Defined Benefit (Pension) · DOL Form 5500 · 2022

Optimus Steel, LLC Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
65
Participants Small participant base
63rd
Percentile by assets National rank
$137,373
Avg per participant Near avg balance/head
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Official DOL plan name: Optimus Steel Pension Plan · Sponsored by Optimus Steel, LLC · Texas · Manufacturing

$9M in assets, 65 participants

Optimus Steel, LLC's Optimus Steel Pension Plan reported $9M in total assets and 65 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #10,130 in Manufacturing (20,602 peers)

Optimus Steel, LLC multi-year trail

Optimus Steel, LLC's plans moved +35.0% in assets from 2022 to 2024; this filing shows Optimus Steel Pension Plan at $9M / 65 participants.

#10,130
in Manufacturing (20,602 peers)
+12.7%
assets growth YoY

Optimus Steel Pension Plan's mid-pack asset rank among Manufacturing and all filers

Optimus Steel Pension Plan vs every filed plan by assets

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

$8,929,264 Top 37% higher than 63% 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

Optimus Steel Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Optimus Steel Pension Plan is a small filing (65 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 824229324 · Optimus Steel, LLC PY 2022 · Defined Benefit (Pension)

Optimus Steel Pension Plan · $9M · 65 · 63rd

  • PHOTO $9M
  • PHOTO 65
  • PHOTO 63rd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Retirement Plan for Employees of Bishop Museum
  • PHOTO ind #10130

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 Texas →

Optimus Steel Pension Plan in the asset neighbourhood

Optimus Steel Pension Plan$9MRetirement Plan for Employees of Bishop MuseumRetirement Plan for Employee…$9MAngus Chemical Company Defined Benefit PlanAngus Chemical Company Defin…$9MStrippit, Inc. Pension Plan for Hourly EmployeesStrippit, Inc. Pension Plan …$9MErie and Niagara Insurance Association Cash Balance Retirement PlanErie and Niagara Insurance A…$9M
End-of-year total assets ($M) among Optimus Steel Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Optimus Steel, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Optimus Steel, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 35.0264423104943% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $18.9M $25.5M ▲ +35.0%
Year Plans Participants Total Assets
2022 2 324 $19M
2023 2 298 $23M
2024 2 299 $25M

Optimus Steel, LLC filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN824229324
Plan Effective Date2018-03-31
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Texas

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

Optimus Steel Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Optimus Steel Pension Plan, Total assets ($B): 0.008929264 · Participants: 65Optimus Steel Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 40.998144 · Participants: 119463AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 14.642588618 · Participants: 12912Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 11.599 · Participants: 23661Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.541187279 · Participants: 12815Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.371602289 · Participants: 9156Bp Retirement Accumulation Plan
Optimus Steel Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Optimus Steel Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Bishop Museum in HI ($9M); by covered participants it is The Toledo Newspaper Unions Blade Pension Plan in OH (65 participants). Same-state nearby plans are listed separately above.

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 Optimus Steel Pension Plan assets move in 2022?
Optimus Steel Pension Plan grew at a solid clip - up 12.7% during 2022, from $8M to $9M. Reported net income was $1M.
How have Optimus Steel, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Optimus Steel, LLC's sponsor-wide assets grew 35.0%, from $19M to $25M.
Which Defined Benefit (Pension) plans are similar in size to Optimus Steel Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Bishop Museum in HI ($9M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Optimus Steel Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Toledo Newspaper Unions Blade Pension Plan in OH (65 participants, $97M in assets).