Defined Benefit (Pension) · DOL Form 5500 · 2023
Osram Sylvania Inc. Pension Plan
Data updated 2026-08-25
- $221M
- Total assets Near avg plan size
- 275
- Participants Below avg headcount
- 95th
- Percentile by assets National rank
- $803,593
- Avg per participant High balance/head
Official DOL plan name: Osram Sylvania Pension Plan · Sponsored by Osram Sylvania Inc. · New Hampshire · Management of Enterprises
$221M in assets, 275 participants
Osram Sylvania Inc.'s Osram Sylvania Pension Plan reported $221M in total assets and 275 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #953 in Management of Enterprises (1,137 peers)
Where Osram Sylvania Pension Plan sits by assets
Osram Sylvania Pension Plan sits in the top 5% of all filed plans by assets, $221M for 275 participants (~$803,593/participant), up 5.6% in 2023.
- #953
- in Management of Enterprises (1,137 peers)
- +5.6%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
Osram Sylvania Pension Plan's outsized position by total assets
Osram Sylvania Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$220,988,013 Top 5% higher than 95% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Osram Sylvania 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. Osram Sylvania Pension Plan sits mid-pack in the medium band (275 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Osram Sylvania Pension Plan reported net income rose from -$93M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Osram Sylvania Pension Plan reported participants fell from 325 in the plan year 2022 filing to 275 in the plan year 2023 filing.
- Osram Sylvania Pension Plan end-of-year assets rose from $209M in the plan year 2022 filing to $221M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 043349012 · Osram Sylvania Inc. PY 2023 · Defined Benefit (Pension)
Osram Sylvania Pension Plan · $221M · 275 · 95th
- NET $221M
- NET 275
- NET 95th
- NET Defined Benefit (Pension)
- NET near Blue Cross and Blue Shield of Minnesota Pension Plan
- NET ind #953
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 Management of Enterprises retirement plans → · Plans in New Hampshire →
Osram Sylvania Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $209M |
|---|---|
| Net Assets (End of Year) | $220M |
| Net Income | $11M |
| Employer EIN | 043349012 |
| Plan Effective Date | 2011-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Osram Sylvania Inc.)
Sponsor-wide plan assets over time
All Osram Sylvania Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $697M 6.743824538990155% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,323 | $653M |
| 2023 | 2 | 1,252 | $682M |
| 2024 | 2 | 1,199 | $697M |
Nearby Defined Benefit (Pension) Plans in New Hampshire
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pension Plan for Employees of Dartmouth-Hitchcock $626M · 1,514
- Retirement Plan for Employees of Concord Hospital $380M · 3,425
- Elliot Health System Pension Plan $278M · 520
- Catholic Medical Center Pension Plan $221M · 397
- Unitil Corporation Retirement Plan $164M · 178
Osram Sylvania Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Blue Cross and Blue Shield of Minnesota Pension Plan in MN ($221M); by covered participants it is Stamford Health System Retirement Income Plan in CT (275 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($221M here).
- Blue Cross and Blue Shield of Minnesota Pension Plan (MN) $221M · 3,045
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Arizona Inc. (AZ) $221M · 514
- Golden State Water Company Pension Plan (CA) $221M · 202
- The Phila Bakery Employers & Food Driver Salesmens Union Local #463 & Teamsters Local #676 Pension Pl (NJ) $221M · 535
Similar participant headcount
Nearest other-state filings by covered participants (275 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.