401(k) · DOL Form 5500 · 2023

Ellwood City Forge Company 401(k) Plan

Data updated 2026-08-25

$284M
Total assets Near avg plan size
1,387
Participants Near avg headcount
96th
Percentile by assets National rank
$204,941
Avg per participant Above avg balance/head
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Official DOL plan name: Ellwood 401(k) Retirement Plan · Sponsored by Ellwood City Forge Company · Pennsylvania · Manufacturing

$284M in assets, 1,387 participants

Ellwood City Forge Company's Ellwood 401(k) Retirement Plan reported $284M in total assets and 1,387 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,515 in Manufacturing (18,722 peers)

Where Ellwood 401(k) Retirement Plan sits by assets

Ellwood 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $284M for 1,387 participants (~$204,941/participant), up 17.9% in 2023.

#17,515
in Manufacturing (18,722 peers)
+17.9%
assets growth YoY
2.9×
vs typical plan assets (national mean)

Ellwood 401(k) Retirement Plan's outsized position by total assets

Ellwood 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$284,253,029 Top 4% higher than 96% of 127,068 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 2023

Ellwood 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellwood 401(k) Retirement Plan lands in the large band (1,387 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ellwood 401(k) Retirement Plan reported net income rose from -$59M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Ellwood 401(k) Retirement Plan end-of-year assets rose from $241M in the plan year 2022 filing to $284M in the plan year 2023 filing.
  • Ellwood 401(k) Retirement Plan reported participants rose from 1,331 in the plan year 2022 filing to 1,387 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 250461810 · Ellwood City Forge Company PY 2023 · 401(k)

Ellwood 401(k) Retirement Plan · $284M · 1,387 · 96th

  • TYPE $284M
  • NET 1,387
  • BOOK 96th
  • VS-ST 401(k)
  • BOY near U.S. Renal Care, Inc. Profit Sharing Plan
  • SCH ind #17515

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 Pennsylvania →

Ellwood 401(k) Retirement Plan in the asset neighbourhood

Vinson & Elkins L. L. P. Retirement Plan BVinson & Elkins L. L. P. Ret…$284MEllwood 401(k) Retirement PlanEllwood 401(k) Retirement Pl…$284MU.S. Renal Care, Inc. Profit Sharing PlanU.S. Renal Care, Inc. Profit…$284MLife Care Centers of America, Inc. 401(k) Savings PlanLife Care Centers of America…$284MHeidrick & Struggles, Inc. 401(k) Profit Sharing and Retirement PlanHeidrick & Struggles, Inc. 4…$284M
End-of-year total assets ($M) among Ellwood 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$241M
Net Assets (End of Year)$284M
Net Income$44M
Employer EIN250461810
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellwood City Forge Company)

Sponsor-wide plan assets over time

All Ellwood City Forge Company plans reported in each filing year

Latest sponsor-wide plan assets
$311M 28.897194849833962% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $241M $311M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 1,331 $241M
2023 1 1,387 $284M
2024 1 1,393 $311M

Nearby 401(k) Plans in Pennsylvania

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

Ellwood 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Ellwood 401(k) Retirement Plan, Total assets ($B): 0.284253029 · Participants: 1387Ellwood 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Ellwood 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ellwood 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is U.S. Renal Care, Inc. Profit Sharing Plan in TX ($284M); by covered participants it is Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan in MN (1,387 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,387 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ellwood 401(k) Retirement Plan assets move in 2023? ▼
Ellwood 401(k) Retirement Plan grew sharply - up 17.9% during 2023, from $241M to $284M. Reported net income was $44M.
How have Ellwood City Forge Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellwood City Forge Company's sponsor-wide assets grew 28.9%, from $241M to $311M.
Where does Ellwood 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ellwood 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ellwood 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is U.S. Renal Care, Inc. Profit Sharing Plan in TX ($284M, 7,799 participants).
Which 401(k) plans cover a similar participant headcount to Ellwood 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Trucking Service, Inc. Profit Sharing and 401(k) Plan in MN (1,387 participants, $86M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250461810.

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.