Defined Benefit (Pension) · DOL Form 5500 · 2023

Okuma America Corporation Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
164
Participants Small participant base
76th
Percentile by assets National rank
$144,018
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Okuma America Corporation Pension Plan · Sponsored by Okuma America Corporation · North Carolina · Wholesale Trade

$24M in assets, 164 participants

Okuma America Corporation's Okuma America Corporation Pension Plan reported $24M in total assets and 164 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,646 in Wholesale Trade (6,309 peers)

Coverage in North Carolina

Okuma America Corporation Pension Plan covers 164 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $24M.

#4,646
in Wholesale Trade (6,309 peers)
+6.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Okuma America Corporation Pension Plan's outsized position by total assets

Okuma America Corporation Pension Plan vs every filed plan by assets

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

$23,619,007 Top 24% higher than 76% 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

Okuma America Corporation 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. Okuma America Corporation Pension Plan sits mid-pack in the medium band (164 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Okuma America Corporation Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Okuma America Corporation Pension Plan end-of-year assets rose from $22M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112670887 · Okuma America Corporation PY 2023 · Defined Benefit (Pension)

Okuma America Corporation Pension Plan · $24M · 164 · 76th

  • TYPE $24M
  • NET 164
  • BOOK 76th
  • VS-ST Defined Benefit (Pension)
  • BOY near Paper Handlers'-Publishers' Pension Fund
  • SCH ind #4646

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 North Carolina →

Okuma America Corporation Pension Plan in the asset neighbourhood

Retirement Plan for Salaried Employees of New York City Ballet, Inc.Retirement Plan for Salaried…$24MOkuma America Corporation Pension PlanOkuma America Corporation Pe…$24MPaper Handlers'-Publishers' Pension FundPaper Handlers'-Publishers' …$24MInternational Association of Heat and Frost Insulators and Allied Workers Local No. 40 Pension FundInternational Association of…$24MGreat Lakes Coca-Cola Distribution Union Pension PlanGreat Lakes Coca-Cola Distri…$24M
End-of-year total assets ($M) among Okuma America Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN112670887
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Okuma America Corporation)

Sponsor-wide plan assets over time

All Okuma America Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$71M 22.95671652116552% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.8M $71M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 363 $58M
2023 2 380 $67M
2024 2 394 $71M

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Okuma America Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Okuma America Corporation Pension Plan, Total assets ($B): 0.023619007 · Participants: 164Okuma America Corporation Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Okuma America Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Okuma America Corporation Pension Plan side-by-side with 3 peers →

Okuma America Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Paper Handlers'-Publishers' Pension Fund in NY ($24M); by covered participants it is Sandy Spring Bancorp, Inc. Retirement Income Plan in MD (164 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 Okuma America Corporation Pension Plan assets move in 2023? ▼
Okuma America Corporation Pension Plan grew at a solid clip - up 6.4% during 2023, from $22M to $24M. Reported net income was $1M.
How have Okuma America Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Okuma America Corporation's sponsor-wide assets grew 23.0%, from $58M to $71M.
Where does Okuma America Corporation Pension Plan rank by assets among Form 5500 filers? ▼
Okuma America Corporation Pension Plan ranks in the 76th 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 Okuma America Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Paper Handlers'-Publishers' Pension Fund in NY ($24M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Okuma America Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sandy Spring Bancorp, Inc. Retirement Income Plan in MD (164 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 112670887.

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.