401(k) · DOL Form 5500 · 2023

Oerlikon USA Holding, Inc. 401(k) Plan

Data updated 2026-08-25

$191M
Total assets Near avg plan size
1,270
Participants Near avg headcount
95th
Percentile by assets National rank
$150,585
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

$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.

  • #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.

#17,140
in Manufacturing (18,722 peers)
+20.3%
assets growth YoY
1.9×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$191,242,668 Top 5% higher than 95% 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

Oerlikon USA 401(k) 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. Oerlikon USA 401(k) Plan lands in the large band (1,270 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

DOL schedule card

Filing strip 952549713 · Oerlikon USA Holding, Inc. PY 2023 · 401(k)

Oerlikon USA 401(k) Plan · $191M · 1,270 · 95th

  • EIN $191M
  • RANK 1,270
  • PHOTO 95th
  • IND 401(k)
  • EOY near Mistras Group, Inc. Salary Savings Plan
  • 5500 ind #17140

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

Trical Group 401(k) Savings PlanTrical Group 401(k) Savings …$191MMistras Group, Inc. Salary Savings PlanMistras Group, Inc. Salary S…$191MOerlikon USA 401(k) Plan$191MPharmavite's 401(k) Savings PlanPharmavite's 401(k) Savings …$191MGiant Eagle, Inc. and Affiliates 401(k) Plan for Union Represented EmployeesGiant Eagle, Inc. and Affili…$191M
End-of-year total assets ($M) among Oerlikon USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$191M
Net Income$32M
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 -20020406080 Total assets ($B) Participants Oerlikon USA 401(k) Plan, Total assets ($B): 0.191242668 · Participants: 1270Oerlikon USA 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The 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 Mistras Group, Inc. Salary Savings Plan in NJ ($191M); by covered participants it is Brg 401(k) Plan in DC (1,270 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($191M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,270 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 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).
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 Brg 401(k) Plan in DC (1,270 participants, $258M 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 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.