Defined Benefit (Pension) · DOL Form 5500 · 2022

Apergy USA, Inc Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
56
Participants Small participant base
31st
Percentile by assets National rank
$30,068
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Norris Usw Pension Plan · Sponsored by Apergy USA, Inc · Texas · Manufacturing

$2M in assets, 56 participants

Apergy USA, Inc's Norris Usw Pension Plan reported $2M in total assets and 56 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,223 in Manufacturing (20,602 peers)

2022 asset change

Norris Usw Pension Plan contracted severely 43.9% in 2022 ($3M → $2M) for 56 participants.

#3,223
in Manufacturing (20,602 peers)
-43.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Norris Usw Pension Plan among the smaller filed plans by assets

Norris Usw Pension Plan vs every filed plan by assets

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

$1,683,791 31st percentile higher than 31% 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

Norris Usw 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. Norris Usw Pension Plan is a small filing (56 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 823066935 · Apergy USA, Inc PY 2022 · Defined Benefit (Pension)

Norris Usw Pension Plan · $2M · 56 · 31st

  • ASSETS $2M
  • PCT 56
  • EIN 31st
  • RANK Defined Benefit (Pension)
  • PHOTO near Albany International Corp. Pension Plus Plan
  • IND ind #3223

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 Texas →

Norris Usw Pension Plan in the asset neighbourhood

Bruce Lorman Sole Proprietor Defined Benefit Pension PlanBruce Lorman Sole Proprietor…$2MYakov Shaposhnikov, M.D., P.C. Defined Benefit Pension PlanYakov Shaposhnikov, M.D., P.…$2MNorris Usw Pension Plan$2MAlbany International Corp. Pension Plus PlanAlbany International Corp. P…$2MBeverage and Brewery Drivers Local 67 Pension Fund Retirement PlanBeverage and Brewery Drivers…$2M
End-of-year total assets ($M) among Norris Usw Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN823066935
Plan Effective Date2018-05-09
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Norris Usw Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Norris Usw Pension Plan, Total assets ($B): 0.001683791 · Participants: 56Norris Usw Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Norris Usw Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Norris Usw Pension Plan side-by-side with 3 peers →

Norris Usw Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Albany International Corp. Pension Plus Plan in NY ($2M); by covered participants it is Pension Plan for Officers and Staff of Ilwu Local 142 in HI (56 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Norris Usw Pension Plan assets move in 2022? ▼
Norris Usw Pension Plan contracted severely - down 43.9% during 2022, from $3M to $2M. Reported net income was -$1M.
Which Defined Benefit (Pension) plans are similar in size to Norris Usw Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Albany International Corp. Pension Plus Plan in NY ($2M, 147 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Norris Usw Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Officers and Staff of Ilwu Local 142 in HI (56 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 823066935.

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.