401(k)
2023 plan-year 401(k) DOL Form 5500

Metallus Inc. Voluntary Investment Pension Plan

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

Sponsored by Metallus Inc. Β· Ohio Β· Manufacturing

What the 2023 filing shows

Metallus Inc. Voluntary Investment Pension Plan holds $133M for 1,118 participants - about $119,214 per participant, up 10.0% over the 2023 plan year.

$133M
total plan assets (2023 EOY)
1,118
covered participants
$119,214
avg assets per participant
+10.0%
assets growth YoY
Total Assets (2023)
$133M
Participants
1,118
State
Industry
Manufacturing

What the Filing Says About Metallus Inc. Voluntary Investment Pension Plan

Metallus Inc. Voluntary Investment Pension Plan is a 401(k) retirement plan sponsored by Metallus Inc., headquartered in Ohio. As of the 2023 Form 5500 filing, the plan reports $133M in total end-of-year assets and covers 1,118 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 464024951, and the plan has been effective since 2014-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $121M at the beginning of 2023 to $133M at year-end β€” a gain of 10.0%. Net assets (after liabilities) closed the year at $133M, with reported net income of $12M 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 β€” 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)$121M
Total Assets (End of Year)$133M
Net Assets (End of Year)$133M
Net Income$12M
Plan Type401(k)
Employer EIN464024951
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Metallus Inc.)

Year Plans Participants Total Assets
2022 5 3,439 $809M
2023 5 2,968 $825M
2024 5 2,992 $752M

Nearby 401(k) Plans in Ohio

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Frequently Asked Questions

How much money is in the Metallus Inc. Voluntary Investment Pension Plan?
As of the 2023 Form 5500 filing, Metallus Inc. Voluntary Investment Pension Plan holds $133M in total assets with 1,118 participants. It is sponsored by Metallus Inc..
What type of plan is Metallus Inc. Voluntary Investment Pension Plan?
Metallus Inc. Voluntary Investment Pension Plan is a 401(k) plan. It has been effective since 2014-07-01. The plan is filed with the U.S. Department of Labor under EIN 464024951.
Who sponsors the Metallus Inc. Voluntary Investment Pension Plan?
Metallus Inc. Voluntary Investment Pension Plan is sponsored by Metallus Inc., located in Ohio. The sponsor's EIN is 464024951 and the plan operates in the Manufacturing industry.
How did Metallus Inc. Voluntary Investment Pension Plan perform in 2023?
Metallus Inc. Voluntary Investment Pension Plan grew by 10.0% during 2023, moving from $121M to $133M in total assets. Net income was $12M.
Where can I find official filings for Metallus Inc. Voluntary Investment Pension Plan?
Official Form 5500 filings for Metallus Inc. Voluntary Investment Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 464024951 or plan name at efast.dol.gov.
How does Metallus Inc. Voluntary Investment Pension Plan compare to other plans?
You can compare Metallus Inc. Voluntary Investment Pension Plan against other 401(k) plans on the plan type page, or view plans in Ohio 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) β€” original filing retrieval by EIN 464024951.

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

Reference: IRS Publication 590-B β€” 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.