Defined Benefit (Pension) · DOL Form 5500 · 2023

Handy & Harman Ltd. Pension Plan

Data updated 2026-08-25

$268M
Total assets Near avg plan size
76
Participants Small participant base
96th
Percentile by assets National rank
$3.5M
Avg per participant High balance/head
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Official DOL plan name: Whx Pension Plan II · Sponsored by Handy & Harman Ltd. · New York · Manufacturing

$268M in assets, 76 participants

Handy & Harman Ltd.'s Whx Pension Plan II reported $268M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,474 in Manufacturing (18,722 peers)

Where Whx Pension Plan II sits by assets

Whx Pension Plan II sits in the top 5% of all filed plans by assets, $268M for 76 participants (~$3.5M/participant), up 10.9% in 2023.

#17,474
in Manufacturing (18,722 peers)
+10.9%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Whx Pension Plan II's outsized position by total assets

Whx Pension Plan II vs every filed plan by assets

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

$267,631,612 Top 4% higher than 96% 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

Whx Pension Plan II among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whx Pension Plan II is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whx Pension Plan II reported participants rose from 2 in the plan year 2022 filing to 76 in the plan year 2023 filing.
  • Whx Pension Plan II reported net income rose from -$64M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Whx Pension Plan II end-of-year assets rose from $241M in the plan year 2022 filing to $268M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133768097 · Handy & Harman Ltd. PY 2023 · Defined Benefit (Pension)

Whx Pension Plan II · $268M · 76 · 96th

  • PCT $268M
  • EIN 76
  • RANK 96th
  • PHOTO Defined Benefit (Pension)
  • IND near Minnesota Cement Masons Pension Fund
  • EOY ind #17474

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 New York →

Whx Pension Plan II in the asset neighbourhood

Maryland Electrical Industry Pension PlanMaryland Electrical Industry…$268MPlumbers and Pipefitters Local Union No 333 Pension FundPlumbers and Pipefitters Loc…$268MMinnesota Cement Masons Pension FundMinnesota Cement Masons Pens…$268MWhx Pension Plan II$268MMadison Gas and Electric Company Retirement PlanMadison Gas and Electric Com…$267M
End-of-year total assets ($M) among Whx Pension Plan II and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$241M
Net Assets (End of Year)$268M
Net Income$27M
Employer EIN133768097
Plan Effective Date2016-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Handy & Harman Ltd.)

Sponsor-wide plan assets over time

All Handy & Harman Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$271M 12.406049141595616% vs 2022
2024 filing year
$230M$240M$250M$260M$270M$280M 202220232024 $241M $271M ▲ +12.4%
Year Plans Participants Total Assets
2022 1 2 $241M
2023 1 76 $268M
2024 1 57 $271M

Nearby Defined Benefit (Pension) Plans in New York

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

Whx Pension Plan II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Whx Pension Plan II, Total assets ($B): 0.267631612 · Participants: 76Whx Pension Plan IIIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Whx Pension Plan II vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Whx Pension Plan II side-by-side with 3 peers →

Whx Pension Plan II's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Minnesota Cement Masons Pension Fund in MN ($268M); by covered participants it is Renasant Bank Amended and Restated Pension Plan in MS (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Whx Pension Plan II assets move in 2023? ▼
Whx Pension Plan II grew at a solid clip - up 10.9% during 2023, from $241M to $268M. Reported net income was $27M.
How have Handy & Harman Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Handy & Harman Ltd.'s sponsor-wide assets grew 12.4%, from $241M to $271M.
Where does Whx Pension Plan II rank by assets among Form 5500 filers? ▼
Whx Pension Plan II ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Whx Pension Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Minnesota Cement Masons Pension Fund in MN ($268M, 795 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Whx Pension Plan II? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Renasant Bank Amended and Restated Pension Plan in MS (76 participants, $20M 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 133768097.

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.