Defined Benefit (Pension) · DOL Form 5500 · 2023

G.O. Carlson, Inc. Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
133
Participants Small participant base
79th
Percentile by assets National rank
$227,218
Avg per participant Above avg balance/head
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Official DOL plan name: Electralloy Salaried Employees Pension Plan · Sponsored by G.O. Carlson, Inc. · Pennsylvania · Manufacturing

$30M in assets, 133 participants

G.O. Carlson, Inc.'s Electralloy Salaried Employees Pension Plan reported $30M in total assets and 133 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #13,335 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Electralloy Salaried Employees Pension Plan covers 133 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $30M.

#13,335
in Manufacturing (18,722 peers)
+13.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Electralloy Salaried Employees Pension Plan's outsized position by total assets

Electralloy Salaried Employees Pension Plan vs every filed plan by assets

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

$30,220,010 Top 21% higher than 79% 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 Salaried 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 Salaried Employees Pension Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Electralloy Salaried Employees Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Electralloy Salaried Employees Pension Plan reported participants rose from 116 in the plan year 2022 filing to 133 in the plan year 2023 filing.
  • Electralloy Salaried Employees Pension Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Electralloy Salaried Employees Pension Plan · $30M · 133 · 79th

  • RANK $30M
  • RANK 133
  • RANK 79th
  • RANK Defined Benefit (Pension)
  • RANK near Southwest Airlines Federal Credit Union Pension Plan
  • RANK ind #13335

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 Salaried Employees Pension Plan in the asset neighbourhood

The Jackson Lewis P.C. Cash Balance Plan IIThe Jackson Lewis P.C. Cash …$30MElectralloy Salaried Employees Pension PlanElectralloy Salaried Employe…$30MSouthwest Airlines Federal Credit Union Pension PlanSouthwest Airlines Federal C…$30MBuchalter Cash Balance Pension PlanBuchalter Cash Balance Pensi…$30MExplorer Pipeline Company Retirement PlanExplorer Pipeline Company Re…$30M
End-of-year total assets ($M) among Electralloy Salaried 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)$27M
Net Assets (End of Year)$30M
Net Income$4M
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 Salaried Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Electralloy Salaried Employees Pension Plan, Total assets ($B): 0.03022001 · Participants: 133Electralloy Salaried 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 Salaried Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Electralloy Salaried Employees Pension Plan side-by-side with 3 peers →

Electralloy Salaried 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 Southwest Airlines Federal Credit Union Pension Plan in TX ($30M); by covered participants it is Peoples Bancorp Inc. Retirement Plan and Trust in OH (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Salaried Employees Pension Plan assets move in 2023? ▼
Electralloy Salaried Employees Pension Plan grew at a solid clip - up 13.9% during 2023, from $27M to $30M. Reported net income was $4M.
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.
Where does Electralloy Salaried Employees Pension Plan rank by assets among Form 5500 filers? ▼
Electralloy Salaried Employees Pension Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Electralloy Salaried Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Southwest Airlines Federal Credit Union Pension Plan in TX ($30M, 90 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Electralloy Salaried Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Peoples Bancorp Inc. Retirement Plan and Trust in OH (133 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.