Defined Benefit (Pension) · DOL Form 5500 · 2022

Oberg Industries, LLC Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
142
Participants Small participant base
67th
Percentile by assets National rank
$76,874
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Oberg Industries, Inc. Defined Benefit Pension Plan · Sponsored by Oberg Industries, LLC · Pennsylvania · Manufacturing

$11M in assets, 142 participants

Oberg Industries, LLC's Oberg Industries, Inc. Defined Benefit Pension Plan reported $11M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #11,190 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Oberg Industries, Inc. Defined Benefit Pension Plan covers 142 participants in Pennsylvania, about 17% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#11,190
in Manufacturing (20,602 peers)
-21.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oberg Industries, Inc. Defined Benefit Pension Plan's outsized position by total assets

Oberg Industries, Inc. Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$10,916,075 Top 33% higher than 67% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Oberg Industries, Inc. Defined Benefit Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Oberg Industries, Inc. Defined Benefit Pension Plan sits mid-pack in the medium band (142 participants).

Published 5500 schedule card

Filing strip 832134609 · Oberg Industries, LLC PY 2022 · Defined Benefit (Pension)

Oberg Industries, Inc. Defined Benefit Pension Plan · $11M · 142 · 67th

  • 5500 $11M
  • ASSETS 142
  • PCT 67th
  • EIN Defined Benefit (Pension)
  • RANK near Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust
  • PHOTO ind #11190

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 →

Oberg Industries, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Gentek Building Products, Inc. Woodbridge Hourly Pension PlanGentek Building Products, In…$11MPension Plan for Employees of Civista Bancshares, Inc. and Its AffiliatesPension Plan for Employees o…$11MOberg Industries, Inc. Defined Benefit Pension PlanOberg Industries, Inc. Defin…$11MSuperior Choice Credit Union Cash Balance Defined Benefit Plan and TrustSuperior Choice Credit Union…$11MEbp of Lutheran Child & Family Services of IllinoisEbp of Lutheran Child & Fami…$11M
End-of-year total assets ($M) among Oberg Industries, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN832134609
Plan Effective Date1959-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oberg Industries, LLC)

Sponsor-wide plan assets over time

All Oberg Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$117M 14.145207991089828% vs 2022
2024 filing year
$100M$105M$110M$115M$120M 202220232024 $103M $117M ▲ +14.1%
Year Plans Participants Total Assets
2022 2 836 $103M
2023 2 844 $114M
2024 2 841 $117M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Oberg Industries, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Oberg Industries, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.010916075 · Participants: 142Oberg Industries, Inc. Defined Benefit Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Oberg Industries, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Oberg Industries, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Oberg Industries, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust in WI ($11M); by covered participants it is The Okonite Company Cash Balance Pension Plan in NJ (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Oberg Industries, Inc. Defined Benefit Pension Plan assets move in 2022? ▼
Oberg Industries, Inc. Defined Benefit Pension Plan declined sharply - down 21.8% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Oberg Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oberg Industries, LLC's sponsor-wide assets grew 14.1%, from $103M to $117M.
Which Defined Benefit (Pension) plans are similar in size to Oberg Industries, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust in WI ($11M, 96 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oberg Industries, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Okonite Company Cash Balance Pension Plan in NJ (142 participants, $64M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 832134609.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.