401(k) · DOL Form 5500 · 2023

Metallus Inc. 401(k) Plan

Data updated 2026-08-25

$133M
Total assets Near avg plan size
1,118
Participants Near avg headcount
93rd
Percentile by assets National rank
$119,214
Avg per participant Near avg balance/head
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Official DOL plan name: Metallus Inc. Voluntary Investment Pension Plan · Sponsored by Metallus Inc. · Ohio · Manufacturing

$133M in assets, 1,118 participants

Metallus Inc.'s Metallus Inc. Voluntary Investment Pension Plan reported $133M in total assets and 1,118 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #16,706 in Manufacturing (18,722 peers)

Where Metallus Inc. Voluntary Investment Pension Plan sits by assets

Metallus Inc. Voluntary Investment Pension Plan sits in the top 10% of all filed plans by assets, $133M for 1,118 participants (~$119,214/participant), up 10.0% in 2023.

#16,706
in Manufacturing (18,722 peers)
+10.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Metallus Inc. Voluntary Investment Pension Plan's outsized position by total assets

Metallus Inc. Voluntary Investment Pension Plan vs every filed plan by assets

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

$133,281,102 Top 7% higher than 93% 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

Metallus Inc. Voluntary Investment Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Metallus Inc. Voluntary Investment Pension Plan lands in the large band (1,118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Metallus Inc. Voluntary Investment Pension Plan reported net income rose from -$38M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Metallus Inc. Voluntary Investment Pension Plan end-of-year assets rose from $121M in the plan year 2022 filing to $133M in the plan year 2023 filing.
  • Metallus Inc. Voluntary Investment Pension Plan reported participants fell from 1,232 in the plan year 2022 filing to 1,118 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464024951 · Metallus Inc. PY 2023 · 401(k)

Metallus Inc. Voluntary Investment Pension Plan · $133M · 1,118 · 93rd

  • PHOTO $133M
  • IND 1,118
  • EOY 93rd
  • 5500 401(k)
  • ASSETS near Saddle Creek Corporation Retirement Savings Plan
  • PCT ind #16706

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 Ohio →

Metallus Inc. Voluntary Investment Pension Plan in the asset neighbourhood

Countrymark Savings Plan$133MMetallus Inc. Voluntary Investment Pension PlanMetallus Inc. Voluntary Inve…$133MSaddle Creek Corporation Retirement Savings PlanSaddle Creek Corporation Ret…$133MPrecinmac 401(k) Plan$133MJohnson Controls Federal Systems, Inc. Retirement Savings PlanJohnson Controls Federal Sys…$133M
End-of-year total assets ($M) among Metallus Inc. Voluntary Investment Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$121M
Net Assets (End of Year)$133M
Net Income$12M
Employer EIN464024951
Plan Effective Date2014-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Metallus Inc.)

Sponsor-wide plan assets over time

All Metallus Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$754M 6.941473831920801% vs 2022
2024 filing year
$700M$750M$800M$850M 202220232024 $810M $754M ▼ -6.9%
Year Plans Participants Total Assets
2022 5 3,439 $810M
2023 5 2,968 $827M
2024 5 2,992 $754M

Nearby 401(k) Plans in Ohio

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Metallus Inc. Voluntary Investment Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Metallus Inc. Voluntary Investment Pension Plan, Total assets ($B): 0.133281102 · Participants: 1118Metallus Inc. Voluntary Investment Pension PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Metallus Inc. Voluntary Investment Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Metallus Inc. Voluntary Investment Pension Plan side-by-side with 3 peers →

Metallus Inc. Voluntary Investment Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Saddle Creek Corporation Retirement Savings Plan in FL ($133M); by covered participants it is Norm's 401(k) Plan in CA (1,118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($133M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,118 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 Metallus Inc. Voluntary Investment Pension Plan assets move in 2023? ▼
Metallus Inc. Voluntary Investment Pension Plan grew at a solid clip - up 10.0% during 2023, from $121M to $133M. Reported net income was $12M.
How have Metallus Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metallus Inc.'s sponsor-wide assets declined 6.9%, from $810M to $754M.
Where does Metallus Inc. Voluntary Investment Pension Plan rank by assets among Form 5500 filers? ▼
Metallus Inc. Voluntary Investment Pension Plan ranks in the 93rd 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 401(k) plans are similar in size to Metallus Inc. Voluntary Investment Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saddle Creek Corporation Retirement Savings Plan in FL ($133M, 4,862 participants).
Which 401(k) plans cover a similar participant headcount to Metallus Inc. Voluntary Investment Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Norm's 401(k) Plan in CA (1,118 participants, $13M 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 464024951.

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.