Defined Benefit (Pension) · DOL Form 5500 · 2023

Coats American, Inc. Pension Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
238
Participants Below avg headcount
91st
Percentile by assets National rank
$425,368
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Coats North America Pension Plan · Sponsored by Coats American, Inc. · North Carolina · Manufacturing

$101M in assets, 238 participants

Coats American, Inc.'s Coats North America Pension Plan reported $101M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,279 in Manufacturing (18,722 peers)

Coverage in North Carolina

Coats North America Pension Plan covers 238 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $101M.

#16,279
in Manufacturing (18,722 peers)
+3.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Coats North America Pension Plan's outsized position by total assets

Coats North America Pension Plan vs every filed plan by assets

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

$101,237,548 Top 9% higher than 91% 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

Coats North America 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. Coats North America Pension Plan sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coats North America Pension Plan reported net income rose from -$43M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Coats North America Pension Plan reported participants rose from 194 in the plan year 2022 filing to 238 in the plan year 2023 filing.
  • Coats North America Pension Plan end-of-year assets rose from $98M in the plan year 2022 filing to $101M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 510371432 · Coats American, Inc. PY 2023 · Defined Benefit (Pension)

Coats North America Pension Plan · $101M · 238 · 91st

  • PCT $101M
  • PCT 238
  • PCT 91st
  • PCT Defined Benefit (Pension)
  • PCT near San Francisco Symphony Retirement Plan
  • PCT ind #16279

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 →

Coats North America Pension Plan in the asset neighbourhood

Coats North America Pension PlanCoats North America Pension …$101MSan Francisco Symphony Retirement PlanSan Francisco Symphony Retir…$101MAllsouth Federal Credit Union Defined Benefit Plan and TrustAllsouth Federal Credit Unio…$101MCement Masons Pension Trust Fund - Detroit and VicinityCement Masons Pension Trust …$101MUfcw Unions and Participating Employers Pension PlanUfcw Unions and Participatin…$101M
End-of-year total assets ($M) among Coats North America Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$101M
Net Income$3M
Employer EIN510371432
Plan Effective Date1928-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coats American, Inc.)

Sponsor-wide plan assets over time

All Coats American, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 0.1091093989016071% vs 2022
2024 filing year
$96M$98M$100M$102M 202220232024 $97.8M $97.9M ▲ +0.1%
Year Plans Participants Total Assets
2022 1 194 $98M
2023 1 238 $101M
2024 1 166 $98M

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Coats North America Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Coats North America Pension Plan, Total assets ($B): 0.101237548 · Participants: 238Coats North America Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Coats North America Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants

Coats North America 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 San Francisco Symphony Retirement Plan in CA ($101M); by covered participants it is Southern Star Retirement Plan (Non-Union) in KY (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 Coats North America Pension Plan assets move in 2023?
Coats North America Pension Plan edged up modestly - up 3.5% during 2023, from $98M to $101M. Reported net income was $3M.
How have Coats American, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Coats American, Inc.'s sponsor-wide assets grew 0.1%, from $98M to $98M.
Where does Coats North America Pension Plan rank by assets among Form 5500 filers?
Coats North America Pension Plan ranks in the 91st 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 Defined Benefit (Pension) plans are similar in size to Coats North America Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is San Francisco Symphony Retirement Plan in CA ($101M, 85 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Coats North America Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southern Star Retirement Plan (Non-Union) in KY (238 participants, $48M in assets).