401(k) · DOL Form 5500 · 2023

Oerlikon USA Holding, Inc. 401(k) Plan

Data updated 2026-08-11

$191M
Total assets: 1,270
Participants: 95th
Percentile by assets: $150,585
Avg per participant

Official DOL plan name: Oerlikon USA 401(k) Plan · Sponsored by Oerlikon USA Holding, Inc. · New York · Manufacturing

$191M in assets, 1,270 participants

Oerlikon USA Holding, Inc.'s Oerlikon USA 401(k) Plan reported $191M in total assets and 1,270 participants in its 2023 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.

95th percentile by assets (of 127,072 plans)
#17,140 in Manufacturing (18,722 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, $191M for 1,270 participants (~$150,585/participant), up 20.3% in 2023.

$191M
total plan assets (2023 EOY): 1,270
covered participants: 95th
percentile by assets (of 127,072 plans): $150,585
avg assets per participant

Where Oerlikon USA 401(k) Plan sits by total assets

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

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

$191,242,668 Top 5% higher than 95% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Oerlikon USA 401(k) Plan reported net income rose from -$37M in the plan year 2022 filing to $32M in the plan year 2023 filing.
Oerlikon USA 401(k) Plan reported participants rose from 661 in the plan year 2022 filing to 1,270 in the plan year 2023 filing.
Oerlikon USA 401(k) Plan end-of-year assets rose from $159M in the plan year 2022 filing to $191M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Manufacturing

Oerlikon USA 401(k) Plan vs the 2023 asset distribution

By assets, Oerlikon USA 401(k) Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$159M
Net Assets (End of Year)	$191M
Net Income	$32M
Employer EIN	952549713
Plan Effective Date	2014-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Oerlikon USA Holding, Inc.)

Total plan assets by year, all Oerlikon USA Holding, Inc. plans on file

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

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Oerlikon USA 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Mistras Group, Inc. Salary Savings Plan (NJ) $191M · 3,265
Trical Group 401(k) Savings Plan (NC) $191M · 852
Pharmavite's 401(k) Savings Plan (CA) $191M · 1,759
Giant Eagle, Inc. and Affiliates 401(k) Plan for Union Represented Employees (PA) $191M · 5,600

Frequently Asked Questions

How did Oerlikon USA 401(k) Plan assets move in 2023? ▼

Oerlikon USA 401(k) Plan grew sharply - up 20.3% during 2023, from $159M to $191M. Reported net income was $32M.

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 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 Oerlikon USA 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Mistras Group, Inc. Salary Savings Plan in NJ ($191M, 3,265 participants).

Next read for Oerlikon USA 401(k) Plan

Scale reading

Ways to act on Oerlikon USA 401(k) Plan's numbers.

By total assets, Oerlikon USA 401(k) 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 New York. Compare plans
Oerlikon USA Holding, Inc.'s sponsor-wide assets have grown 22.8% since 2022 across 3 plan years on file. More Manufacturing plans

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 952549713.