Defined Benefit (Pension) · DOL Form 5500 · 2023

Metallus Inc. Pension Plan

Data updated 2026-08-25

$360M
Total assets Above avg plan size
1,120
Participants Near avg headcount
97th
Percentile by assets National rank
$321,057
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#17,717
in Manufacturing (18,722 peers)
+1.6%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Metallus Inc. Bargaining Unit Pension Plan's outsized position by total assets

Metallus Inc. Bargaining Unit Pension Plan vs every filed plan by assets

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

$359,583,987 Top 3% higher than 97% 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. Bargaining Unit Pension Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Metallus Inc. Bargaining Unit Pension Plan lands in the large band (1,120 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 464024951 · Metallus Inc. PY 2023 · Defined Benefit (Pension)

Metallus Inc. Bargaining Unit Pension Plan · $360M · 1,120 · 97th

  • ASSETS $360M
  • ASSETS 1,120
  • ASSETS 97th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near U.a. Local 13 Pension Fund
  • ASSETS ind #17717

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. Bargaining Unit Pension Plan in the asset neighbourhood

Suez Water Resources LLC Retirement PlanSuez Water Resources LLC Ret…$360MU.a. Local 13 Pension Fund$360MMetallus Inc. Bargaining Unit Pension PlanMetallus Inc. Bargaining Uni…$360MLos Angeles Hotel-Restaurant Employer-Union Retirement FundLos Angeles Hotel-Restaurant…$359MNalc Annuity Trust Fund$359M
End-of-year total assets ($M) among Metallus Inc. Bargaining Unit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$354M
Net Assets (End of Year)$359M
Net Income$6M
Employer EIN464024951
Plan Effective Date2014-05-01
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 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 Scatter plot of 6 data points. -50000500010000150002000025000 02468 Total assets ($B) Participants Metallus Inc. Bargaining Unit Pension Plan, Total assets ($B): 0.359583987 · Participants: 1120Metallus Inc. Bargaining Unit Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 7.144086795 · Participants: 12304Firstenergy Corp. Master Pension PlanNationwide Retirement Plan, Total assets ($B): 5.281060445 · Participants: 22311Nationwide Retirement PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.475896468 · Participants: 15595American Electric Power System Retirement PlanParker Defined Benefit Plan, Total assets ($B): 3.656915014 · Participants: 191Parker Defined Benefit PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.592540979 · Participants: 10029Ohio Operating Engineers Pension Plan
Metallus Inc. Bargaining Unit Pension Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Metallus Inc. Bargaining Unit Pension Plan side-by-side with 3 peers →

Metallus Inc. Bargaining Unit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is U.a. Local 13 Pension Fund in NY ($360M); by covered participants it is Herc Rentals Pension Plan in FL (1,119 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($360M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,120 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. Bargaining Unit Pension Plan assets move in 2023? ▼
Metallus Inc. Bargaining Unit Pension Plan edged up modestly - up 1.6% during 2023, from $354M to $360M. Reported net income was $6M.
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. Bargaining Unit Pension Plan rank by assets among Form 5500 filers? ▼
Metallus Inc. Bargaining Unit Pension Plan ranks in the 97th 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 Defined Benefit (Pension) plans are similar in size to Metallus Inc. Bargaining Unit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is U.a. Local 13 Pension Fund in NY ($360M, 554 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Metallus Inc. Bargaining Unit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Herc Rentals Pension Plan in FL (1,119 participants, $121M 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.