 $253M in 2017 to $154M in 2024 (down 39%), and participants from 5,771 to 3,137 (down 46%).

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$49,134$87,935$76,035$86,221
Employer contributions per active participant$24,585$10,593$7,015$10,244
Schedule C compensation per participant$269$325$354$344
Schedule C compensation, share of net assets0.55%0.41%0.46%0.42%
Administrative expenses per participant$847$513$671$527

Peer columns are medians for plan year 2024 across defined benefit plans with 100 or more participants: 1,000 to 4,999 participants (1,540 plans), information (147) and all US plans (5,308). Fee medians cover plans that report an amount.

Trend by plan year

2017: $253M2018: $223M2019: $255M2020: $272M2021: $275M2022: $217M2023: $170M2024: $154M$253M$275M$154M20172018202020222024
Net assets at year end
2017: 5,7712018: 5,6572019: 5,5272020: 5,3592021: 5,2362022: 5,4042023: 3,2442024: 3,1375,7713,13720172018202020222024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
20243,137$154M$49,135$4.2M—$844K
20233,244$170M$52,525$4.8M—$995K
20225,404$217M$40,179$0—$666K
20215,236$275M$52,459$0—$857K
20205,359$272M$50,844$9.1M—$809K
20195,527$255M$46,069$10.7M—$809K
20185,657$223M$39,407$10.2M—$865K
20175,771$253M$43,804$7.3M—$1.5M

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$170,391,585
  • Employer contributions$4,204,000
  • Participant contributions—
  • Rollovers and other contributions—
  • Total contributions$4,204,000
  • Total income, including investment results$4,079,854
  • Benefits paid$17,678,350
  • Administrative expenses$2,658,220
  • Total expenses$20,336,570
  • Net income−$16,256,716
  • Net transfers$0
  • Net assets, end of year$154,134,869

Participants

  • Active participants171
  • Retired or separated, receiving benefits2,103
  • Retired or separated, entitled to future benefits631
  • Total participants, end of year3,137

Fees and service providers

$844KSchedule C compensation to organisations$844K direct · $0 indirect
$269per participantsame-size median $325
0.55%of net assetssame-size median 0.41%
$2.7Madministrative expenses charged to the plan$847 per participant
OrganisationServices reportedDirectIndirect
SageView Consulting GroupActuarial; Consulting (pension)$275,880$0
Principal Financial ServicesInvestment management; Trustee (bank, trust company, or similar financial institution)$192,562$0
Thompson Hine LLPLegal$124,141$0
Goldman Sachs Asset ManagementInvestment management$95,517$0
RPW Solutions, LLCConsulting (pension)$95,136$0
PKF O'Connor Davies, LLPAccounting (including auditing)$27,900$0
Nisa Investment Advisors, LLCInvestment management$25,863$0
GHP MediaCopying and duplicating; Participant communication$7,104$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

  • Other administrative expenses$1,820,521
  • Actuarial fees$276,580
  • Trustee and custodial fees$192,562
  • Legal fees$124,141
  • Investment advisory and management fees$121,380
  • Contract administrator fees$95,136
  • IQPA audit fees$27,900
  • Total administrative expenses$2,658,220

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.

  • Corporate debt instruments$74.3M · 47.7%
  • Common/collective trusts$39.1M · 25.1%
  • Registered investment companies (mutual funds)$22.5M · 14.4%
  • Cash (interest and non-interest bearing)$7.6M · 4.9%
  • Receivables$6.6M · 4.3%
  • U.S. Government securities$5.1M · 3.3%
  • Other investments$727K · 0.5%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmPKF O'Connor Davies, LLP
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $500,000
  • Blackout period during the year—

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

  • 1ABenefits are primarily pay related
  • 1IFrozen plan

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 511120: Periodical Publishers.

Other plans of Cenveo Worldwide Limited

PlanParticipantsNet assets
Cenveo Worldwide Limited 401(k) Savings and Retirement Plan2,624$160M

Similar plans in Connecticut

PlanSponsorParticipantsNet assetsPer participant
Frontier Communications Pension PlanFrontier Communications Parent, Inc.20,329$2.38B$116,829
The Day Publishing Company Trusteed Pension PlanThe Day Publishing Company, Inc.275$14.4M$52,490
Frontier Communications Pension PlanFrontier Communications Corporation22,881$2.50B$109,438

Defined benefit plans in information closest in size.

Questions and answers

How big is Cenveo Worldwide Limited Pension Plan?

3,137 participants at the end of the plan year ending 31 Dec 2024, of whom 171 were active employees, with net assets of $154,134,869. Among defined benefit plans that places it in the 1,000 to 4,999 participants band, which held 1,540 plans in plan year 2024.

What does Cenveo Worldwide Limited contribute per participant?

The filing reports $4,204,000 in employer contributions for the year, which is $24,585 per active participant; the median for plans of the same type and size was $10,593 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 $844,103 in compensation to service provider organisations, $269 per participant or 0.55% of net assets. The same-size median among plans reporting any Schedule C compensation was $325 per participant. Administrative expenses on Schedule H were $2,658,220. 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 Cenveo Worldwide Limited. Investment advisory or management: Principal Financial Services, Goldman Sachs Asset Management and Nisa Investment Advisors, LLC. Trustee or custodian: Principal Financial Services. The financial statements were audited by PKF O'Connor Davies, LLP. 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 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 29 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 83-1681581, plan 008, received 29 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.