Defined Benefit (Pension) · DOL Form 5500 · 2022

G.O. Carlson, Inc. Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
92
Participants Small participant base
77th
Percentile by assets National rank
$207,036
Avg per participant Above avg balance/head
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Official DOL plan name: Electralloy Melt Shop, Production and Maintenance Employees Pension Plan · Sponsored by G.O. Carlson, Inc. · Pennsylvania · Manufacturing

$19M in assets, 92 participants

G.O. Carlson, Inc.'s Electralloy Melt Shop, Production and Maintenance Employees Pension Plan reported $19M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,862 in Manufacturing (20,602 peers)

Where Electralloy Melt Shop, Production and Maintenance Employees Pension Plan sits by assets

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan sits in the top quartile of all filed plans by assets, $19M for 92 participants (~$207,036/participant), down 16.6% in 2022.

#13,862
in Manufacturing (20,602 peers)
-16.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan's outsized position by total assets

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan vs every filed plan by assets

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

$19,047,314 Top 23% higher than 77% 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

Electralloy Melt Shop, Production and Maintenance Employees Pension 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. Electralloy Melt Shop, Production and Maintenance Employees Pension Plan is a small filing (92 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 230457636 · G.O. Carlson, Inc. PY 2022 · Defined Benefit (Pension)

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan · $19M · 92 · 77th

  • EOY $19M
  • EOY 92
  • EOY 77th
  • EOY Defined Benefit (Pension)
  • EOY near Financial Accounting Foundation Employees' Pension Plan
  • EOY ind #13862

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 →

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan in the asset neighbourhood

Miller & Chevalier, Chartered Employees' RetiremenMiller & Chevalier, Chartere…$19MElectralloy Melt Shop, Production and Maintenance Employees Pension PlanElectralloy Melt Shop, Produ…$19MFinancial Accounting Foundation Employees' Pension PlanFinancial Accounting Foundat…$19MArcet Equipment Company Pension TrustArcet Equipment Company Pens…$19MDover Downs, Inc. Pension PlanDover Downs, Inc. Pension Pl…$19M
End-of-year total assets ($M) among Electralloy Melt Shop, Production and Maintenance Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN230457636
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G.O. Carlson, Inc.)

Sponsor-wide plan assets over time

All G.O. Carlson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 21.117943736695324% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.7M $78.3M ▲ +21.1%
Year Plans Participants Total Assets
2022 3 426 $65M
2023 3 500 $72M
2024 3 554 $78M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Electralloy Melt Shop, Production and Maintenance Employees Pension Plan, Total assets ($B): 0.019047314 · Participants: 92Electralloy Melt Shop, Production and Maintenance Employees 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
Electralloy Melt Shop, Production and Maintenance Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Financial Accounting Foundation Employees' Pension Plan in CT ($19M); by covered participants it is The Retirement Plan for Employees of Franklin Savings Bank in ME (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Electralloy Melt Shop, Production and Maintenance Employees Pension Plan assets move in 2022?
Electralloy Melt Shop, Production and Maintenance Employees Pension Plan declined sharply - down 16.6% during 2022, from $23M to $19M. Reported net income was -$4M.
How have G.O. Carlson, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), G.O. Carlson, Inc.'s sponsor-wide assets grew 21.1%, from $65M to $78M.
Where does Electralloy Melt Shop, Production and Maintenance Employees Pension Plan rank by assets among Form 5500 filers?
Electralloy Melt Shop, Production and Maintenance Employees Pension Plan ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Electralloy Melt Shop, Production and Maintenance Employees Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Financial Accounting Foundation Employees' Pension Plan in CT ($19M, 42 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Electralloy Melt Shop, Production and Maintenance Employees Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Plan for Employees of Franklin Savings Bank in ME (92 participants, $55M in assets).