Defined Benefit (Pension) · DOL Form 5500 · 2023
Ingersoll Rand Industrial U.S., Inc. Pension Plan
Data updated 2026-08-25
- $203M
- Total assets Near avg plan size
- 992
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $204,548
- Avg per participant Above avg balance/head
Official DOL plan name: Ingersoll Rand Industrial U.S., Inc. Pension Plan · Sponsored by Ingersoll Rand Industrial U.S., Inc. · North Carolina · Manufacturing
$203M in assets, 992 participants
Ingersoll Rand Industrial U.S., Inc.'s Ingersoll Rand Industrial U.S., Inc. Pension Plan reported $203M in total assets and 992 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #17,200 in Manufacturing (18,722 peers)
Where Ingersoll Rand Industrial U.S., Inc. Pension Plan sits by assets
Ingersoll Rand Industrial U.S., Inc. Pension Plan sits in the top 5% of all filed plans by assets, $203M for 992 participants (~$204,548/participant), down 7.7% in 2023.
- #17,200
- in Manufacturing (18,722 peers)
- -7.7%
- assets change YoY
- 2.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ingersoll Rand Industrial U.S., Inc. Pension Plan's outsized position by total assets
Ingersoll Rand Industrial U.S., Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$202,911,594 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ingersoll Rand Industrial U.S., Inc. Pension 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. Ingersoll Rand Industrial U.S., Inc. Pension Plan sits mid-pack in the medium band (992 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ingersoll Rand Industrial U.S., Inc. Pension Plan reported net income rose from -$107M in the plan year 2022 filing to -$17M in the plan year 2023 filing.
- Ingersoll Rand Industrial U.S., Inc. Pension Plan reported participants fell from 1,085 in the plan year 2022 filing to 992 in the plan year 2023 filing.
- Ingersoll Rand Industrial U.S., Inc. Pension Plan end-of-year assets fell from $220M in the plan year 2022 filing to $203M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 842172128 · Ingersoll Rand Industrial U.S., Inc. PY 2023 · Defined Benefit (Pension)
Ingersoll Rand Industrial U.S., Inc. Pension Plan · $203M · 992 · 95th
- EIN $203M
- RANK 992
- PHOTO 95th
- IND Defined Benefit (Pension)
- EOY near Iuoe Local 98 Pension Plan
- 5500 ind #17200
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 North Carolina →
Ingersoll Rand Industrial U.S., Inc. Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $220M |
|---|---|
| Net Assets (End of Year) | $203M |
| Net Income | -$17M |
| Employer EIN | 842172128 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ingersoll Rand Industrial U.S., Inc.)
Sponsor-wide plan assets over time
All Ingersoll Rand Industrial U.S., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $176M 19.773336676947302% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,085 | $220M |
| 2023 | 1 | 992 | $203M |
| 2024 | 1 | 859 | $176M |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 11,145
- Truist Financial Corporation Pension Plan $14.6B · 45,818
- Duke Energy Retirement Cash Balance Plan $4.0B · 14,485
- Duke Energy Legacy Pension Plan $3.4B · 371
- Employees' Retirement Plan of Duke University $2.6B · 21,020
Ingersoll Rand Industrial U.S., Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Iuoe Local 98 Pension Plan in MA ($203M); by covered participants it is Transocean U.S. Retirement Plan in (992 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($203M here).
Similar participant headcount
Nearest other-state filings by covered participants (992 participants); asset peers above are excluded.
- Transocean U.S. Retirement Plan () 992 · 0 off
- Pierce Manufacturing Inc. Pension Plan (WI) 991 · 1 off
- Sedgwick Retirement Plan (TN) 993 · 1 off
- Nissan Employee Retirement Plan B (TN) 990 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.