401(k) · DOL Form 5500 · 2022

Oerlikon USA Holding, Inc. 401(k) Plan

Data updated 2026-08-25

$159M
Total assets Near avg plan size
661
Participants Below avg headcount
95th
Percentile by assets National rank
$240,540
Avg per participant Above avg balance/head
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Official DOL plan name: Oerlikon USA 401(k) Plan · Sponsored by Oerlikon USA Holding, Inc. · New York · Manufacturing

$159M in assets, 661 participants

Oerlikon USA Holding, Inc.'s Oerlikon USA 401(k) Plan reported $159M in total assets and 661 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.

  • #18,941 in Manufacturing (20,602 peers)

Where Oerlikon USA 401(k) Plan sits by assets

Oerlikon USA 401(k) Plan sits in the top 5% of all filed plans by assets, $159M for 661 participants (~$240,540/participant), up 19.0% in 2022.

#18,941
in Manufacturing (20,602 peers)
+19.0%
assets growth YoY
1.6×
vs typical plan assets (national mean)

The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oerlikon USA 401(k) Plan's outsized position by total assets

Oerlikon USA 401(k) Plan vs every filed plan by assets

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

$158,996,732 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

Oerlikon USA 401(k) 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. Oerlikon USA 401(k) Plan sits mid-pack in the medium band (661 participants).

Published 5500 schedule card

Filing strip 952549713 · Oerlikon USA Holding, Inc. PY 2022 · 401(k)

Oerlikon USA 401(k) Plan · $159M · 661 · 95th

  • EIN $159M
  • EIN 661
  • EIN 95th
  • EIN 401(k)
  • EIN near Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k)
  • EIN ind #18941

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 New York →

Oerlikon USA 401(k) Plan in the asset neighbourhood

Poly-America, L.P. Retirement PlanPoly-America, L.P. Retiremen…$159MOerlikon USA 401(k) Plan$159MAlpine Banks of Colorado Employee Stock Ownership Plan and 401(k)Alpine Banks of Colorado Emp…$159MPerot Retirement Savings Plan for Employees of Hillwood DevelopmentPerot Retirement Savings Pla…$159MPar Petroleum LLC Savings PlanPar Petroleum LLC Savings Pl…$159M
End-of-year total assets ($M) among Oerlikon USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$134M
Net Assets (End of Year)$159M
Net Income-$37M
Employer EIN952549713
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oerlikon USA Holding, Inc.)

Sponsor-wide plan assets over time

All Oerlikon USA Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$236M 22.75659867423017% vs 2022
2024 filing year
$180M$200M$220M$240M$260M 202220232024 $192M $236M ▲ +22.8%
Year Plans Participants Total Assets
2022 2 661 $192M
2023 2 1,270 $225M
2024 2 1,230 $236M

Nearby 401(k) Plans in New York

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

Oerlikon USA 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Oerlikon USA 401(k) Plan, Total assets ($B): 0.158996732 · Participants: 661Oerlikon USA 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Oerlikon USA 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Oerlikon USA 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) in CO ($159M); by covered participants it is Creative Management Inc. 401(k) P/S Plan in IA (661 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (661 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 Oerlikon USA 401(k) Plan assets move in 2022? ▼
Oerlikon USA 401(k) Plan grew sharply - up 19.0% during 2022, from $134M to $159M. Reported net income was -$37M.
How have Oerlikon USA Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oerlikon USA Holding, Inc.'s sponsor-wide assets grew 22.8%, from $192M to $236M.
Where does Oerlikon USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Oerlikon USA 401(k) 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 401(k) plans are similar in size to Oerlikon USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpine Banks of Colorado Employee Stock Ownership Plan and 401(k) in CO ($159M, 753 participants).
Which 401(k) plans cover a similar participant headcount to Oerlikon USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Creative Management Inc. 401(k) P/S Plan in IA (661 participants, N/A 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 952549713.

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.