401(k) · DOL Form 5500 · 2023

Metallus Inc. 401(k) Plan

Data updated 2026-08-25

$203M
Total assets Near avg plan size
592
Participants Below avg headcount
95th
Percentile by assets National rank
$342,819
Avg per participant High balance/head
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Official DOL plan name: Metallus Inc. Savings and Investment Pension Plan · Sponsored by Metallus Inc. · Ohio · Manufacturing

$203M in assets, 592 participants

Metallus Inc.'s Metallus Inc. Savings and Investment Pension Plan reported $203M in total assets and 592 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #17,201 in Manufacturing (18,722 peers)

Where Metallus Inc. Savings and Investment Pension Plan sits by assets

Metallus Inc. Savings and Investment Pension Plan sits in the top 5% of all filed plans by assets, $203M for 592 participants (~$342,819/participant), up 3.5% in 2023.

#17,201
in Manufacturing (18,722 peers)
+3.5%
assets growth YoY
2.0×
vs typical plan assets (national mean)

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

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

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

$202,948,581 Top 5% higher than 95% 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. Savings and Investment Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Metallus Inc. Savings and Investment Pension Plan sits mid-pack in the medium band (592 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Metallus Inc. Savings and Investment Pension Plan reported net income rose from -$81M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Metallus Inc. Savings and Investment Pension Plan reported participants fell from 652 in the plan year 2022 filing to 592 in the plan year 2023 filing.
  • Metallus Inc. Savings and Investment Pension Plan end-of-year assets rose from $196M in the plan year 2022 filing to $203M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Metallus Inc. Savings and Investment Pension Plan · $203M · 592 · 95th

  • RANK $203M
  • PHOTO 592
  • IND 95th
  • EOY 401(k)
  • 5500 near Adams Street Partners, LLC Savings Incentive Plan
  • ASSETS ind #17201

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. Savings and Investment Pension Plan in the asset neighbourhood

Adams Street Partners, LLC Savings Incentive PlanAdams Street Partners, LLC S…$203MMetallus Inc. Savings and Investment Pension PlanMetallus Inc. Savings and In…$203MPar Petroleum LLC Savings PlanPar Petroleum LLC Savings Pl…$203MMitel 401(k) Plan$203MRsui 401(k) / Retirement Savings PlanRsui 401(k) / Retirement Sav…$203M
End-of-year total assets ($M) among Metallus Inc. Savings and 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)$196M
Net Assets (End of Year)$203M
Net Income$7M
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. Savings and Investment Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Metallus Inc. Savings and Investment Pension Plan, Total assets ($B): 0.202948581 · Participants: 592Metallus Inc. Savings and 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. Savings and Investment Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Metallus Inc. Savings and Investment Pension Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Adams Street Partners, LLC Savings Incentive Plan in IL ($203M); by covered participants it is Blessey Marine Services, Inc. 401(k) Plan in LA (592 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($203M here).

Similar participant headcount

Nearest other-state filings by covered participants (592 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. Savings and Investment Pension Plan assets move in 2023? ▼
Metallus Inc. Savings and Investment Pension Plan edged up modestly - up 3.5% during 2023, from $196M to $203M. Reported net income was $7M.
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. Savings and Investment Pension Plan rank by assets among Form 5500 filers? ▼
Metallus Inc. Savings and Investment Pension Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Metallus Inc. Savings and Investment Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adams Street Partners, LLC Savings Incentive Plan in IL ($203M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Metallus Inc. Savings and Investment Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blessey Marine Services, Inc. 401(k) Plan in LA (592 participants, $59M 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.