Dow Employees' Pension Plan — Form 5500 plan (The Dow Chemical Company)

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, Dow Employees' Pension Plan is a benefit plan reported by The Dow Chemical Company under EIN 38-1285128 and plan number 001. The latest loaded filing year is 2023. The filing reports 47,910 participants and $11,529,460,215 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
The Dow Chemical Company
EIN
38-1285128
Plan number
001
Plan type
2
Location
Midland, MI
Latest filing year
2023
Participants
47,910
End-of-year plan assets
$11,529,460,215

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202347,910H, C20241003125956NAL0004872035001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,529,460,215
Total liabilities (EOY)
$99,157,389
Net assets (EOY)
$11,430,302,826
Net assets (BOY)
$12,880,364,820

Income & contributions

Total contributions
$0
Total income / additions
$853,805,693

Expenses & distributions

Benefits paid
$1,857,863,584
Administrative expenses
$53,550,591
Total expenses
$1,911,414,175
Net increase / (decrease)
-$1,057,608,482

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Willis Towers WatsonNONE KNOWN$5,236,448not reported in the loaded dataset2023
Neuberger Berman Investment AdviserNONE KNOWN$1,987,794$02023
The Northern Trust CompanyCUSTODIAN$1,918,301$02023
Nisa Investment Advisors LLCNONE KNOWN$1,291,645not reported in the loaded dataset2023
The Dow Chemical CompanyPLAN ADMINISTRATOR$891,748not reported in the loaded dataset2023
Insight North America LLCNONE KONWN$703,575not reported in the loaded dataset2023
Calypso Technology, IncNONE KNOWN$665,189$02023
Covington & Burling LlpNONE KNOWN$603,441not reported in the loaded dataset2023
Ramirez Asset ManagementNONE KNOWN$548,221not reported in the loaded dataset2023
Goldman Sachs Asset Management, LpNONE KNOWN$462,309$02023
Bloomberg Finance L.P.NONE KNOWN$264,358not reported in the loaded dataset2023
Mcube Investment Technologies LLCNONE KNOWN$260,374not reported in the loaded dataset2023
Bdo Usa, P.C.ACCOUNTANT$191,669not reported in the loaded dataset2023
PimcoNONE KNOWN$147,090$02023
Alphaengine Global InvestmentNONE KNOWN$75,000not reported in the loaded dataset2023
Burgiss Group LLCNONE KNOWN$66,451not reported in the loaded dataset2023
The Berwyn GroupNONE KNOWN$65,968not reported in the loaded dataset2023
State Street Global AdvisorsNONE KNOWN$61,500$02023
T Rowe Price Associates Inc.NONE KNOWN$45,993not reported in the loaded dataset2023
TrioptimaNONE KNOWN$27,261not reported in the loaded dataset2023
Tradeweb LLCNONE KNOWN$10,100not reported in the loaded dataset2023
Markit GroupNONE KNOWN$7,171not reported in the loaded dataset2023
Pitchbook Data, Inc.NONE KNOWN$7,109not reported in the loaded dataset2023
Qdro Consultants Co. LLCNONE KNOWN$6,800not reported in the loaded dataset2023
CiebaNONE KNOWN$6,712not reported in the loaded dataset2023

Related Form 5500 pages