401(k) · DOL Form 5500 · 2023

Ellwood City Forge Company 401(k) Plan

Data updated 2026-08-11

$284M
Total assets
1,387
Participants
96th
Percentile by assets
$204,941
Avg per participant
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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.

  • 96th percentile by assets (of 127,072 plans)
  • #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.

$284M
total plan assets (2023 EOY)
1,387
covered participants
96th
percentile by assets (of 127,072 plans)
$204,941
avg assets per participant

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 →

State
Industry

Ellwood 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Ellwood 401(k) Retirement Plan outranks 96% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.9x the national average plan size of $100M (721 average participants).

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)

$200M$250M$300M$350M 202220232024 $241M $311M ▲ +28.9%
Total plan assets by year, all Ellwood City Forge Company plans on file
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

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) Retir…Comcast Corporation …Cigna 401(k) PlanThe Vanguard Retirem…The PNC Financial Se…The Bank of New York…
Ellwood 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ellwood 401(k) Retirement Plan by total assets, not by location.

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).

Next read for Ellwood 401(k) Retirement Plan

Scale reading

Ways to act on Ellwood 401(k) Retirement Plan's numbers.

  • By total assets, Ellwood 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Pennsylvania. Compare plans
  • Ellwood City Forge Company's sponsor-wide assets have grown 28.9% since 2022 across 3 plan years on file. More Manufacturing plans