Other
2022 plan-year Other DOL Form 5500

Schott North America, Inc. Site Duryea Pension Plan for Union Employees

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Schott North America, Inc. · New York · Manufacturing

What the 2023 filing shows

Schott North America, Inc. Site Duryea Pension Plan for Union Employees holds $17M for 37 participants — about $458,858 per participant, down 7.6% over the 2022 plan year.

$17M
total plan assets (2022 EOY)
37
covered participants
$458,858
avg assets per participant
-7.6%
assets change YoY

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.

Total Assets (2023)
$17M
Participants
37
State
Industry
Manufacturing

What the Filing Says About Schott North America, Inc. Site Duryea Pension Plan for Union Employees

Schott North America, Inc. Site Duryea Pension Plan for Union Employees is a Other retirement plan sponsored by Schott North America, Inc., headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $17M in total end-of-year assets and covers 37 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 134085088, and the plan has been effective since 1978-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2022 to $17M at year-end — a decline of 7.6%. Net assets (after liabilities) closed the year at $17M, with reported net income of $-1,396,556 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$18M
Total Assets (End of Year)$17M
Net Assets (End of Year)$17M
Net Income$-1,396,556
Plan TypeOther
Employer EIN134085088
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schott North America, Inc.)

Year Plans Participants Total Assets
2022 1 37 $17M
2023 1 23 $16M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Schott North America, Inc. Site Duryea Pension Plan for Union Employees?
As of the 2022 Form 5500 filing, Schott North America, Inc. Site Duryea Pension Plan for Union Employees holds $17M in total assets with 37 participants. It is sponsored by Schott North America, Inc..
What type of plan is Schott North America, Inc. Site Duryea Pension Plan for Union Employees?
Schott North America, Inc. Site Duryea Pension Plan for Union Employees is a Other plan. It has been effective since 1978-07-01. The plan is filed with the U.S. Department of Labor under EIN 134085088.
Who sponsors the Schott North America, Inc. Site Duryea Pension Plan for Union Employees?
Schott North America, Inc. Site Duryea Pension Plan for Union Employees is sponsored by Schott North America, Inc., located in New York. The sponsor's EIN is 134085088 and the plan operates in the Manufacturing industry.
How did Schott North America, Inc. Site Duryea Pension Plan for Union Employees perform in 2022?
Schott North America, Inc. Site Duryea Pension Plan for Union Employees declined by 7.6% during 2022, moving from $18M to $17M in total assets. Net income was $-1,396,556.
Where can I find official filings for Schott North America, Inc. Site Duryea Pension Plan for Union Employees?
Official Form 5500 filings for Schott North America, Inc. Site Duryea Pension Plan for Union Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 134085088 or plan name at efast.dol.gov.
How does Schott North America, Inc. Site Duryea Pension Plan for Union Employees compare to other plans?
You can compare Schott North America, Inc. Site Duryea Pension Plan for Union Employees against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 134085088.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.