Defined Benefit (Pension) · DOL Form 5500 · 2023

Maxxam Inc. Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
2
Participants Small participant base
79th
Percentile by assets National rank
$14.8M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Maxxam Pension Plan · Sponsored by Maxxam Inc. · Texas · Real Estate

$30M in assets, 2 participants

Maxxam Inc.'s Maxxam Pension Plan reported $30M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,289 in Real Estate (4,727 peers)

Where Maxxam Pension Plan sits by assets

Maxxam Pension Plan sits in the top quartile of all filed plans by assets, $30M for 2 participants (~$14.8M/participant), down 11.8% in 2023.

#4,289
in Real Estate (4,727 peers)
-11.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Maxxam Pension Plan's outsized position by total assets

Maxxam Pension Plan vs every filed plan by assets

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

$29,533,441 Top 21% higher than 79% 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

Maxxam Pension Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maxxam Pension Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Maxxam Pension Plan reported net income rose from -$9M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Maxxam Pension Plan end-of-year assets fell from $33M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952078752 · Maxxam Inc. PY 2023 · Defined Benefit (Pension)

Maxxam Pension Plan · $30M · 2 · 79th

  • NET $30M
  • NET 2
  • NET 79th
  • NET Defined Benefit (Pension)
  • NET near Sivantos Pension Plan
  • NET ind #4289

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 Real Estate retirement plans → · Plans in Texas →

Maxxam Pension Plan in the asset neighbourhood

Dentons US LLP Cash Balance PlanDentons US LLP Cash Balance …$30MInternational Shipholding Corporation Retirement PlanInternational Shipholding Co…$30MSivantos Pension Plan$30MMaxxam Pension Plan$30MDucommun Aerostructures, Inc. Collective Bargaining Ee's Pension PlanDucommun Aerostructures, Inc…$29M
End-of-year total assets ($M) among Maxxam Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$30M
Net Income-$4M
Employer EIN952078752
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Maxxam Inc.)

Sponsor-wide plan assets over time

All Maxxam Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 24.84400496172093% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $33.5M $25.2M ▼ -24.9%
Year Plans Participants Total Assets
2022 1 2 $33M
2023 1 2 $30M
2024 1 1 $25M

Nearby Defined Benefit (Pension) Plans in Texas

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

Maxxam Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Maxxam Pension Plan, Total assets ($B): 0.029533441 · Participants: 2Maxxam Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Maxxam Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Maxxam Pension Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Defined Benefit (Pension) by assets is Sivantos Pension Plan in NJ ($30M); by covered participants it is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Maxxam Pension Plan assets move in 2023? ▼
Maxxam Pension Plan pulled back noticeably - down 11.8% during 2023, from $33M to $30M. Reported net income was -$4M.
How have Maxxam Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maxxam Inc.'s sponsor-wide assets declined 24.8%, from $33M to $25M.
Where does Maxxam Pension Plan rank by assets among Form 5500 filers? ▼
Maxxam Pension Plan ranks in the 79th 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 Maxxam Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sivantos Pension Plan in NJ ($30M, 77 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Maxxam Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Cash Balance Plan in NY (2 participants, $7K 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 952078752.

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.