Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Ingersoll Rand Industrial U.S., Inc. Pension Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ingersoll Rand Industrial U.S., Inc. · North Carolina · Manufacturing

What the 2023 filing shows

Ingersoll Rand Industrial U.S., Inc. Pension Plan holds $203M for 992 participants — about $204,548 per participant, down 7.7% over the 2023 plan year.

$203M
total plan assets (2023 EOY)
992
covered participants
$204,548
avg assets per participant
-7.7%
assets change YoY

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.

Total Assets (2023)
$203M
Participants
992
Industry
Manufacturing

What the Filing Says About Ingersoll Rand Industrial U.S., Inc. Pension Plan

Ingersoll Rand Industrial U.S., Inc. Pension Plan is a Defined Benefit (Pension) retirement plan sponsored by Ingersoll Rand Industrial U.S., Inc., headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $203M in total end-of-year assets and covers 992 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 842172128, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $220M at the beginning of 2023 to $203M at year-end — a decline of 7.7%. Net assets (after liabilities) closed the year at $203M, with reported net income of $-17,002,150 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$220M
Total Assets (End of Year)$203M
Net Assets (End of Year)$203M
Net Income$-17,002,150
Plan TypeDefined Benefit (Pension)
Employer EIN842172128
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ingersoll Rand Industrial U.S., Inc.)

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.

Frequently Asked Questions

How much money is in the Ingersoll Rand Industrial U.S., Inc. Pension Plan?
As of the 2023 Form 5500 filing, Ingersoll Rand Industrial U.S., Inc. Pension Plan holds $203M in total assets with 992 participants. It is sponsored by Ingersoll Rand Industrial U.S., Inc..
What type of plan is Ingersoll Rand Industrial U.S., Inc. Pension Plan?
Ingersoll Rand Industrial U.S., Inc. Pension Plan is a Defined Benefit (Pension) plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 842172128.
Who sponsors the Ingersoll Rand Industrial U.S., Inc. Pension Plan?
Ingersoll Rand Industrial U.S., Inc. Pension Plan is sponsored by Ingersoll Rand Industrial U.S., Inc., located in North Carolina. The sponsor's EIN is 842172128 and the plan operates in the Manufacturing industry.
How did Ingersoll Rand Industrial U.S., Inc. Pension Plan perform in 2023?
Ingersoll Rand Industrial U.S., Inc. Pension Plan declined by 7.7% during 2023, moving from $220M to $203M in total assets. Net income was $-17,002,150.
Where can I find official filings for Ingersoll Rand Industrial U.S., Inc. Pension Plan?
Official Form 5500 filings for Ingersoll Rand Industrial U.S., Inc. Pension Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 842172128 or plan name at efast.dol.gov.
How does Ingersoll Rand Industrial U.S., Inc. Pension Plan compare to other plans?
You can compare Ingersoll Rand Industrial U.S., Inc. Pension Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 842172128.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.