Defined Benefit (Pension) · DOL Form 5500 · 2023

Essity North America Inc. Pension Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
299
Participants Below avg headcount
94th
Percentile by assets National rank
$514,531
Avg per participant High balance/head
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Official DOL plan name: Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah · Sponsored by Essity North America Inc. · Pennsylvania · Manufacturing

$154M in assets, 299 participants

Essity North America Inc.'s Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah reported $154M in total assets and 299 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #16,900 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah covers 299 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $154M.

#16,900
in Manufacturing (18,722 peers)
+8.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah's outsized position by total assets

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah vs every filed plan by assets

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

$153,844,764 Top 6% higher than 94% 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

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah 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. Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah sits mid-pack in the medium band (299 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah reported net income rose from -$49M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah reported participants fell from 349 in the plan year 2022 filing to 299 in the plan year 2023 filing.
  • Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah end-of-year assets rose from $142M in the plan year 2022 filing to $154M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 233061590 · Essity North America Inc. PY 2023 · Defined Benefit (Pension)

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah · $154M · 299 · 94th

  • BOY $154M
  • SCH 299
  • EBSA 94th
  • PART Defined Benefit (Pension)
  • TYPE near Heat & Frost Insulators and Allied Workers Local 6 Pension Fund
  • NET ind #16900

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 →

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah in the asset neighbourhood

Pension Plan for Local Union 527 of Operative Plasterers and Cement MasonsPension Plan for Local Union…$154MEssity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and NeenahEssity North America Hrly Pe…$154MHeat & Frost Insulators and Allied Workers Local 6 Pension FundHeat & Frost Insulators and …$154MRetirement Plan for Employees of St. Mary's Medical CenterRetirement Plan for Employee…$154MSt. Luke's Health System Basic Pension PlanSt. Luke's Health System Bas…$154M
End-of-year total assets ($M) among Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$142M
Net Assets (End of Year)$154M
Net Income$12M
Employer EIN233061590
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essity North America Inc.)

Sponsor-wide plan assets over time

All Essity North America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 10.795298598572556% vs 2022
2024 filing year
$1.05B$1.1B$1.15B$1.2B$1.25B 202220232024 $1.08B $1.2B ▲ +11.1%
Year Plans Participants Total Assets
2022 4 3,985 $1.1B
2023 4 3,959 $1.2B
2024 4 3,839 $1.2B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah, Total assets ($B): 0.153844764 · Participants: 299Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and NeenahNational 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
Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah side-by-side with 3 peers →

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Heat & Frost Insulators and Allied Workers Local 6 Pension Fund in MA ($154M); by covered participants it is W.R. Grace & Co. Retirement Plan for Lake Charles Plant in MD (299 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (299 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 Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah assets move in 2023? ▼
Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah grew at a solid clip - up 8.1% during 2023, from $142M to $154M. Reported net income was $12M.
How have Essity North America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essity North America Inc.'s sponsor-wide assets grew 10.8%, from $1.1B to $1.2B.
Where does Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah rank by assets among Form 5500 filers? ▼
Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heat & Frost Insulators and Allied Workers Local 6 Pension Fund in MA ($154M, 564 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is W.R. Grace & Co. Retirement Plan for Lake Charles Plant in MD (299 participants, $31M 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 233061590.

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.