401(k) · DOL Form 5500 · 2023

Metallus Inc. 401(k) Plan

Data updated 2026-08-11

$203M
Total assets: 592
Participants: 95th
Percentile by assets: $342,819
Avg per participant

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.

95th percentile by assets (of 127,072 plans)
#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.

$203M
total plan assets (2023 EOY): 592
covered participants: 95th
percentile by assets (of 127,072 plans): $342,819
avg assets per participant

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 →

State

Ohio

Industry

Manufacturing

Metallus Inc. Savings and Investment Pension Plan vs the 2023 asset distribution

By assets, Metallus Inc. Savings and Investment Pension Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$196M
Net Assets (End of Year)	$203M
Net Income	$7M
Employer EIN	464024951
Plan Effective Date	2014-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Metallus Inc.)

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. Savings and Investment Pension Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Metallus Inc. Savings and Investment Pen… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

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

Adams Street Partners, LLC Savings Incentive Plan (IL) $203M · 232
Par Petroleum LLC Savings Plan (TX) $203M · 1,671
Mitel 401(k) Plan (AZ) $203M · 660
Rsui 401(k) / Retirement Savings Plan (GA) $203M · 382

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).

Next read for Metallus Inc. Savings and Investment Pen…

Scale reading

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

By total assets, Metallus Inc. Savings and Investment Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Metallus Inc.'s sponsor-wide assets have declined 6.9% since 2022 across 3 plan years on file. More Manufacturing plans

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.