Defined Benefit (Pension) · DOL Form 5500 · 2022

Birla Carbon USA Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
68
Participants Small participant base
75th
Percentile by assets National rank
$247,579
Avg per participant Above avg balance/head
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Official DOL plan name: Pension Plan for Birla Carbon USA · Sponsored by Birla Carbon USA · Georgia · Manufacturing

$17M in assets, 68 participants

Birla Carbon USA's Pension Plan for Birla Carbon USA reported $17M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,274 in Manufacturing (20,602 peers)

Where Pension Plan for Birla Carbon USA sits by assets

Pension Plan for Birla Carbon USA sits in the top quartile of all filed plans by assets, $17M for 68 participants (~$247,579/participant), down 5.8% in 2022.

#13,274
in Manufacturing (20,602 peers)
-5.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan for Birla Carbon USA's outsized position by total assets

Pension Plan for Birla Carbon USA vs every filed plan by assets

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

$16,835,343 Top 25% higher than 75% 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

Pension Plan for Birla Carbon USA among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Birla Carbon USA is a small filing (68 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 133230278 · Birla Carbon USA PY 2022 · Defined Benefit (Pension)

Pension Plan for Birla Carbon USA · $17M · 68 · 75th

  • NET $17M
  • NET 68
  • NET 75th
  • NET Defined Benefit (Pension)
  • NET near Credit Union West Retirement Pension Plan
  • NET ind #13274

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 Georgia →

Pension Plan for Birla Carbon USA in the asset neighbourhood

Richmond Santa Rosa Vallejo Newspaper Guild Retirement PlanRichmond Santa Rosa Vallejo …$17MPension Plan for Birla Carbon USAPension Plan for Birla Carbo…$17MCredit Union West Retirement Pension PlanCredit Union West Retirement…$17MGoraleigh Pension Plan$17MPeoria Chapter of Bricklayers Local No. 6 Pension Plan and TrustPeoria Chapter of Bricklayer…$17M
End-of-year total assets ($M) among Pension Plan for Birla Carbon USA and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN133230278
Plan Effective Date2006-03-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Birla Carbon USA)

Sponsor-wide plan assets over time

All Birla Carbon USA plans reported in each filing year

Latest sponsor-wide plan assets
$74M 18.464091883993163% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.5M $74M ▲ +18.5%
Year Plans Participants Total Assets
2022 2 394 $62M
2023 2 396 $70M
2024 2 418 $74M

Nearby Defined Benefit (Pension) Plans in Georgia

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

Pension Plan for Birla Carbon USA vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants Pension Plan for Birla Carbon USA, Total assets ($B): 0.016835343 · Participants: 68Pension Plan for Birla Carbon USAUPS Retirement Plan, Total assets ($B): 22.022408253 · Participants: 52821UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 14.822086516 · Participants: 25663The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 11.867504693 · Participants: 68592UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.568572149 · Participants: 151682UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.354895526 · Participants: 15951Delta Retirement Plan
Pension Plan for Birla Carbon USA vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Pension Plan for Birla Carbon USA side-by-side with 3 peers →

Pension Plan for Birla Carbon USA's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Credit Union West Retirement Pension Plan in AZ ($17M); by covered participants it is Monadnock Pension Plan in NH (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Pension Plan for Birla Carbon USA assets move in 2022? ▼
Pension Plan for Birla Carbon USA pulled back noticeably - down 5.8% during 2022, from $18M to $17M. Reported net income was -$1M.
How have Birla Carbon USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birla Carbon USA's sponsor-wide assets grew 18.5%, from $62M to $74M.
Where does Pension Plan for Birla Carbon USA rank by assets among Form 5500 filers? ▼
Pension Plan for Birla Carbon USA ranks in the 75th 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 Pension Plan for Birla Carbon USA? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Credit Union West Retirement Pension Plan in AZ ($17M, 64 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Birla Carbon USA? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Monadnock Pension Plan in NH (68 participants, $12M 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 133230278.

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.