Defined Benefit (Pension) · DOL Form 5500 · 2023

G.O. Carlson, Inc. Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
108
Participants Small participant base
74th
Percentile by assets National rank
$200,858
Avg per participant Above avg balance/head
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Official DOL plan name: Electralloy Melt Shop, Production and Maintenance Employees Pension Plan · Sponsored by G.O. Carlson, Inc. · Pennsylvania · Manufacturing

$22M in assets, 108 participants

G.O. Carlson, Inc.'s Electralloy Melt Shop, Production and Maintenance Employees Pension Plan reported $22M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #12,049 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan covers 108 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $22M.

#12,049
in Manufacturing (18,722 peers)
+13.9%
assets growth YoY

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan's outsized position by total assets

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan vs every filed plan by assets

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

$21,692,644 Top 26% higher than 74% 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

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Electralloy Melt Shop, Production and Maintenance Employees Pension Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Electralloy Melt Shop, Production and Maintenance Employees Pension Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Electralloy Melt Shop, Production and Maintenance Employees Pension Plan reported participants rose from 92 in the plan year 2022 filing to 108 in the plan year 2023 filing.
  • Electralloy Melt Shop, Production and Maintenance Employees Pension Plan end-of-year assets rose from $19M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 230457636 · G.O. Carlson, Inc. PY 2023 · Defined Benefit (Pension)

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan · $22M · 108 · 74th

  • SCH $22M
  • EBSA 108
  • PART 74th
  • TYPE Defined Benefit (Pension)
  • NET near The Community Builders Retirement Plan
  • BOOK ind #12049

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 →

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan in the asset neighbourhood

Employees Pension Plan of United Conveyor CorporationEmployees Pension Plan of Un…$22MThe Community Builders Retirement PlanThe Community Builders Retir…$22MElectralloy Melt Shop, Production and Maintenance Employees Pension PlanElectralloy Melt Shop, Produ…$22MGolden Svcs Pension Plan$22MPension Plan for Salaried Employees of Timber Products Company & AffiliatesPension Plan for Salaried Em…$22M
End-of-year total assets ($M) among Electralloy Melt Shop, Production and Maintenance Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$22M
Net Income$3M
Employer EIN230457636
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G.O. Carlson, Inc.)

Sponsor-wide plan assets over time

All G.O. Carlson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$78M 21.117943736695324% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $64.7M $78.3M ▲ +21.1%
Year Plans Participants Total Assets
2022 3 426 $65M
2023 3 500 $72M
2024 3 554 $78M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Electralloy Melt Shop, Production and Maintenance Employees Pension Plan, Total assets ($B): 0.021692644 · Participants: 108Electralloy Melt Shop, Production and Maintenance Employees Pension 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
Electralloy Melt Shop, Production and Maintenance Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Electralloy Melt Shop, Production and Maintenance Employees Pension Plan side-by-side with 3 peers →

Electralloy Melt Shop, Production and Maintenance Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Community Builders Retirement Plan in MA ($22M); by covered participants it is Southern Connecticut Vascular Center Cash Balance Plan in CT (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Electralloy Melt Shop, Production and Maintenance Employees Pension Plan assets move in 2023? ▼
Electralloy Melt Shop, Production and Maintenance Employees Pension Plan grew at a solid clip - up 13.9% during 2023, from $19M to $22M. Reported net income was $3M.
How have G.O. Carlson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G.O. Carlson, Inc.'s sponsor-wide assets grew 21.1%, from $65M to $78M.
Which Defined Benefit (Pension) plans are similar in size to Electralloy Melt Shop, Production and Maintenance Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Community Builders Retirement Plan in MA ($22M, 45 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Electralloy Melt Shop, Production and Maintenance Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern Connecticut Vascular Center Cash Balance Plan in CT (108 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 230457636.

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.