Defined Benefit (Pension) · DOL Form 5500 · 2022

Ahlstrom-Munksjo USA Inc. Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
88
Participants Small participant base
92nd
Percentile by assets National rank
$964,303
Avg per participant High balance/head
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Official DOL plan name: The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees · Sponsored by Ahlstrom-Munksjo USA Inc. · Connecticut · Management of Enterprises

$85M in assets, 88 participants

Ahlstrom-Munksjo USA Inc.'s The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees reported $85M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #923 in Management of Enterprises (1,193 peers)

Where The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees sits by assets

The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees sits in the top 10% of all filed plans by assets, $85M for 88 participants (~$964,303/participant), down 25.5% in 2022.

#923
in Management of Enterprises (1,193 peers)
-25.5%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $29M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees's outsized position by total assets

The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees vs every filed plan by assets

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

$84,858,631 Top 8% higher than 92% 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

The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees is a small filing (88 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 133509370 · Ahlstrom-Munksjo USA Inc. PY 2022 · Defined Benefit (Pension)

The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees · $85M · 88 · 92nd

  • NET $85M
  • BOOK 88
  • VS-ST 92nd
  • BOY Defined Benefit (Pension)
  • SCH near Middlesex Water Company Pension Plan
  • EBSA ind #923

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 Management of Enterprises retirement plans → · Plans in Connecticut →

The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees in the asset neighbourhood

Girl Scouts of the USA Retirement PlanGirl Scouts of the USA Retir…$85MMettler Toledo Retirement PlanMettler Toledo Retirement Pl…$85MThe Ahlstrom-Munksjo Group Retirement Plan for U.S. EmployeesThe Ahlstrom-Munksjo Group R…$85MMiddlesex Water Company Pension PlanMiddlesex Water Company Pens…$85MThe Holyoke Hospital Pension PlanThe Holyoke Hospital Pension…$85M
End-of-year total assets ($M) among The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$114M
Net Assets (End of Year)$85M
Net Income-$29M
Employer EIN133509370
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ahlstrom-Munksjo USA Inc.)

Sponsor-wide plan assets over time

All Ahlstrom-Munksjo USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$630M 22.452398005737685% vs 2022
2024 filing year
$500M$550M$600M$650M 202220232024 $514M $630M ▲ +22.5%
Year Plans Participants Total Assets
2022 2 2,558 $514M
2023 2 2,548 $581M
2024 2 2,570 $630M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees, Total assets ($B): 0.084858631 · Participants: 88The Ahlstrom-Munksjo Group Retirement Plan for U.S. EmployeesGE Pension Plan, Total assets ($B): 45.011810846 · Participants: 24626GE Pension PlanRaytheon Company Pension Plan for Salaried Employees, Total assets ($B): 11.559983892 · Participants: 13495Raytheon Company Pension Plan for Salaried EmployeesThe Citigroup Pension Plan, Total assets ($B): 10.501575547 · Participants: 18484The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.933906102 · Participants: 4126Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.359687499 · Participants: 11471Retirement Plan for Employees of Aetna Inc.
The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees side-by-side with 3 peers →

The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Middlesex Water Company Pension Plan in NJ ($85M); by covered participants it is Central Pacific Financial Corp. Defined Benefit Retirement Plan in HI (88 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

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 The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees assets move in 2022? ▼
The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees declined sharply - down 25.5% during 2022, from $114M to $85M. Reported net income was -$29M.
How have Ahlstrom-Munksjo USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ahlstrom-Munksjo USA Inc.'s sponsor-wide assets grew 22.5%, from $514M to $630M.
Where does The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees rank by assets among Form 5500 filers? ▼
The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Middlesex Water Company Pension Plan in NJ ($85M, 103 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Ahlstrom-Munksjo Group Retirement Plan for U.S. Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Central Pacific Financial Corp. Defined Benefit Retirement Plan in HI (88 participants, N/A 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 133509370.

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.