Defined Benefit (Pension) · DOL Form 5500 · 2023

Reliance, Inc. Pension Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
234
Participants Below avg headcount
88th
Percentile by assets National rank
$272,707
Avg per participant High balance/head
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Official DOL plan name: Earle M. Jorgensen Hourly Employees Pension Plan · Sponsored by Reliance, Inc. · Arizona · Wholesale Trade

$64M in assets, 234 participants

Reliance, Inc.'s Earle M. Jorgensen Hourly Employees Pension Plan reported $64M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #5,643 in Wholesale Trade (6,309 peers)

Coverage in Arizona

Earle M. Jorgensen Hourly Employees Pension Plan covers 234 participants in Arizona, about 42% of the average Arizona filer (state average ~564 per filing). Assets: $64M.

#5,643
in Wholesale Trade (6,309 peers)
+12.5%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Earle M. Jorgensen Hourly Employees Pension Plan's outsized position by total assets

Earle M. Jorgensen Hourly Employees Pension Plan vs every filed plan by assets

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

$63,813,479 Top 12% higher than 88% 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

Earle M. Jorgensen Hourly 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. Earle M. Jorgensen Hourly Employees Pension Plan sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Earle M. Jorgensen Hourly Employees Pension Plan reported net income rose from -$14M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Earle M. Jorgensen Hourly Employees Pension Plan end-of-year assets rose from $57M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 651269024 · Reliance, Inc. PY 2023 · Defined Benefit (Pension)

Earle M. Jorgensen Hourly Employees Pension Plan · $64M · 234 · 88th

  • PART $64M
  • PART 234
  • PART 88th
  • PART Defined Benefit (Pension)
  • PART near Corning Hospital Pension Plan
  • PART ind #5643

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 Wholesale Trade retirement plans → · Plans in Arizona →

Earle M. Jorgensen Hourly Employees Pension Plan in the asset neighbourhood

Pension Fund of Local 11, IatsePension Fund of Local 11, Ia…$64MCape Regional Health System, Inc. Pension PlanCape Regional Health System,…$64MThe Retirement Plan for Employees of Thomaston Savings BankThe Retirement Plan for Empl…$64MEarle M. Jorgensen Hourly Employees Pension PlanEarle M. Jorgensen Hourly Em…$64MCorning Hospital Pension Plan$64M
End-of-year total assets ($M) among Earle M. Jorgensen Hourly Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$64M
Net Income$7M
Employer EIN651269024
Plan Effective Date1954-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Reliance, Inc.)

Sponsor-wide plan assets over time

All Reliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 15.617506537806033% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $56.7M $65.6M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 236 $57M
2023 1 234 $64M
2024 1 231 $66M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Earle M. Jorgensen Hourly Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -101234 Total assets ($B) Participants Earle M. Jorgensen Hourly Employees Pension Plan, Total assets ($B): 0.063813479 · Participants: 234Earle M. Jorgensen Hourly Employees Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.271793253 · Participants: 5824Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.784269809 · Participants: 4790Salt River Project Employees' Retirement PlanFreeport Minerals Corporation Retirement Plan, Total assets ($B): 1.443465749 · Participants: 2597Freeport Minerals Corporation Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.005171309 · Participants: 19139Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.50129138 · Participants: 2483Avnet Pension Plan
Earle M. Jorgensen Hourly Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Earle M. Jorgensen Hourly Employees Pension Plan side-by-side with 3 peers →

Earle M. Jorgensen Hourly Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Corning Hospital Pension Plan in PA ($64M); by covered participants it is Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in AL (234 participants). Same-state nearby plans are listed separately above.

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 Earle M. Jorgensen Hourly Employees Pension Plan assets move in 2023? ▼
Earle M. Jorgensen Hourly Employees Pension Plan grew at a solid clip - up 12.5% during 2023, from $57M to $64M. Reported net income was $7M.
How have Reliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reliance, Inc.'s sponsor-wide assets grew 15.6%, from $57M to $66M.
Where does Earle M. Jorgensen Hourly Employees Pension Plan rank by assets among Form 5500 filers? ▼
Earle M. Jorgensen Hourly Employees Pension Plan ranks in the 88th 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 Earle M. Jorgensen Hourly Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Corning Hospital Pension Plan in PA ($64M, 319 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Earle M. Jorgensen Hourly Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in AL (234 participants, $26M 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 651269024.

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.