Defined Benefit (Pension) · DOL Form 5500 · 2022
Spx Enterprises, LLC Pension Plan
Data updated 2026-08-25
- $170M
- Total assets Near avg plan size
- 289
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $589,016
- Avg per participant High balance/head
Official DOL plan name: Spx US Pension Plan · Sponsored by Spx Enterprises, LLC · North Carolina · Manufacturing
$170M in assets, 289 participants
Spx Enterprises, LLC's Spx US Pension Plan reported $170M in total assets and 289 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #19,011 in Manufacturing (20,602 peers)
Coverage in North Carolina
Spx US Pension Plan covers 289 participants in North Carolina, about 35% of the average North Carolina filer (state average ~819 per filing). Assets: $170M.
- #19,011
- in Manufacturing (20,602 peers)
- -32.4%
- assets change YoY
- 1.7×
- vs typical plan assets (national mean)
The plan reported a net loss of $82M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spx US Pension Plan's outsized position by total assets
Spx US Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$170,225,491 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Spx US 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. Spx US Pension Plan sits mid-pack in the medium band (289 participants).
EBSA filing schedule strip
Filing strip 881769617 · Spx Enterprises, LLC PY 2022 · Defined Benefit (Pension)
Spx US Pension Plan · $170M · 289 · 95th
- 5500 $170M
- 5500 289
- 5500 95th
- 5500 Defined Benefit (Pension)
- 5500 near F.N.B. Corporation Retirement Income Plan
- 5500 ind #19011
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 North Carolina →
Spx US Pension Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $252M |
|---|---|
| Net Assets (End of Year) | $170M |
| Net Income | -$82M |
| Employer EIN | 881769617 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spx Enterprises, LLC)
Sponsor-wide plan assets over time
All Spx Enterprises, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 30.36584520700987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,972 | $864M |
| 2023 | 3 | 3,133 | $997M |
| 2024 | 3 | 3,766 | $1.1B |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $17.0B · 12,452
- Truist Financial Corporation Pension Plan $12.5B · 37,931
- Duke Energy Legacy Pension Plan $4.0B · 346
- Duke Energy Retirement Cash Balance Plan $3.2B · 16,132
- Time Warner Cable Pension Plan $2.6B · 18,624
Spx US 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 F.N.B. Corporation Retirement Income Plan in PA ($170M); by covered participants it is W.R. Grace & Co. Retirement Plan for Lake Charles Plant in MD (289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($170M here).
Similar participant headcount
Nearest other-state filings by covered participants (289 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.