Defined Benefit (Pension) · DOL Form 5500 · 2023

Luvata Ohio, Inc. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
76
Participants Small participant base
64th
Percentile by assets National rank
$166,846
Avg per participant Above avg balance/head
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Official DOL plan name: Luvata Ohio, Inc. Retirement Plan · Sponsored by Luvata Ohio, Inc. · Ohio · Manufacturing

$13M in assets, 76 participants

Luvata Ohio, Inc.'s Luvata Ohio, Inc. Retirement Plan reported $13M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,595 in Manufacturing (18,722 peers)

Luvata Ohio, Inc. multi-year trail

Luvata Ohio, Inc.'s plans moved +29.7% in assets from 2022 to 2024; this filing shows Luvata Ohio, Inc. Retirement Plan at $13M / 76 participants.

#9,595
in Manufacturing (18,722 peers)
+12.8%
assets growth YoY

Luvata Ohio, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Luvata Ohio, Inc. Retirement Plan vs every filed plan by assets

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

$12,680,272 Top 36% higher than 64% 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

Luvata Ohio, Inc. 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. Luvata Ohio, Inc. Retirement Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Luvata Ohio, Inc. Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Luvata Ohio, Inc. Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Luvata Ohio, Inc. Retirement Plan reported participants rose from 70 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 314358696 · Luvata Ohio, Inc. PY 2023 · Defined Benefit (Pension)

Luvata Ohio, Inc. Retirement Plan · $13M · 76 · 64th

  • EBSA $13M
  • PART 76
  • TYPE 64th
  • NET Defined Benefit (Pension)
  • BOOK near Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan
  • VS-ST ind #9595

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 →

Luvata Ohio, Inc. Retirement Plan in the asset neighbourhood

Luvata Ohio, Inc. Retirement PlanLuvata Ohio, Inc. Retirement…$13MOrthopaedic & Spine Center of the Rockies, P.C. Cash Balance PlanOrthopaedic & Spine Center o…$13MLocal 868 I. B. of T. Pension FundLocal 868 I. B. of T. Pensio…$13MSbera Pension Plan as Adopted by Massachusetts Bankers AssociationSbera Pension Plan as Adopte…$13MNestle Puerto Rico Pension PlanNestle Puerto Rico Pension P…$13M
End-of-year total assets ($M) among Luvata Ohio, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Luvata Ohio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Luvata Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.70904740740581% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.1M $31.2M ▲ +29.7%
Year Plans Participants Total Assets
2022 2 167 $24M
2023 2 175 $28M
2024 2 203 $31M

Luvata Ohio, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN314358696
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Luvata Ohio, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Luvata Ohio, Inc. Retirement Plan, Total assets ($B): 0.012680272 · Participants: 76Luvata Ohio, Inc. Retirement 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
Luvata Ohio, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Luvata Ohio, Inc. Retirement Plan side-by-side with 3 peers →

Luvata Ohio, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan in CO ($13M); by covered participants it is Renasant Bank Amended and Restated Pension Plan in MS (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Luvata Ohio, Inc. Retirement Plan assets move in 2023? ▼
Luvata Ohio, Inc. Retirement Plan grew at a solid clip - up 12.8% during 2023, from $11M to $13M. Reported net income was $1M.
How have Luvata Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luvata Ohio, Inc.'s sponsor-wide assets grew 29.7%, from $24M to $31M.
Which Defined Benefit (Pension) plans are similar in size to Luvata Ohio, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Orthopaedic & Spine Center of the Rockies, P.C. Cash Balance Plan in CO ($13M, 148 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Luvata Ohio, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Renasant Bank Amended and Restated Pension Plan in MS (76 participants, $20M 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 314358696.

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.