Defined Benefit (Pension) · DOL Form 5500 · 2022

Oxbow Energy Solutions LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
35
Participants Small participant base
31st
Percentile by assets National rank
$46,642
Avg per participant Low balance/head
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Official DOL plan name: Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation · Sponsored by Oxbow Energy Solutions LLC · Florida · Manufacturing

$2M in assets, 35 participants

Oxbow Energy Solutions LLC's Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation reported $2M in total assets and 35 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.

  • #3,155 in Manufacturing (20,602 peers)

2022 asset change

Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation declined sharply 26.7% in 2022 ($2M → $2M) for 35 participants.

#3,155
in Manufacturing (20,602 peers)
-26.7%
assets change YoY

The plan reported a net loss of $596K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation among the smaller filed plans by assets

Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation vs every filed plan by assets

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

$1,632,460 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

Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation is a small filing (35 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 113696129 · Oxbow Energy Solutions LLC PY 2022 · Defined Benefit (Pension)

Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation · $2M · 35 · 31st

  • NET $2M
  • NET 35
  • NET 31st
  • NET Defined Benefit (Pension)
  • NET near Laureti & Associates Defined Benefit Pension Plan
  • NET ind #3155

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 Florida →

Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation in the asset neighbourhood

Retirement Plan for Hourly Employees of Applied Industrial Materials CorporationRetirement Plan for Hourly E…$2MLaureti & Associates Defined Benefit Pension PlanLaureti & Associates Defined…$2MRobert D. Agnoletti, D.D.S., Inc. Defined Benefit Pension PlanRobert D. Agnoletti, D.D.S.,…$2MBuilding Technology Engineers, Inc. Retirement Income PlanBuilding Technology Engineer…$2MEagle Ridge Ranch Montana Limited Partnership Defined Benefit Pension PlanEagle Ridge Ranch Montana Li…$2M
End-of-year total assets ($M) among Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Oxbow Energy Solutions LLC years around the 2022 move

Sponsor-wide plan assets over time

All Oxbow Energy Solutions LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.5M$1M$1.5M$2M 20222023 $1.63M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 35 $2M
2023 1 34 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$596K
Employer EIN113696129
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation, Total assets ($B): 0.00163246 · Participants: 35Retirement Plan for Hourly Employees of Applied Industrial Materials CorporationL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation side-by-side with 3 peers →

Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Laureti & Associates Defined Benefit Pension Plan in CA ($2M); by covered participants it is Pension Plan for Salaried Employees of Neville Chemical Company in PA (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation assets move in 2022? ▼
Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation declined sharply - down 26.7% during 2022, from $2M to $2M. Reported net income was -$596K.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Laureti & Associates Defined Benefit Pension Plan in CA ($2M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Hourly Employees of Applied Industrial Materials Corporation? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Salaried Employees of Neville Chemical Company in PA (35 participants, $25M 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 113696129.

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.