Defined Benefit (Pension) · DOL Form 5500 · 2023

Metallurg, Inc. Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
4
Participants Small participant base
71st
Percentile by assets National rank
$4.7M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Metallurg, Inc. · Sponsored by Metallurg, Inc. · Pennsylvania · Wholesale Trade

$19M in assets, 4 participants

Metallurg, Inc.'s Pension Plan of Metallurg, Inc. reported $19M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,287 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Pension Plan of Metallurg, Inc. holds $19M for 4 participants - about $4.7M per participant, above the median plan by assets.

#4,287
in Wholesale Trade (6,309 peers)
-2.6%
assets change YoY

The plan reported a net loss of $497K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of Metallurg, Inc.'s outsized position by total assets

Pension Plan of Metallurg, Inc. vs every filed plan by assets

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

$18,782,486 Top 29% higher than 71% 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

Pension Plan of Metallurg, Inc. among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Metallurg, Inc. is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan of Metallurg, Inc. reported net income rose from -$6M in the plan year 2022 filing to -$497K in the plan year 2023 filing.
  • Pension Plan of Metallurg, Inc. reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Pension Plan of Metallurg, Inc. end-of-year assets fell from $19M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 131661467 · Metallurg, Inc. PY 2023 · Defined Benefit (Pension)

Pension Plan of Metallurg, Inc. · $19M · 4 · 71st

  • BOOK $19M
  • VS-ST 4
  • BOY 71st
  • SCH Defined Benefit (Pension)
  • EBSA near Destileria Serralles, Inc. Puerto Rico Pension Plan
  • PART ind #4287

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 Pennsylvania →

Pension Plan of Metallurg, Inc. in the asset neighbourhood

Trivium Defined Benefit Plan$19MDestileria Serralles, Inc. Puerto Rico Pension PlanDestileria Serralles, Inc. P…$19MPension Plan of Metallurg, Inc.Pension Plan of Metallurg, I…$19MThe Gradall Company Employees' Retirement PlanThe Gradall Company Employee…$19MHeat and Frost Insulators and Allied Workers Local No. 4 Pension PlanHeat and Frost Insulators an…$19M
End-of-year total assets ($M) among Pension Plan of Metallurg, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income-$497K
Employer EIN131661467
Plan Effective Date1961-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Metallurg, Inc.)

Sponsor-wide plan assets over time

All Metallurg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 8.01242460900004% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M$19.5M 202220232024 $19.3M $17.7M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 5 $19M
2023 1 4 $19M
2024 1 2 $18M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Pension Plan of Metallurg, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Plan of Metallurg, Inc., Total assets ($B): 0.018782486 · Participants: 4Pension Plan of Metallurg, Inc.National 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
Pension Plan of Metallurg, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Pension Plan of Metallurg, Inc. side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Destileria Serralles, Inc. Puerto Rico Pension Plan in PR ($19M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Pension Plan of Metallurg, Inc. assets move in 2023? ▼
Pension Plan of Metallurg, Inc. edged down modestly - down 2.6% during 2023, from $19M to $19M. Reported net income was -$497K.
How have Metallurg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metallurg, Inc.'s sponsor-wide assets declined 8.0%, from $19M to $18M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Metallurg, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Destileria Serralles, Inc. Puerto Rico Pension Plan in PR ($19M, 77 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Metallurg, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 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 131661467.

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.