Defined Benefit (Pension) · DOL Form 5500 · 2022

Luvata Ohio, Inc. Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
70
Participants Small participant base
67th
Percentile by assets National rank
$160,590
Avg per participant Above avg balance/head
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Official DOL plan name: Luvata Ohio, Inc. Retirement Plan · Sponsored by Luvata Ohio, Inc. · Ohio · Manufacturing

$11M in assets, 70 participants

Luvata Ohio, Inc.'s Luvata Ohio, Inc. Retirement Plan reported $11M in total assets and 70 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.

  • #11,357 in Manufacturing (20,602 peers)

Luvata Ohio, Inc. multi-year trail

Luvata Ohio, Inc.'s plans moved +29.7% in assets from 2022 to 2024; this filing shows Luvata Ohio, Inc. Retirement Plan at $11M / 70 participants.

#11,357
in Manufacturing (20,602 peers)
-23.4%
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.

Luvata Ohio, Inc. Retirement Plan's outsized position by total assets

Luvata Ohio, Inc. Retirement Plan vs every filed plan by assets

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

$11,241,294 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

Luvata Ohio, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luvata Ohio, Inc. Retirement Plan is a small filing (70 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 314358696 · Luvata Ohio, Inc. PY 2022 · Defined Benefit (Pension)

Luvata Ohio, Inc. Retirement Plan · $11M · 70 · 67th

  • RANK $11M
  • RANK 70
  • RANK 67th
  • RANK Defined Benefit (Pension)
  • RANK near Retirement Plan for Employees of Herring Bank
  • RANK ind #11357

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 Ohio →

Luvata Ohio, Inc. Retirement Plan in the asset neighbourhood

Alecto Healthcare Services Ohio Valley LLC Pension PlanAlecto Healthcare Services O…$11MRetirement Plan for Employees of Herring BankRetirement Plan for Employee…$11MSouthern Towing Company Pension PlanSouthern Towing Company Pens…$11MLuvata Ohio, Inc. Retirement PlanLuvata Ohio, Inc. Retirement…$11MArizona Chemical Retirement Plan for Collectively Bargained EmployeesArizona Chemical Retirement …$11M
End-of-year total assets ($M) among Luvata Ohio, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Luvata Ohio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Luvata Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.70904740740581% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.1M $31.2M ▲ +29.7%
Year Plans Participants Total Assets
2022 2 167 $24M
2023 2 175 $28M
2024 2 203 $31M

Luvata Ohio, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN314358696
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Luvata Ohio, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Luvata Ohio, Inc. Retirement Plan, Total assets ($B): 0.011241294 · Participants: 70Luvata Ohio, Inc. Retirement PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.559275463 · Participants: 12346Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.017579718 · Participants: 22597Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.498685298 · Participants: 15837American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.394372488 · Participants: 9749Ohio Operating Engineers Pension PlanLaborers District Council & Contractors Pension Fund of Ohio, Total assets ($B): 2.645337912 · Participants: 13583Laborers District Council & Contractors Pension Fund of Ohio
Luvata Ohio, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Luvata Ohio, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Herring Bank in TX ($11M); by covered participants it is Hulman & Company Retirement Plan in IN (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 Luvata Ohio, Inc. Retirement Plan assets move in 2022? ▼
Luvata Ohio, Inc. Retirement Plan declined sharply - down 23.4% during 2022, from $15M to $11M. Reported net income was -$3M.
How have Luvata Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luvata Ohio, Inc.'s sponsor-wide assets grew 29.7%, from $24M to $31M.
Which Defined Benefit (Pension) plans are similar in size to Luvata Ohio, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Herring Bank in TX ($11M, 25 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Luvata Ohio, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Hulman & Company Retirement Plan in IN (70 participants, $6M 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 314358696.

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.