Defined Benefit (Pension) · DOL Form 5500 · 2023

Oberg Industries, LLC Pension Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
132
Participants Small participant base
62nd
Percentile by assets National rank
$90,403
Avg per participant Below avg balance/head
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Official DOL plan name: Oberg Industries, Inc. Defined Benefit Pension Plan · Sponsored by Oberg Industries, LLC · Pennsylvania · Manufacturing

$12M in assets, 132 participants

Oberg Industries, LLC's Oberg Industries, Inc. Defined Benefit Pension Plan reported $12M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #9,283 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Oberg Industries, Inc. Defined Benefit Pension Plan covers 132 participants in Pennsylvania, about 16% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#9,283
in Manufacturing (18,722 peers)
+9.3%
assets growth YoY

Oberg Industries, Inc. Defined Benefit Pension Plan's mid-pack asset rank among Manufacturing and all filers

Oberg Industries, Inc. Defined Benefit Pension Plan vs every filed plan by assets

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

$11,933,169 Top 38% higher than 62% 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

Oberg Industries, Inc. Defined Benefit 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. Oberg Industries, Inc. Defined Benefit Pension Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oberg Industries, Inc. Defined Benefit Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Oberg Industries, Inc. Defined Benefit Pension Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Oberg Industries, Inc. Defined Benefit Pension Plan reported participants fell from 142 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 832134609 · Oberg Industries, LLC PY 2023 · Defined Benefit (Pension)

Oberg Industries, Inc. Defined Benefit Pension Plan · $12M · 132 · 62nd

  • SCH $12M
  • SCH 132
  • SCH 62nd
  • SCH Defined Benefit (Pension)
  • SCH near Adams and Reese LLP Group Pension Plan III
  • SCH ind #9283

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 →

Oberg Industries, Inc. Defined Benefit Pension Plan in the asset neighbourhood

Retirement Plan for Employees of Beckley Water CompanyRetirement Plan for Employee…$12MAdams and Reese LLP Group Pension Plan IIIAdams and Reese LLP Group Pe…$12MLandis + Gyr Pension Plan$12MPontiac Bancorp, Inc. Pension PlanPontiac Bancorp, Inc. Pensio…$12MOberg Industries, Inc. Defined Benefit Pension PlanOberg Industries, Inc. Defin…$12M
End-of-year total assets ($M) among Oberg Industries, Inc. Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN832134609
Plan Effective Date1959-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oberg Industries, LLC)

Sponsor-wide plan assets over time

All Oberg Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$117M 14.145207991089828% vs 2022
2024 filing year
$100M$105M$110M$115M$120M 202220232024 $103M $117M ▲ +14.1%
Year Plans Participants Total Assets
2022 2 836 $103M
2023 2 844 $114M
2024 2 841 $117M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Oberg Industries, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Oberg Industries, Inc. Defined Benefit Pension Plan, Total assets ($B): 0.011933169 · Participants: 132Oberg Industries, Inc. Defined Benefit Pension PlanNational 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
Oberg Industries, Inc. Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Oberg Industries, Inc. Defined Benefit Pension Plan side-by-side with 3 peers →

Oberg Industries, Inc. Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Adams and Reese LLP Group Pension Plan III in LA ($12M); by covered participants it is K & F Industries Retirement Plan for Salaried Employees in OH (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Oberg Industries, Inc. Defined Benefit Pension Plan assets move in 2023? ▼
Oberg Industries, Inc. Defined Benefit Pension Plan grew at a solid clip - up 9.3% during 2023, from $11M to $12M. Reported net income was $1M.
How have Oberg Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oberg Industries, LLC's sponsor-wide assets grew 14.1%, from $103M to $117M.
Which Defined Benefit (Pension) plans are similar in size to Oberg Industries, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Adams and Reese LLP Group Pension Plan III in LA ($12M, 127 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Oberg Industries, Inc. Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is K & F Industries Retirement Plan for Salaried Employees in OH (132 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 832134609.

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.