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

Pension Plan of Metallurg, Inc.

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

Sponsored by Metallurg, Inc. ยท Pennsylvania ยท Wholesale Trade

What the 2023 filing shows

Pension Plan of Metallurg, Inc. holds $19M for 4 participants - about $4.7M per participant, down 2.6% over the 2023 plan year.

$19M
total plan assets (2023 EOY)
4
covered participants
$4.7M
avg assets per participant
-2.6%
assets change YoY

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

Total Assets (2023)
$19M
Participants
4
State
Industry
Wholesale Trade

What the Filing Says About Pension Plan of Metallurg, Inc.

Pension Plan of Metallurg, Inc. is a Defined Benefit (Pension) retirement plan sponsored by Metallurg, Inc., headquartered in Pennsylvania. As of the 2023 Form 5500 filing, the plan reports $19M in total end-of-year assets and covers 4 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 131661467, and the plan has been effective since 1961-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $19M at the beginning of 2023 to $19M at year-end โ€” a decline of 2.6%. Net assets (after liabilities) closed the year at $19M, with reported net income of $-496,672 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 โ€” 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)$19M
Total Assets (End of Year)$19M
Net Assets (End of Year)$19M
Net Income$-496,672
Plan TypeDefined Benefit (Pension)
Employer EIN131661467
Plan Effective Date1961-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Metallurg, Inc.)

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 โ€” same state, same plan type โ€” ranked by total assets.

Frequently Asked Questions

How much money is in the Pension Plan of Metallurg, Inc.?
As of the 2023 Form 5500 filing, Pension Plan of Metallurg, Inc. holds $19M in total assets with 4 participants. It is sponsored by Metallurg, Inc..
What type of plan is Pension Plan of Metallurg, Inc.?
Pension Plan of Metallurg, Inc. is a Defined Benefit (Pension) plan. It has been effective since 1961-11-01. The plan is filed with the U.S. Department of Labor under EIN 131661467.
Who sponsors the Pension Plan of Metallurg, Inc.?
Pension Plan of Metallurg, Inc. is sponsored by Metallurg, Inc., located in Pennsylvania. The sponsor's EIN is 131661467 and the plan operates in the Wholesale Trade industry.
How did Pension Plan of Metallurg, Inc. perform in 2023?
Pension Plan of Metallurg, Inc. declined by 2.6% during 2023, moving from $19M to $19M in total assets. Net income was $-496,672.
Where can I find official filings for Pension Plan of Metallurg, Inc.?
Official Form 5500 filings for Pension Plan of Metallurg, Inc. are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131661467 or plan name at efast.dol.gov.
How does Pension Plan of Metallurg, Inc. compare to other plans?
You can compare Pension Plan of Metallurg, Inc. against other Defined Benefit (Pension) plans on the plan type page, or view plans in Pennsylvania 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) โ€” original filing retrieval by EIN 131661467.

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

Reference: IRS Publication 590-B โ€” 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.