Defined Benefit (Pension) · DOL Form 5500 · 2023

Alcoa USA Corp. Pension Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
4
Participants Small participant base
93rd
Percentile by assets National rank
$34.9M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alcoa Subsidiaries Merged Inactive Plan · Sponsored by Alcoa USA Corp. · Pennsylvania · Manufacturing

$139M in assets, 4 participants

Alcoa USA Corp.'s Alcoa Subsidiaries Merged Inactive Plan reported $139M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,769 in Manufacturing (18,722 peers)

Where Alcoa Subsidiaries Merged Inactive Plan sits by assets

Alcoa Subsidiaries Merged Inactive Plan sits in the top 10% of all filed plans by assets, $139M for 4 participants (~$34.9M/participant), up 3.1% in 2023.

#16,769
in Manufacturing (18,722 peers)
+3.1%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Alcoa Subsidiaries Merged Inactive Plan's outsized position by total assets

Alcoa Subsidiaries Merged Inactive Plan vs every filed plan by assets

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

$139,478,701 Top 7% higher than 93% 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

Alcoa Subsidiaries Merged Inactive Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alcoa Subsidiaries Merged Inactive Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 371808900 · Alcoa USA Corp. PY 2023 · Defined Benefit (Pension)

Alcoa Subsidiaries Merged Inactive Plan · $139M · 4 · 93rd

  • TYPE $139M
  • NET 4
  • BOOK 93rd
  • VS-ST Defined Benefit (Pension)
  • BOY near Adjustable Plan of the National Retirement Fund
  • SCH ind #16769

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 →

Alcoa Subsidiaries Merged Inactive Plan in the asset neighbourhood

Adjustable Plan of the National Retirement FundAdjustable Plan of the Natio…$139MAlcoa Subsidiaries Merged Inactive PlanAlcoa Subsidiaries Merged In…$139MMcwane Hourly Pension Plan$139MBashas' Employees Defined Benefit Pension Plan and TrustBashas' Employees Defined Be…$139MI.B.E.W. Local Union # 654 - Defined Benefit Pension PlanI.B.E.W. Local Union # 654 -…$139M
End-of-year total assets ($M) among Alcoa Subsidiaries Merged Inactive Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$139M
Net Income$4M
Employer EIN371808900
Plan Effective Date1940-11-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Alcoa USA Corp.)

Sponsor-wide plan assets over time

All Alcoa USA Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 169.1070373661184% vs 2022
2024 filing year
$0.5B$1B$1.5B$2B 202220232024 $0.62B $1.66B ▲ +167.7%
Year Plans Participants Total Assets
2022 2 1,637 $619M
2023 5 2,617 $1.7B
2024 5 2,661 $1.7B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Alcoa Subsidiaries Merged Inactive Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Alcoa Subsidiaries Merged Inactive Plan, Total assets ($B): 0.139478701 · Participants: 4Alcoa Subsidiaries Merged Inactive PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Alcoa Subsidiaries Merged Inactive Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Alcoa Subsidiaries Merged Inactive Plan side-by-side with 3 peers →

Alcoa Subsidiaries Merged Inactive Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Adjustable Plan of the National Retirement Fund in NY ($139M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Alcoa Subsidiaries Merged Inactive Plan assets move in 2023? ▼
Alcoa Subsidiaries Merged Inactive Plan edged up modestly - up 3.1% during 2023, from $135M to $139M. Reported net income was $4M.
How have Alcoa USA Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alcoa USA Corp.'s sponsor-wide assets grew 169.1%, from $619M to $1.7B.
Where does Alcoa Subsidiaries Merged Inactive Plan rank by assets among Form 5500 filers? ▼
Alcoa Subsidiaries Merged Inactive Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Alcoa Subsidiaries Merged Inactive Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Adjustable Plan of the National Retirement Fund in NY ($139M, 23,035 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alcoa Subsidiaries Merged Inactive Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 371808900.

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.