Defined Benefit (Pension) · DOL Form 5500 · 2022

Okuma America Corporation Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
165
Participants Small participant base
79th
Percentile by assets National rank
$134,547
Avg per participant Near avg balance/head
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Official DOL plan name: Okuma America Corporation Pension Plan · Sponsored by Okuma America Corporation · North Carolina · Wholesale Trade

$22M in assets, 165 participants

Okuma America Corporation's Okuma America Corporation Pension Plan reported $22M in total assets and 165 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,289 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Okuma America Corporation Pension Plan covers 165 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $22M.

#5,289
in Wholesale Trade (6,843 peers)
-17.0%
assets change YoY
0.2×
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.

Okuma America Corporation Pension Plan's outsized position by total assets

Okuma America Corporation Pension Plan vs every filed plan by assets

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

$22,200,257 Top 21% higher than 79% 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

Okuma America Corporation 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. Okuma America Corporation Pension Plan sits mid-pack in the medium band (165 participants).

Plan-year Form 5500 strip

Filing strip 112670887 · Okuma America Corporation PY 2022 · Defined Benefit (Pension)

Okuma America Corporation Pension Plan · $22M · 165 · 79th

  • PHOTO $22M
  • PHOTO 165
  • PHOTO 79th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Employer Local No. 375 Pension Plan
  • PHOTO ind #5289

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Okuma America Corporation Pension Plan in the asset neighbourhood

Oxychem Pension Plan for Union Represented EmployeesOxychem Pension Plan for Uni…$22MKeesler Federal Credit Union Cash Balance Defined Benefit Plan and TrustKeesler Federal Credit Union…$22MOkuma America Corporation Pension PlanOkuma America Corporation Pe…$22MEmployer Local No. 375 Pension PlanEmployer Local No. 375 Pensi…$22MThe Pension Plan for Members of the Mount Sinai Hospital Pharmacy AssociationThe Pension Plan for Members…$22M
End-of-year total assets ($M) among Okuma America Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$22M
Net Income-$5M
Employer EIN112670887
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Okuma America Corporation)

Sponsor-wide plan assets over time

All Okuma America Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$71M 22.95671652116552% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.8M $71M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 363 $58M
2023 2 380 $67M
2024 2 394 $71M

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Okuma America Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Okuma America Corporation Pension Plan, Total assets ($B): 0.022200257 · Participants: 165Okuma America Corporation Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Okuma America Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Okuma America Corporation Pension Plan side-by-side with 3 peers →

Okuma America Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Employer Local No. 375 Pension Plan in NJ ($22M); by covered participants it is Alon USA Pension Plan in TX (165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Okuma America Corporation Pension Plan assets move in 2022? ▼
Okuma America Corporation Pension Plan declined sharply - down 17.0% during 2022, from $27M to $22M. Reported net income was -$5M.
How have Okuma America Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Okuma America Corporation's sponsor-wide assets grew 23.0%, from $58M to $71M.
Where does Okuma America Corporation Pension Plan rank by assets among Form 5500 filers? ▼
Okuma America Corporation Pension Plan ranks in the 79th 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 Okuma America Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Employer Local No. 375 Pension Plan in NJ ($22M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Okuma America Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alon USA Pension Plan in TX (165 participants, $102M 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 112670887.

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.