Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Liberty Steel Industries, Inc. Defined Benefit Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Liberty Steel Industries · Ohio · Wholesale Trade

What the 2023 filing shows

Liberty Steel Industries, Inc. Defined Benefit Plan holds $4M for 133 participants — about $28,829 per participant, up 18.8% over the 2023 plan year.

$4M
total plan assets (2023 EOY)
133
covered participants
$28,829
avg assets per participant
+18.8%
assets growth YoY
Total Assets (2023)
$4M
Participants
133
State
Industry
Wholesale Trade

What the Filing Says About Liberty Steel Industries, Inc. Defined Benefit Plan

Liberty Steel Industries, Inc. Defined Benefit Plan is a Defined Benefit (Pension) retirement plan sponsored by Liberty Steel Industries, headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 133 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 472870834, and the plan has been effective since 2015-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $4M at year-end — a gain of 18.8%. Net assets (after liabilities) closed the year at $4M, with reported net income of $606K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$3M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$606K
Plan TypeDefined Benefit (Pension)
Employer EIN472870834
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Liberty Steel Industries)

Year Plans Participants Total Assets
2022 2 274 $10M
2023 2 273 $12M
2024 2 284 $13M

Nearby Defined Benefit (Pension) Plans in Ohio

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Frequently Asked Questions

How much money is in the Liberty Steel Industries, Inc. Defined Benefit Plan?
As of the 2023 Form 5500 filing, Liberty Steel Industries, Inc. Defined Benefit Plan holds $4M in total assets with 133 participants. It is sponsored by Liberty Steel Industries.
What type of plan is Liberty Steel Industries, Inc. Defined Benefit Plan?
Liberty Steel Industries, Inc. Defined Benefit Plan is a Defined Benefit (Pension) plan. It has been effective since 2015-04-01. The plan is filed with the U.S. Department of Labor under EIN 472870834.
Who sponsors the Liberty Steel Industries, Inc. Defined Benefit Plan?
Liberty Steel Industries, Inc. Defined Benefit Plan is sponsored by Liberty Steel Industries, located in Ohio. The sponsor's EIN is 472870834 and the plan operates in the Wholesale Trade industry.
How did Liberty Steel Industries, Inc. Defined Benefit Plan perform in 2023?
Liberty Steel Industries, Inc. Defined Benefit Plan grew by 18.8% during 2023, moving from $3M to $4M in total assets. Net income was $606K.
Where can I find official filings for Liberty Steel Industries, Inc. Defined Benefit Plan?
Official Form 5500 filings for Liberty Steel Industries, Inc. Defined Benefit Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 472870834 or plan name at efast.dol.gov.
How does Liberty Steel Industries, Inc. Defined Benefit Plan compare to other plans?
You can compare Liberty Steel Industries, Inc. Defined Benefit Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 472870834.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.