Defined Benefit (Pension) · DOL Form 5500 · 2022

G.O. Carlson, Inc. Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
116
Participants Small participant base
81st
Percentile by assets National rank
$228,634
Avg per participant Above avg balance/head
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Official DOL plan name: Electralloy Salaried Employees Pension Plan · Sponsored by G.O. Carlson, Inc. · Pennsylvania · Manufacturing

$27M in assets, 116 participants

G.O. Carlson, Inc.'s Electralloy Salaried Employees Pension Plan reported $27M in total assets and 116 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #15,130 in Manufacturing (20,602 peers)

Coverage in Pennsylvania

Electralloy Salaried Employees Pension Plan covers 116 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $27M.

#15,130
in Manufacturing (20,602 peers)
-17.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Electralloy Salaried Employees Pension Plan's outsized position by total assets

Electralloy Salaried Employees Pension Plan vs every filed plan by assets

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

$26,521,519 Top 19% higher than 81% 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 Salaried Employees 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. Electralloy Salaried Employees Pension Plan sits mid-pack in the medium band (116 participants).

Plan-year Form 5500 strip

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

Electralloy Salaried Employees Pension Plan · $27M · 116 · 81st

  • RANK $27M
  • PHOTO 116
  • IND 81st
  • EOY Defined Benefit (Pension)
  • 5500 near Southwest Airlines Federal Credit Union Pension Plan
  • ASSETS ind #15130

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 Salaried Employees Pension Plan in the asset neighbourhood

Bowie-Cass Electric Cooperative, Inc. Retirement PlanBowie-Cass Electric Cooperat…$27MSouthwest Airlines Federal Credit Union Pension PlanSouthwest Airlines Federal C…$27MElectralloy Salaried Employees Pension PlanElectralloy Salaried Employe…$27MSimplot Pension Plan S$26MParr Instrument Company Retirement PlanParr Instrument Company Reti…$26M
End-of-year total assets ($M) among Electralloy Salaried Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
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 Salaried Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Electralloy Salaried Employees Pension Plan, Total assets ($B): 0.026521519 · Participants: 116Electralloy Salaried 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 Salaried Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Electralloy Salaried Employees Pension Plan side-by-side with 3 peers →

Electralloy Salaried 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 Southwest Airlines Federal Credit Union Pension Plan in TX ($27M); by covered participants it is Cotton Incorporated Pension Plan in NC (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Salaried Employees Pension Plan assets move in 2022? ▼
Electralloy Salaried Employees Pension Plan declined sharply - down 17.1% during 2022, from $32M to $27M. Reported net income was -$5M.
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 Salaried Employees Pension Plan rank by assets among Form 5500 filers? ▼
Electralloy Salaried Employees Pension Plan ranks in the 81st 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 Salaried Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southwest Airlines Federal Credit Union Pension Plan in TX ($27M, 89 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Electralloy Salaried Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Cotton Incorporated Pension Plan in NC (116 participants, $31M 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 230457636.

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.