Defined Benefit (Pension) · DOL Form 5500 · 2023

Birla Carbon USA Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
61
Participants Small participant base
70th
Percentile by assets National rank
$288,606
Avg per participant High balance/head
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Official DOL plan name: Pension Plan for Birla Carbon USA · Sponsored by Birla Carbon USA · Georgia · Manufacturing

$18M in assets, 61 participants

Birla Carbon USA's Pension Plan for Birla Carbon USA reported $18M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,138 in Manufacturing (18,722 peers)

Birla Carbon USA multi-year trail

Birla Carbon USA's plans moved +18.5% in assets from 2022 to 2024; this filing shows Pension Plan for Birla Carbon USA at $18M / 61 participants.

#11,138
in Manufacturing (18,722 peers)
+4.6%
assets growth YoY

Pension Plan for Birla Carbon USA's outsized position by total assets

Pension Plan for Birla Carbon USA vs every filed plan by assets

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

$17,604,944 Top 30% higher than 70% 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

Pension Plan for Birla Carbon USA among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Birla Carbon USA is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pension Plan for Birla Carbon USA reported net income rose from -$1M in the plan year 2022 filing to $770K in the plan year 2023 filing.
  • Pension Plan for Birla Carbon USA reported participants fell from 68 in the plan year 2022 filing to 61 in the plan year 2023 filing.
  • Pension Plan for Birla Carbon USA end-of-year assets rose from $17M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133230278 · Birla Carbon USA PY 2023 · Defined Benefit (Pension)

Pension Plan for Birla Carbon USA · $18M · 61 · 70th

  • PHOTO $18M
  • IND 61
  • EOY 70th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Penn Security Bank and Trust Company Employees' Pension Plan
  • PCT ind #11138

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 →

Pension Plan for Birla Carbon USA in the asset neighbourhood

Penn Security Bank and Trust Company Employees' Pension PlanPenn Security Bank and Trust…$18MPuerto Rico Telephone Company Lump Sum Retirement PlanPuerto Rico Telephone Compan…$18MNiagara Lasalle Corporation & Lasalle Steel Company Pension PlanNiagara Lasalle Corporation …$18MPension Plan for Birla Carbon USAPension Plan for Birla Carbo…$18MAmerican Railcar Ind, Inc. Shippers Car Line Div Ees Pen PlanAmerican Railcar Ind, Inc. S…$18M
End-of-year total assets ($M) among Pension Plan for Birla Carbon USA and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Birla Carbon USA multi-year asset trail

Sponsor-wide plan assets over time

All Birla Carbon USA plans reported in each filing year

Latest sponsor-wide plan assets
$74M 18.464091883993163% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $62.5M $74M ▲ +18.5%
Year Plans Participants Total Assets
2022 2 394 $62M
2023 2 396 $70M
2024 2 418 $74M

Birla Carbon USA filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$18M
Net Income$770K
Employer EIN133230278
Plan Effective Date2006-03-06
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Georgia

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

Pension Plan for Birla Carbon USA vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Pension Plan for Birla Carbon USA, Total assets ($B): 0.017604944 · Participants: 61Pension Plan for Birla Carbon USAThe 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
Pension Plan for Birla Carbon USA vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Pension Plan for Birla Carbon USA side-by-side with 3 peers →

Pension Plan for Birla Carbon USA's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Penn Security Bank and Trust Company Employees' Pension Plan in PA ($18M); by covered participants it is National Automatic Sprinkler Industry Fund Office Employees Pension Plan in MD (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Pension Plan for Birla Carbon USA assets move in 2023? ▼
Pension Plan for Birla Carbon USA edged up modestly - up 4.6% during 2023, from $17M to $18M. Reported net income was $770K.
How have Birla Carbon USA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birla Carbon USA's sponsor-wide assets grew 18.5%, from $62M to $74M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan for Birla Carbon USA? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Penn Security Bank and Trust Company Employees' Pension Plan in PA ($18M, 41 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan for Birla Carbon USA? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is National Automatic Sprinkler Industry Fund Office Employees Pension Plan in MD (61 participants, $32M 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 133230278.

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.