Tootsie Roll Industries, LLC Employees Pension Plan — Form 5500 plan (Tootsie Roll Industries, LLC)

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, Tootsie Roll Industries, LLC Employees Pension Plan is a benefit plan reported by Tootsie Roll Industries, LLC under EIN 22-1318955 and plan number 001. The latest loaded filing year is 2023. The filing reports 339 participants and $52,325,079 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$52.3MPlan net assets, end of year$52,325,079
Participants339Covered participants reported
Assets / participant$154.4KComputed: assets ÷ participants$154,351 (computed)
Provider compensation$2.7K1 Schedule C provider row(s)$2,675
Plan sponsor
Tootsie Roll Industries, LLC
EIN
22-1318955
Plan number
001
Plan type
2
Location
Chicago, IL
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023339H, C20240930142631NAL0005800625001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$52.3M total assets
Net assets$52.3MLiabilities$0
Money in vs. money out
Total income / additions$9.4M
Total expenses$3.8M
Benefits paid / distributions$3.8M
Contributions
Employer$2M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$52,325,079
Total liabilities (EOY)
$0
Net assets (EOY)
$52,325,079
Net assets (BOY)
$46,781,508

Income & contributions

Employer contributions
$2,048,215
Total contributions
$2,048,215
Total income / additions
$9,387,457

Expenses & distributions

Benefits paid
$3,838,397
Administrative expenses
$5,489
Total expenses
$3,843,886
Net increase / (decrease)
$5,543,571
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income41%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Voya Retirement Insurance & AnnuitySERVICE PROVIDER$2,675$02023

Related Form 5500 pages