Money Purchase · DOL Form 5500 · 2023

Valmet Inc. Money Purchase Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
1,488
Participants Near avg headcount
90th
Percentile by assets National rank
$52,951
Avg per participant Low balance/head
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Official DOL plan name: Valmet, Inc. Pension Plan and Trust · Sponsored by Valmet Inc. · Georgia · Manufacturing

$79M in assets, 1,488 participants

Valmet Inc.'s Valmet, Inc. Pension Plan and Trust reported $79M in total assets and 1,488 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,825 in Manufacturing (18,722 peers)

Where Valmet, Inc. Pension Plan and Trust sits by assets

Valmet, Inc. Pension Plan and Trust sits in the top 10% of all filed plans by assets, $79M for 1,488 participants (~$52,951/participant), up 13.9% in 2023.

#15,825
in Manufacturing (18,722 peers)
+13.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Valmet, Inc. Pension Plan and Trust's outsized position by total assets

Valmet, Inc. Pension Plan and Trust vs every filed plan by assets

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

$78,790,928 Top 10% higher than 90% 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

Valmet, Inc. Pension Plan and Trust'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. Valmet, Inc. Pension Plan and Trust lands in the large band (1,488 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valmet, Inc. Pension Plan and Trust reported net income rose from -$11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Valmet, Inc. Pension Plan and Trust end-of-year assets rose from $69M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • Valmet, Inc. Pension Plan and Trust reported participants rose from 1,455 in the plan year 2022 filing to 1,488 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 561508400 · Valmet Inc. PY 2023 · Money Purchase

Valmet, Inc. Pension Plan and Trust · $79M · 1,488 · 90th

  • PHOTO $79M
  • IND 1,488
  • EOY 90th
  • 5500 Money Purchase
  • ASSETS near Southern Ct IBEW Annuity Plan
  • PCT ind #15825

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 Georgia →

Valmet, Inc. Pension Plan and Trust in the asset neighbourhood

Mainegeneral Health Retirement Income PlanMainegeneral Health Retireme…$79MValmet, Inc. Pension Plan and TrustValmet, Inc. Pension Plan an…$79MSouthern Ct IBEW Annuity Plan$79MPresbyterian Homes and Services Employees Retirement Savings and Investment PlanPresbyterian Homes and Servi…$79MPlumbers Local Union No. 200 Supplemental Vested Annuity FundPlumbers Local Union No. 200…$78M
End-of-year total assets ($M) among Valmet, Inc. Pension Plan and Trust and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$79M
Net Income$10M
Employer EIN561508400
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Valmet Inc.)

Sponsor-wide plan assets over time

All Valmet Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$664M 46.50765090347288% vs 2022
2024 filing year
$400M$500M$600M$700M 202220232024 $454M $664M ▲ +46.5%
Year Plans Participants Total Assets
2022 3 3,391 $454M
2023 3 3,468 $612M
2024 3 4,366 $664M

Nearby Money Purchase Plans in Georgia

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Valmet, Inc. Pension Plan and Trust vs. nearby Money Purchase plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 020406080100 Total assets ($M) Participants Valmet, Inc. Pension Plan and Trust, Total assets ($M): 78.790928 · Participants: 1488Valmet, Inc. Pension Plan and TrustIBEW Local 508 Pension Fund, Total assets ($M): 73.593531 · Participants: 769IBEW Local 508 Pension FundAu Medical Associates Employees' Money Purchase Pension Plan, Total assets ($M): 28.803844 · Participants: 217Au Medical Associates Employees' Money Purchase Pension PlanHamilton Health Care System, Inc. Rsvp Defined Contribution Plan, Total assets ($M): 19.248306 · Participants: 378Hamilton Health Care System, Inc. Rsvp Defined Contribution PlanWilliam W. Motley Dds Psp, Total assets ($M): 5.525017 · Participants: 0William W. Motley Dds PspCurtis V. Cooper Primary Health Care, Inc. Pension Plan, Total assets ($M): 5.116518 · Participants: 130Curtis V. Cooper Primary Health Care, Inc. Pension Plan
Valmet, Inc. Pension Plan and Trust vs. nearby Money Purchase plans in Georgia, assets vs. participants
Compare Valmet, Inc. Pension Plan and Trust side-by-side with 3 peers →

Valmet, Inc. Pension Plan and Trust's out-of-state Money Purchase peers by assets and headcount

Outside Georgia, the nearest Money Purchase by assets is Southern Ct IBEW Annuity Plan in CT ($79M); by covered participants it is IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity in AZ (1,484 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,488 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 Valmet, Inc. Pension Plan and Trust assets move in 2023? ▼
Valmet, Inc. Pension Plan and Trust grew at a solid clip - up 13.9% during 2023, from $69M to $79M. Reported net income was $10M.
How have Valmet Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valmet Inc.'s sponsor-wide assets grew 46.5%, from $454M to $664M.
Where does Valmet, Inc. Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Valmet, Inc. Pension Plan and Trust ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Money Purchase plans are similar in size to Valmet, Inc. Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by assets is Southern Ct IBEW Annuity Plan in CT ($79M, 467 participants).
Which Money Purchase plans cover a similar participant headcount to Valmet, Inc. Pension Plan and Trust? ▼
Among Money Purchase plans in other states, the closest by covered participants is IBEW Local Nos 570 & 518 and Southern Az Chap NECA Annuity in AZ (1,484 participants, $38M 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 561508400.

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.