401(k) · DOL Form 5500 · 2022
Ellwood City Forge 401(k) Plan
Data updated 2026-08-25
- $241M
- Total assets Near avg plan size
- 1,331
- Participants Near avg headcount
- 96th
- Percentile by assets National rank
- $181,070
- Avg per participant Above avg balance/head
Official DOL plan name: Ellwood 401(k) Retirement Plan · Sponsored by Ellwood City Forge · Pennsylvania · Manufacturing
$241M in assets, 1,331 participants
Ellwood City Forge's Ellwood 401(k) Retirement Plan reported $241M in total assets and 1,331 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #19,350 in Manufacturing (20,602 peers)
Where Ellwood 401(k) Retirement Plan sits by assets
Ellwood 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $241M for 1,331 participants (~$181,070/participant), down 19.6% in 2022.
- #19,350
- in Manufacturing (20,602 peers)
- -19.6%
- assets change YoY
- 2.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ellwood 401(k) Retirement Plan's outsized position by total assets
Ellwood 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$241,004,424 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ellwood 401(k) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellwood 401(k) Retirement Plan lands in the large band (1,331 participants).
Plan-year Form 5500 strip
Filing strip 250461810 · Ellwood City Forge PY 2022 · 401(k)
Ellwood 401(k) Retirement Plan · $241M · 1,331 · 96th
- TYPE $241M
- NET 1,331
- BOOK 96th
- VS-ST 401(k)
- BOY near The Luther Holding Company Savings Plus Retirement Plan
- SCH ind #19350
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Pennsylvania →
Ellwood 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $300M |
|---|---|
| Net Assets (End of Year) | $241M |
| Net Income | -$59M |
| Employer EIN | 250461810 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ellwood City Forge)
Sponsor-wide plan assets over time
All Ellwood City Forge plans reported in each filing year
- Latest sponsor-wide plan assets
- $311M 28.897194849833962% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,331 | $241M |
| 2023 | 1 | 1,387 | $284M |
| 2024 | 1 | 1,393 | $311M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
Ellwood 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is The Luther Holding Company Savings Plus Retirement Plan in MN ($241M); by covered participants it is Marquette Transportation Company 401(k) Plan in KY (1,331 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($241M here).
- The Luther Holding Company Savings Plus Retirement Plan (MN) $241M · 3,803
- Reinhart Boerner Van Deuren, S.C. 401(k) Profit Sharing Plan (WI) $241M · 291
- Master Builders Solutions US LLC Retirement Savings Plan (OH) $241M · 1,004
- Kelly Retirement Savings Plan (MI) $241M · 113,468
Similar participant headcount
Nearest other-state filings by covered participants (1,331 participants); asset peers above are excluded.
- Marquette Transportation Company 401(k) Plan (KY) 1,331 · 0 off
- Buehler's Fresh Foods Employees' 401(k) Plan (OH) 1,331 · 0 off
- 360 Behavioral Health 401(k) Plan (CA) 1,331 · 0 off
- Ks Industries, LP 401(k) Plan (CA) 1,331 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.