Defined Benefit (Pension) · DOL Form 5500 · 2023

Veolia Water Technologies & Solutions Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
78
Participants Small participant base
81st
Percentile by assets National rank
$444,743
Avg per participant High balance/head
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Official DOL plan name: Ionics, Incorporated Retirement Plan · Sponsored by Veolia Water Technologies & Solutions · Pennsylvania · Manufacturing

$35M in assets, 78 participants

Veolia Water Technologies & Solutions's Ionics, Incorporated Retirement Plan reported $35M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #13,761 in Manufacturing (18,722 peers)

Where Ionics, Incorporated Retirement Plan sits by assets

Ionics, Incorporated Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 78 participants (~$444,743/participant), up 2.8% in 2023.

#13,761
in Manufacturing (18,722 peers)
+2.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ionics, Incorporated Retirement Plan's outsized position by total assets

Ionics, Incorporated Retirement Plan vs every filed plan by assets

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

$34,689,916 Top 19% higher than 81% 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

Ionics, Incorporated Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ionics, Incorporated Retirement Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ionics, Incorporated Retirement Plan reported net income rose from -$13M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ionics, Incorporated Retirement Plan reported participants fell from 81 in the plan year 2022 filing to 78 in the plan year 2023 filing.
  • Ionics, Incorporated Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 042068530 · Veolia Water Technologies & Solutions PY 2023 · Defined Benefit (Pension)

Ionics, Incorporated Retirement Plan · $35M · 78 · 81st

  • NET $35M
  • NET 78
  • NET 81st
  • NET Defined Benefit (Pension)
  • NET near Retirement Plan for Employees of Claxton-Hepburn Medical Center
  • NET ind #13761

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 Pennsylvania →

Ionics, Incorporated Retirement Plan in the asset neighbourhood

Ionics, Incorporated Retirement PlanIonics, Incorporated Retirem…$35MRetirement Plan for Employees of Claxton-Hepburn Medical CenterRetirement Plan for Employee…$35MProterial America, Ltd. Employees' Retirement PlanProterial America, Ltd. Empl…$35MHeat & Frost Insulators Local No. 33 Pension PlanHeat & Frost Insulators Loca…$35MThe Mauser Consolidated Pension PlanThe Mauser Consolidated Pens…$35M
End-of-year total assets ($M) among Ionics, Incorporated Retirement 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)$34M
Net Assets (End of Year)$35M
Net Income$1M
Employer EIN042068530
Plan Effective Date1967-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Veolia Water Technologies & Solutions)

Sponsor-wide plan assets over time

All Veolia Water Technologies & Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$33M 2.529706365332517% vs 2022
2024 filing year
$32M$33M$34M$35M 202220232024 $33.7M $32.9M ▼ -2.5%
Year Plans Participants Total Assets
2022 1 81 $34M
2023 1 78 $35M
2024 1 73 $33M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Ionics, Incorporated Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ionics, Incorporated Retirement Plan, Total assets ($B): 0.034689916 · Participants: 78Ionics, Incorporated Retirement PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Ionics, Incorporated Retirement Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Ionics, Incorporated Retirement Plan side-by-side with 3 peers →

Ionics, Incorporated Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Claxton-Hepburn Medical Center in NY ($35M); by covered participants it is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 Ionics, Incorporated Retirement Plan assets move in 2023? ▼
Ionics, Incorporated Retirement Plan edged up modestly - up 2.8% during 2023, from $34M to $35M. Reported net income was $1M.
How have Veolia Water Technologies & Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Veolia Water Technologies & Solutions's sponsor-wide assets declined 2.5%, from $34M to $33M.
Where does Ionics, Incorporated Retirement Plan rank by assets among Form 5500 filers? ▼
Ionics, Incorporated Retirement Plan ranks in the 81st 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 Defined Benefit (Pension) plans are similar in size to Ionics, Incorporated Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Claxton-Hepburn Medical Center in NY ($35M, 133 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ionics, Incorporated Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants, $1M 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 042068530.

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.