Defined Benefit (Pension) · DOL Form 5500 · 2023
Metallus Inc. Pension Plan
Data updated 2026-08-11
- $360M
- Total assets
- 1,120
- Participants
- 97th
- Percentile by assets
- $321,057
- Avg per participant
Official DOL plan name: Metallus Inc. Bargaining Unit Pension Plan · Sponsored by Metallus Inc. · Ohio · Manufacturing
$360M in assets, 1,120 participants
Metallus Inc.'s Metallus Inc. Bargaining Unit Pension Plan reported $360M in total assets and 1,120 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #17,717 in Manufacturing (18,722 peers)
Where Metallus Inc. Bargaining Unit Pension Plan sits by assets
Metallus Inc. Bargaining Unit Pension Plan sits in the top 5% of all filed plans by assets, $360M for 1,120 participants (~$321,057/participant), up 1.6% in 2023.
- $360M
- total plan assets (2023 EOY)
- 1,120
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $321,057
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Metallus Inc. Bargaining Unit Pension Plan reported net income rose from -$508M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Metallus Inc. Bargaining Unit Pension Plan reported participants fell from 1,384 in the plan year 2022 filing to 1,120 in the plan year 2023 filing.
- Metallus Inc. Bargaining Unit Pension Plan end-of-year assets rose from $354M in the plan year 2022 filing to $360M in the plan year 2023 filing.
Metallus Inc. Bargaining Unit Pension Plan vs the 2023 asset distribution
By assets, Metallus Inc. Bargaining Unit Pension Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $354M |
|---|---|
| Net Assets (End of Year) | $359M |
| Net Income | $6M |
| Employer EIN | 464024951 |
| Plan Effective Date | 2014-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Metallus Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 3,439 | $810M |
| 2023 | 5 | 2,968 | $827M |
| 2024 | 5 | 2,992 | $754M |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Metallus Inc. Bargaining Unit Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Metallus Inc. Bargaining Unit Pension Plan by total assets, not by location.
- U.a. Local 13 Pension Fund (NY) $360M · 554
- Suez Water Resources LLC Retirement Plan (NJ) $360M · 502
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund (CA) $359M · 12,087
- Nalc Annuity Trust Fund (VA) $359M · 563
Frequently Asked Questions
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Ways to act on Metallus Inc. Bargaining Unit Pension Plan's numbers.
- By total assets, Metallus Inc. Bargaining Unit 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 Defined Benefit (Pension) 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