401(k) · DOL Form 5500 · 2023

Birla Carbon USA 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
335
Participants Below avg headcount
86th
Percentile by assets National rank
$156,897
Avg per participant Above avg balance/head
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Official DOL plan name: Birla Carbon USA Employees Savings Plan · Sponsored by Birla Carbon USA · Georgia · Manufacturing

$53M in assets, 335 participants

Birla Carbon USA's Birla Carbon USA Employees Savings Plan reported $53M in total assets and 335 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,939 in Manufacturing (18,722 peers)

Coverage in Georgia

Birla Carbon USA Employees Savings Plan covers 335 participants in Georgia, about 31% of the average Georgia filer (state average ~1,096 per filing). Assets: $53M.

#14,939
in Manufacturing (18,722 peers)
+15.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Birla Carbon USA Employees Savings Plan's outsized position by total assets

Birla Carbon USA Employees Savings Plan vs every filed plan by assets

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

$52,560,623 Top 14% higher than 86% 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

Birla Carbon USA Employees Savings 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. Birla Carbon USA Employees Savings Plan sits mid-pack in the medium band (335 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Birla Carbon USA Employees Savings Plan reported net income rose from -$7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Birla Carbon USA Employees Savings Plan end-of-year assets rose from $46M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Birla Carbon USA Employees Savings Plan reported participants rose from 326 in the plan year 2022 filing to 335 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133230278 · Birla Carbon USA PY 2023 · 401(k)

Birla Carbon USA Employees Savings Plan · $53M · 335 · 86th

  • NET $53M
  • BOOK 335
  • VS-ST 86th
  • BOY 401(k)
  • SCH near Aabp 401(k) and Retirement Trust
  • EBSA ind #14939

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 Georgia →

Birla Carbon USA Employees Savings Plan in the asset neighbourhood

Avma Employees Retirement PlanAvma Employees Retirement Pl…$53MPolymershapes LLC 401(k) Plan$53MBirla Carbon USA Employees Savings PlanBirla Carbon USA Employees S…$53MAabp 401(k) and Retirement TrustAabp 401(k) and Retirement T…$53MWireco Worldgroup, Inc. 401(k) Savings PlanWireco Worldgroup, Inc. 401(…$53M
End-of-year total assets ($M) among Birla Carbon USA Employees Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$53M
Net Income$7M
Employer EIN133230278
Plan Effective Date2006-03-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Birla Carbon USA)

Sponsor-wide plan assets over time

All Birla Carbon USA plans reported in each filing year

Latest sponsor-wide plan assets
$74M 18.464091883993163% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.5M $74M ▲ +18.5%
Year Plans Participants Total Assets
2022 2 394 $62M
2023 2 396 $70M
2024 2 418 $74M

Nearby 401(k) Plans in Georgia

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

Birla Carbon USA Employees Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Birla Carbon USA Employees Savings Plan, Total assets ($B): 0.052560623 · Participants: 335Birla Carbon USA Employees Savings PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Birla Carbon USA Employees Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Birla Carbon USA Employees Savings Plan side-by-side with 3 peers →

Birla Carbon USA Employees Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Aabp 401(k) and Retirement Trust in NY ($53M); by covered participants it is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($53M here).

Similar participant headcount

Nearest other-state filings by covered participants (335 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 Birla Carbon USA Employees Savings Plan assets move in 2023? ▼
Birla Carbon USA Employees Savings Plan grew sharply - up 15.2% during 2023, from $46M to $53M. Reported net income was $7M.
How have Birla Carbon USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birla Carbon USA's sponsor-wide assets grew 18.5%, from $62M to $74M.
Where does Birla Carbon USA Employees Savings Plan rank by assets among Form 5500 filers? ▼
Birla Carbon USA Employees Savings Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Birla Carbon USA Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aabp 401(k) and Retirement Trust in NY ($53M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Birla Carbon USA Employees Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Moore Sonic Management, Inc 401(k) Plan in OK (335 participants, $79K 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 133230278.

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.