Defined Benefit (Pension) · DOL Form 5500 · 2023

Schott North America, Inc. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
23
Participants Small participant base
69th
Percentile by assets National rank
$706,441
Avg per participant High balance/head
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Official DOL plan name: Schott North America, Inc. Site Duryea Pension Plan for Union Employees · Sponsored by Schott North America, Inc. · New York · Manufacturing

$16M in assets, 23 participants

Schott North America, Inc.'s Schott North America, Inc. Site Duryea Pension Plan for Union Employees reported $16M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,780 in Manufacturing (18,722 peers)

What the 2023 filing shows

Schott North America, Inc. Site Duryea Pension Plan for Union Employees holds $16M for 23 participants - about $706,441 per participant, above the median plan by assets.

#10,780
in Manufacturing (18,722 peers)
-4.3%
assets change YoY

The plan reported a net loss of $702K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Schott North America, Inc. Site Duryea Pension Plan for Union Employees's outsized position by total assets

Schott North America, Inc. Site Duryea Pension Plan for Union Employees vs every filed plan by assets

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

$16,248,150 Top 31% higher than 69% 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

Schott North America, Inc. Site Duryea Pension Plan for Union Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schott North America, Inc. Site Duryea Pension Plan for Union Employees is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schott North America, Inc. Site Duryea Pension Plan for Union Employees reported net income rose from -$1M in the plan year 2022 filing to -$702K in the plan year 2023 filing.
  • Schott North America, Inc. Site Duryea Pension Plan for Union Employees reported participants fell from 37 in the plan year 2022 filing to 23 in the plan year 2023 filing.
  • Schott North America, Inc. Site Duryea Pension Plan for Union Employees end-of-year assets fell from $17M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 134085088 · Schott North America, Inc. PY 2023 · Defined Benefit (Pension)

Schott North America, Inc. Site Duryea Pension Plan for Union Employees · $16M · 23 · 69th

  • IND $16M
  • EOY 23
  • 5500 69th
  • ASSETS Defined Benefit (Pension)
  • PCT near Sterling Federal Bank, Fsb Retirement Plan and Trust
  • EIN ind #10780

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 New York →

Schott North America, Inc. Site Duryea Pension Plan for Union Employees in the asset neighbourhood

Sterling Federal Bank, Fsb Retirement Plan and TrustSterling Federal Bank, Fsb R…$16MSchott North America, Inc. Site Duryea Pension Plan for Union EmployeesSchott North America, Inc. S…$16MPmc Consolidated Pension Plan Covering Certain Employee GroupsPmc Consolidated Pension Pla…$16MThe Bangor Publishing Company Pension PlanThe Bangor Publishing Compan…$16MD.G. Yuengling & Son, Inc. Hourly Rate Employees' Pension PlanD.G. Yuengling & Son, Inc. H…$16M
End-of-year total assets ($M) among Schott North America, Inc. Site Duryea Pension Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$702K
Employer EIN134085088
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schott North America, Inc.)

Sponsor-wide plan assets over time

All Schott North America, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 7.104313013786215% vs 2022
2024 filing year
$15.5M$16M$16.5M$17M$17.5M 202220232024 $17M $15.8M ▼ -7.1%
Year Plans Participants Total Assets
2022 1 37 $17M
2023 1 23 $16M
2024 1 23 $16M

Nearby Defined Benefit (Pension) Plans in New York

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

Schott North America, Inc. Site Duryea Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Schott North America, Inc. Site Duryea Pension Plan for Union Employees, Total assets ($B): 0.01624815 · Participants: 23Schott North America, Inc. Site Duryea Pension Plan for Union EmployeesIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Schott North America, Inc. Site Duryea Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Schott North America, Inc. Site Duryea Pension Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Sterling Federal Bank, Fsb Retirement Plan and Trust in IL ($16M); by covered participants it is Management Employees' Retirement Plan of Besser Company in MI (23 participants). Same-state nearby plans are listed separately above.

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 Schott North America, Inc. Site Duryea Pension Plan for Union Employees assets move in 2023?
Schott North America, Inc. Site Duryea Pension Plan for Union Employees edged down modestly - down 4.3% during 2023, from $17M to $16M. Reported net income was -$702K.
How have Schott North America, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Schott North America, Inc.'s sponsor-wide assets declined 7.1%, from $17M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Schott North America, Inc. Site Duryea Pension Plan for Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sterling Federal Bank, Fsb Retirement Plan and Trust in IL ($16M, 90 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Schott North America, Inc. Site Duryea Pension Plan for Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Management Employees' Retirement Plan of Besser Company in MI (23 participants, N/A in assets).