401(k) · DOL Form 5500 · 2023

Metallus Inc. 401(k) Plan

Data updated 2026-08-11

$133M
Total assets
1,118
Participants
93rd
Percentile by assets
$119,214
Avg per participant
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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.

  • 93rd percentile by assets (of 127,072 plans)
  • #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.

$133M
total plan assets (2023 EOY)
1,118
covered participants
93rd
percentile by assets (of 127,072 plans)
$119,214
avg assets per participant

Where Metallus Inc. Voluntary Investment Pension Plan sits 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 $2,010,000,000 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

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 →

State
Ohio
Industry
Manufacturing

Metallus Inc. Voluntary Investment Pension Plan vs the 2023 asset distribution

By assets, Metallus Inc. Voluntary Investment Pension Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

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.)

$700M$750M$800M$850M 202220232024 $810M $754M ▼ -6.9%
Total plan assets by year, all Metallus Inc. plans on file
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 ($B) Participants Metallus Inc. Volunt…, Total assets ($B): 0.133281102 · Participants: 1118Metallus Inc. Volunt…GE Retirement Saving…, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Saving…The Sherwin-Williams…, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams…The Progressive 401(…, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(…The Kroger Co. 401(k…, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k…Nationwide Savings P…, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings P…
Metallus Inc. Voluntary Investment Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Metallus Inc. Voluntary Investment Pensi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Metallus Inc. Voluntary Investment Pension Plan by total assets, not by location.

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).

Next read for Metallus Inc. Voluntary Investment Pensi…

Scale reading

Ways to act on Metallus Inc. Voluntary Investment Pension Plan's numbers.

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.