Defined Benefit (Pension) · DOL Form 5500 · 2023

Ahlstrom USA Inc. Pension Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
77
Participants Small participant base
90th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: The Ahlstrom Group Retirement Plan for U.S. Employees · Sponsored by Ahlstrom USA Inc. · Connecticut · Management of Enterprises

$84M in assets, 77 participants

Ahlstrom USA Inc.'s The Ahlstrom Group Retirement Plan for U.S. Employees reported $84M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #845 in Management of Enterprises (1,137 peers)

Where The Ahlstrom Group Retirement Plan for U.S. Employees sits by assets

The Ahlstrom Group Retirement Plan for U.S. Employees sits in the top 10% of all filed plans by assets, $84M for 77 participants (~$1.1M/participant), down 0.9% in 2023.

#845
in Management of Enterprises (1,137 peers)
-0.9%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $754K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Ahlstrom Group Retirement Plan for U.S. Employees's outsized position by total assets

The Ahlstrom Group Retirement Plan for U.S. Employees vs every filed plan by assets

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

$84,100,358 Top 10% higher than 90% 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

The Ahlstrom Group Retirement Plan for U.S. Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ahlstrom Group Retirement Plan for U.S. Employees is a small filing (77 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Ahlstrom Group Retirement Plan for U.S. Employees reported net income rose from -$29M in the plan year 2022 filing to -$754K in the plan year 2023 filing.
  • The Ahlstrom Group Retirement Plan for U.S. Employees reported participants fell from 88 in the plan year 2022 filing to 77 in the plan year 2023 filing.
  • The Ahlstrom Group Retirement Plan for U.S. Employees end-of-year assets fell from $85M in the plan year 2022 filing to $84M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 133509370 · Ahlstrom USA Inc. PY 2023 · Defined Benefit (Pension)

The Ahlstrom Group Retirement Plan for U.S. Employees · $84M · 77 · 90th

  • NET $84M
  • BOOK 77
  • VS-ST 90th
  • BOY Defined Benefit (Pension)
  • SCH near Bemis Manufacturing Company Employees Pension Plan
  • EBSA ind #845

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 Management of Enterprises retirement plans → · Plans in Connecticut →

The Ahlstrom Group Retirement Plan for U.S. Employees in the asset neighbourhood

Dr Pepper Snapple Group, Inc. Personal Pension Account PlanDr Pepper Snapple Group, Inc…$84MThe Ahlstrom Group Retirement Plan for U.S. EmployeesThe Ahlstrom Group Retiremen…$84MBemis Manufacturing Company Employees Pension PlanBemis Manufacturing Company …$84MI B E W Local 673 Pension PlanI B E W Local 673 Pension Pl…$84MDelta Dental of California Cash Balance Retirement PlanDelta Dental of California C…$84M
End-of-year total assets ($M) among The Ahlstrom Group Retirement Plan for U.S. Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$84M
Net Income-$754K
Employer EIN133509370
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ahlstrom USA Inc.)

Sponsor-wide plan assets over time

All Ahlstrom USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$630M 22.452398005737685% vs 2022
2024 filing year
$500M$550M$600M$650M 202220232024 $514M $630M ▲ +22.5%
Year Plans Participants Total Assets
2022 2 2,558 $514M
2023 2 2,548 $581M
2024 2 2,570 $630M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

The Ahlstrom Group Retirement Plan for U.S. Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants The Ahlstrom Group Retirement Plan for U.S. Employees, Total assets ($B): 0.084100358 · Participants: 77The Ahlstrom Group Retirement Plan for U.S. EmployeesRtx Consolidated Pension Plan, Total assets ($B): 43.752088232 · Participants: 23823Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 10.610367002 · Participants: 17283The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.8761342 · Participants: 3717Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.40003759 · Participants: 10546Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.580099386 · Participants: 7529The Hartford Retirement Plan for U.S. Employees
The Ahlstrom Group Retirement Plan for U.S. Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare The Ahlstrom Group Retirement Plan for U.S. Employees side-by-side with 3 peers →

The Ahlstrom Group Retirement Plan for U.S. Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Bemis Manufacturing Company Employees Pension Plan in WI ($84M); by covered participants it is American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof in IN (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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 The Ahlstrom Group Retirement Plan for U.S. Employees assets move in 2023? ▼
The Ahlstrom Group Retirement Plan for U.S. Employees held essentially flat - down 0.9% during 2023, from $85M to $84M. Reported net income was -$754K.
How have Ahlstrom USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ahlstrom USA Inc.'s sponsor-wide assets grew 22.5%, from $514M to $630M.
Where does The Ahlstrom Group Retirement Plan for U.S. Employees rank by assets among Form 5500 filers? ▼
The Ahlstrom Group Retirement Plan for U.S. Employees ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Ahlstrom Group Retirement Plan for U.S. Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bemis Manufacturing Company Employees Pension Plan in WI ($84M, 828 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Ahlstrom Group Retirement Plan for U.S. Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof in IN (77 participants, $60M 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 133509370.

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.