Defined Benefit (Pension) · DOL Form 5500 · 2022

Schaeffler Group USA Inc. Pension Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
690
Participants Below avg headcount
95th
Percentile by assets National rank
$248,221
Avg per participant Above avg balance/head
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Official DOL plan name: Schaeffler Group USA Inc. Pension Plan · Sponsored by Schaeffler Group USA Inc. · South Carolina · Manufacturing

$171M in assets, 690 participants

Schaeffler Group USA Inc.'s Schaeffler Group USA Inc. Pension Plan reported $171M in total assets and 690 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.

  • #19,016 in Manufacturing (20,602 peers)

Where Schaeffler Group USA Inc. Pension Plan sits by assets

Schaeffler Group USA Inc. Pension Plan sits in the top 5% of all filed plans by assets, $171M for 690 participants (~$248,221/participant), down 6.5% in 2022.

#19,016
in Manufacturing (20,602 peers)
-6.5%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schaeffler Group USA Inc. Pension Plan's outsized position by total assets

Schaeffler Group USA Inc. Pension Plan vs every filed plan by assets

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

$171,272,240 Top 5% higher than 95% 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

Schaeffler Group USA Inc. 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. Schaeffler Group USA Inc. Pension Plan sits mid-pack in the medium band (690 participants).

Form 5500 schedule snapshot

Filing strip 570517596 · Schaeffler Group USA Inc. PY 2022 · Defined Benefit (Pension)

Schaeffler Group USA Inc. Pension Plan · $171M · 690 · 95th

  • TYPE $171M
  • TYPE 690
  • TYPE 95th
  • TYPE Defined Benefit (Pension)
  • TYPE near Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan
  • TYPE ind #19016

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 South Carolina →

Schaeffler Group USA Inc. Pension Plan in the asset neighbourhood

Monongalia Health System, Inc. Retirement PlanMonongalia Health System, In…$171MPlan for Retirement Allowances for Non Represented EmployeesPlan for Retirement Allowanc…$171MSchaeffler Group USA Inc. Pension PlanSchaeffler Group USA Inc. Pe…$171MCabell Huntington Hospital, Inc. Non-Union Employees' Retirement PlanCabell Huntington Hospital, …$171MRga Reinsurance Company Performance Pension PlanRga Reinsurance Company Perf…$171M
End-of-year total assets ($M) among Schaeffler Group USA Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$183M
Net Assets (End of Year)$171M
Net Income-$12M
Employer EIN570517596
Plan Effective Date1972-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schaeffler Group USA Inc.)

Sponsor-wide plan assets over time

All Schaeffler Group USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$948M 22.895118956585808% vs 2022
2024 filing year
$600M$700M$800M$900M$1,000M 202220232024 $771M $948M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 5,627 $771M
2023 1 4,857 $716M
2024 2 5,505 $948M

Nearby Defined Benefit (Pension) Plans in South Carolina

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

Schaeffler Group USA Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -101234 Total assets ($B) Participants Schaeffler Group USA Inc. Pension Plan, Total assets ($B): 0.17127224 · Participants: 690Schaeffler Group USA Inc. Pension PlanThe Savannah River Nuclear Solutions, LLC Multiple Employer Pension Plan, Total assets ($B): 3.719675199 · Participants: 2366The Savannah River Nuclear Solutions, LLC Multiple Employer Pension PlanMichelin Retirement Plan, Total assets ($B): 2.082777357 · Participants: 4145Michelin Retirement PlanNon-Contributory Retirement Program for Certain Empl of Bcbssc, Total assets ($B): 1.161191922 · Participants: 4649Non-Contributory Retirement Program for Certain Empl of BcbsscKennametal Inc. Retirement Income Plan, Total assets ($B): 0.534650277 · Participants: 619Kennametal Inc. Retirement Income PlanWaterfront Employers - Ila Pension Plan, Total assets ($B): 0.439607531 · Participants: 1720Waterfront Employers - Ila Pension Plan
Schaeffler Group USA Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in South Carolina, assets vs. participants
Compare Schaeffler Group USA Inc. Pension Plan side-by-side with 3 peers →

Schaeffler Group USA Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside South Carolina, the nearest Defined Benefit (Pension) by assets is Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan in WV ($171M); by covered participants it is The Cooper Health System Retirement Plan in NJ (690 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (690 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 Schaeffler Group USA Inc. Pension Plan assets move in 2022? ▼
Schaeffler Group USA Inc. Pension Plan pulled back noticeably - down 6.5% during 2022, from $183M to $171M. Reported net income was -$12M.
How have Schaeffler Group USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schaeffler Group USA Inc.'s sponsor-wide assets grew 22.9%, from $771M to $948M.
Where does Schaeffler Group USA Inc. Pension Plan rank by assets among Form 5500 filers? ▼
Schaeffler Group USA Inc. Pension Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Schaeffler Group USA Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cabell Huntington Hospital, Inc. Non-Union Employees' Retirement Plan in WV ($171M, 388 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Schaeffler Group USA Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Cooper Health System Retirement Plan in NJ (690 participants, $100M 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 570517596.

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.