Defined Benefit (Pension) · DOL Form 5500 · 2023

Chart Industries, Inc. Pension Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
151
Participants Small participant base
86th
Percentile by assets National rank
$357,815
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Chart Pension Plan · Sponsored by Chart Industries, Inc. · Georgia · Manufacturing

$54M in assets, 151 participants

Chart Industries, Inc.'s The Chart Pension Plan reported $54M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,000 in Manufacturing (18,722 peers)

Coverage in Georgia

The Chart Pension Plan covers 151 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $54M.

#15,000
in Manufacturing (18,722 peers)
+10.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

The Chart Pension Plan's outsized position by total assets

The Chart Pension Plan vs every filed plan by assets

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

$54,030,013 Top 14% higher than 86% 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

The Chart 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. The Chart Pension Plan sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Chart Pension Plan reported net income rose from -$13M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Chart Pension Plan reported participants fell from 176 in the plan year 2022 filing to 151 in the plan year 2023 filing.
  • The Chart Pension Plan end-of-year assets rose from $49M in the plan year 2022 filing to $54M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341712937 · Chart Industries, Inc. PY 2023 · Defined Benefit (Pension)

The Chart Pension Plan · $54M · 151 · 86th

  • PHOTO $54M
  • IND 151
  • EOY 86th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Retirement Plan for Employees of Bacardi Corporation
  • PCT ind #15000

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 →

The Chart Pension Plan in the asset neighbourhood

Cambridge Bancorp Employee Retirement PlanCambridge Bancorp Employee R…$54MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$54MRetirement Plan for Employees of Bacardi CorporationRetirement Plan for Employee…$54MThe Chart Pension Plan$54MEmployees' Retirement Plan of Ellis HospitalEmployees' Retirement Plan o…$54M
End-of-year total assets ($M) among The Chart Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$54M
Net Income$5M
Employer EIN341712937
Plan Effective Date1986-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Chart Industries, Inc.)

Sponsor-wide plan assets over time

All Chart Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$471M 40.66746430264861% vs 2022
2024 filing year
$300M$350M$400M$450M$500M 202220232024 $335M $471M ▲ +40.7%
Year Plans Participants Total Assets
2022 2 2,529 $335M
2023 2 2,825 $381M
2024 2 3,482 $471M

Nearby Defined Benefit (Pension) Plans in Georgia

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

The Chart Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants The Chart Pension Plan, Total assets ($B): 0.054030013 · Participants: 151The Chart Pension PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
The Chart Pension Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare The Chart Pension Plan side-by-side with 3 peers →

The Chart Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Bacardi Corporation in PR ($54M); by covered participants it is Iron Workers Local 498 Defined Benefit Plan in IL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 The Chart Pension Plan assets move in 2023? ▼
The Chart Pension Plan grew at a solid clip - up 10.1% during 2023, from $49M to $54M. Reported net income was $5M.
How have Chart Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chart Industries, Inc.'s sponsor-wide assets grew 40.7%, from $335M to $471M.
Where does The Chart Pension Plan rank by assets among Form 5500 filers? ▼
The Chart Pension Plan ranks in the 86th 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 The Chart Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Bacardi Corporation in PR ($54M, 73 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Chart Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Iron Workers Local 498 Defined Benefit Plan in IL (151 participants, $30M 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 341712937.

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.