401(k) · DOL Form 5500 · 2023

Sgl Carbon, LLC 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
768
Participants Near avg headcount
92nd
Percentile by assets National rank
$137,182
Avg per participant Near avg balance/head
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Official DOL plan name: Sgl Carbon, LLC Retirement and Savings Plan · Sponsored by Sgl Carbon, LLC · North Carolina · Manufacturing

$105M in assets, 768 participants

Sgl Carbon, LLC's Sgl Carbon, LLC Retirement and Savings Plan reported $105M in total assets and 768 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,355 in Manufacturing (18,722 peers)

Where Sgl Carbon, LLC Retirement and Savings Plan sits by assets

Sgl Carbon, LLC Retirement and Savings Plan sits in the top 10% of all filed plans by assets, $105M for 768 participants (~$137,182/participant), up 6.7% in 2023.

#16,355
in Manufacturing (18,722 peers)
+6.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Sgl Carbon, LLC Retirement and Savings Plan's outsized position by total assets

Sgl Carbon, LLC Retirement and Savings Plan vs every filed plan by assets

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

$105,355,611 Top 8% higher than 92% 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

Sgl Carbon, LLC Retirement and Savings 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. Sgl Carbon, LLC Retirement and Savings Plan sits mid-pack in the medium band (768 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sgl Carbon, LLC Retirement and Savings Plan reported net income rose from -$23M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Sgl Carbon, LLC Retirement and Savings Plan end-of-year assets rose from $99M in the plan year 2022 filing to $105M in the plan year 2023 filing.
  • Sgl Carbon, LLC Retirement and Savings Plan reported participants rose from 731 in the plan year 2022 filing to 768 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 130796973 · Sgl Carbon, LLC PY 2023 · 401(k)

Sgl Carbon, LLC Retirement and Savings Plan · $105M · 768 · 92nd

  • BOOK $105M
  • VS-ST 768
  • BOY 92nd
  • SCH 401(k)
  • EBSA near Cae USA Inc Savings Investment & Employee Benefit Plan Number 2
  • PART ind #16355

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 →

Sgl Carbon, LLC Retirement and Savings Plan in the asset neighbourhood

Carrington 401(k) Plan$105MWhiteford, Taylor & Preston LLP Partners & Staff 401(k) Savings PlanWhiteford, Taylor & Preston …$105MSgl Carbon, LLC Retirement and Savings PlanSgl Carbon, LLC Retirement a…$105MCae USA Inc Savings Investment & Employee Benefit Plan Number 2Cae USA Inc Savings Investme…$105MTrimas Corporation Salaried Retirement ProgramTrimas Corporation Salaried …$105M
End-of-year total assets ($M) among Sgl Carbon, LLC Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$105M
Net Income$7M
Employer EIN130796973
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sgl Carbon, LLC)

Sponsor-wide plan assets over time

All Sgl Carbon, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$175M 8.320355050956412% vs 2022
2024 filing year
$160M$165M$170M$175M$180M 202220232024 $161M $175M ▲ +8.3%
Year Plans Participants Total Assets
2022 2 1,000 $161M
2023 2 1,013 $171M
2024 2 1,023 $175M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Sgl Carbon, LLC Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Sgl Carbon, LLC Retirement and Savings Plan, Total assets ($B): 0.105355611 · Participants: 768Sgl Carbon, LLC Retirement and Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Sgl Carbon, LLC Retirement and Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Sgl Carbon, LLC Retirement and Savings Plan side-by-side with 3 peers →

Sgl Carbon, LLC Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 in FL ($105M); by covered participants it is Big River Steel 401(k) Plan in PA (768 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (768 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 Sgl Carbon, LLC Retirement and Savings Plan assets move in 2023? ▼
Sgl Carbon, LLC Retirement and Savings Plan grew at a solid clip - up 6.7% during 2023, from $99M to $105M. Reported net income was $7M.
How have Sgl Carbon, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sgl Carbon, LLC's sponsor-wide assets grew 8.3%, from $161M to $175M.
Where does Sgl Carbon, LLC Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Sgl Carbon, LLC Retirement and Savings Plan ranks in the 92nd 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 401(k) plans are similar in size to Sgl Carbon, LLC Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cae USA Inc Savings Investment & Employee Benefit Plan Number 2 in FL ($105M, 678 participants).
Which 401(k) plans cover a similar participant headcount to Sgl Carbon, LLC Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big River Steel 401(k) Plan in PA (768 participants, $50M 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 130796973.

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.