Defined Benefit (Pension) · DOL Form 5500 · 2023

Arcelormittal Sales & Administration LLC Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
21
Participants Small participant base
53rd
Percentile by assets National rank
$371,454
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC · Sponsored by Arcelormittal Sales & Administration LLC · Indiana · Manufacturing

$8M in assets, 21 participants

Arcelormittal Sales & Administration LLC's Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC reported $8M in total assets and 21 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #7,147 in Manufacturing (18,722 peers)

What the 2023 filing shows

Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC holds $8M for 21 participants - about $371,454 per participant, above the median plan by assets.

#7,147
in Manufacturing (18,722 peers)
+4.6%
assets growth YoY

Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC's mid-pack asset rank among Manufacturing and all filers

Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC vs every filed plan by assets

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

$7,800,534 Top 47% higher than 53% 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 for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC reported net income rose from -$2M in the plan year 2022 filing to $342K in the plan year 2023 filing.
  • Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC reported participants fell from 23 in the plan year 2022 filing to 21 in the plan year 2023 filing.
  • Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 853613331 · Arcelormittal Sales & Administration LLC PY 2023 · Defined Benefit (Pension)

Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC · $8M · 21 · 53rd

  • ASSETS $8M
  • PCT 21
  • EIN 53rd
  • RANK Defined Benefit (Pension)
  • PHOTO near Ineos Abs (USA) Corporation Pension Plan for Hourly Employees - Addyston
  • IND ind #7147

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 Indiana →

Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC in the asset neighbourhood

Ineos Abs (USA) Corporation Pension Plan for Hourly Employees - AddystonIneos Abs (USA) Corporation …$8MThe Eastern Company Pension Plan for Hourly-Rated EmployeesThe Eastern Company Pension …$8MPension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLCPension Plan for Hourly and …$8MDynacast Inc. Employees' Retirement PlanDynacast Inc. Employees' Ret…$8MSypris Technologies, Inc. Restated Retirement Plan for Louisville Bargaining Unit EmployeesSypris Technologies, Inc. Re…$8M
End-of-year total assets ($M) among Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$342K
Employer EIN853613331
Plan Effective Date2020-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Arcelormittal Sales & Administration LLC)

Sponsor-wide plan assets over time

All Arcelormittal Sales & Administration LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 4.028349216317099% vs 2022
2024 filing year
$25.5M$26M$26.5M$27M$27.5M 202220232024 $25.8M $26.9M ▲ +4.0%
Year Plans Participants Total Assets
2022 2 76 $26M
2023 2 67 $27M
2024 2 65 $27M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC, Total assets ($B): 0.007800534 · Participants: 21Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLCThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC side-by-side with 3 peers →

Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Ineos Abs (USA) Corporation Pension Plan for Hourly Employees - Addyston in TX ($8M); by covered participants it is New York Water Service Corporation Pension Plan in NJ (21 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (21 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 for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC assets move in 2023? ▼
Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC edged up modestly - up 4.6% during 2023, from $7M to $8M. Reported net income was $342K.
How have Arcelormittal Sales & Administration LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arcelormittal Sales & Administration LLC's sponsor-wide assets grew 4.0%, from $26M to $27M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ineos Abs (USA) Corporation Pension Plan for Hourly Employees - Addyston in TX ($8M, 53 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New York Water Service Corporation Pension Plan in NJ (21 participants, $24M 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 853613331.

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.