401(k) · DOL Form 5500 · 2022

Magellan USA 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
653
Participants Below avg headcount
91st
Percentile by assets National rank
$110,963
Avg per participant Below avg balance/head
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Official DOL plan name: Magellan USA Retirement Plan · Sponsored by Magellan USA · Ohio · Manufacturing

$72M in assets, 653 participants

Magellan USA's Magellan USA Retirement Plan reported $72M in total assets and 653 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #17,754 in Manufacturing (20,602 peers)

Where Magellan USA Retirement Plan sits by assets

Magellan USA Retirement Plan sits in the top 10% of all filed plans by assets, $72M for 653 participants (~$110,963/participant), down 18.0% in 2022.

#17,754
in Manufacturing (20,602 peers)
-18.0%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Magellan USA Retirement Plan's outsized position by total assets

Magellan USA Retirement Plan vs every filed plan by assets

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

$72,458,681 Top 9% higher than 91% 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

Magellan USA Retirement 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. Magellan USA Retirement Plan sits mid-pack in the medium band (653 participants).

Form 5500 schedule snapshot

Filing strip 311464954 · Magellan USA PY 2022 · 401(k)

Magellan USA Retirement Plan · $72M · 653 · 91st

  • EIN $72M
  • EIN 653
  • EIN 91st
  • EIN 401(k)
  • EIN near Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan
  • EIN ind #17754

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 Ohio →

Magellan USA Retirement Plan in the asset neighbourhood

Saf-Holland, Inc. 401(k) Savings PlanSaf-Holland, Inc. 401(k) Sav…$73MIteris, Inc 401(k) and Stock Ownership PlanIteris, Inc 401(k) and Stock…$72MMagellan USA Retirement Plan$72MKlehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing PlanKlehr Harrison Harvey Branzb…$72MRimini Street Inc. 401(k) Profit Sharing Plan and TrustRimini Street Inc. 401(k) Pr…$72M
End-of-year total assets ($M) among Magellan USA Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$72M
Net Income-$16M
Employer EIN311464954
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Magellan USA)

Sponsor-wide plan assets over time

All Magellan USA plans reported in each filing year

Latest sponsor-wide plan assets
$91M 24.98803697516934% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $72.5M $90.6M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 653 $72M
2023 1 656 $83M
2024 1 709 $91M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Magellan USA Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Magellan USA Retirement Plan, Total assets ($B): 0.072458681 · Participants: 653Magellan USA Retirement PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Magellan USA Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Magellan USA Retirement Plan side-by-side with 3 peers →

Magellan USA Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan in PA ($72M); by covered participants it is Atrion Corporation 401(k) Savings Plan in TX (653 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (653 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 Magellan USA Retirement Plan assets move in 2022? ▼
Magellan USA Retirement Plan declined sharply - down 18.0% during 2022, from $88M to $72M. Reported net income was -$16M.
How have Magellan USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Magellan USA's sponsor-wide assets grew 25.0%, from $72M to $91M.
Where does Magellan USA Retirement Plan rank by assets among Form 5500 filers? ▼
Magellan USA Retirement Plan ranks in the 91st 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 401(k) plans are similar in size to Magellan USA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Klehr Harrison Harvey Branzburg LLP 401(k) Profit Sharing Plan in PA ($72M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Magellan USA Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atrion Corporation 401(k) Savings Plan in TX (653 participants, $53M 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 311464954.

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.