401(k) · DOL Form 5500 · 2024

Ellwood City Forge 401(k) Plan

Data updated 2026-08-25

$311M
Total assets Above avg plan size
1,393
Participants Near avg headcount
96th
Percentile by assets National rank
$223,006
Avg per participant Above avg balance/head
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Official DOL plan name: Ellwood 401(k) Retirement Plan · Sponsored by Ellwood City Forge · Pennsylvania · Manufacturing

$311M in assets, 1,393 participants

Ellwood City Forge's Ellwood 401(k) Retirement Plan reported $311M in total assets and 1,393 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #16,631 in Manufacturing (17,777 peers)

Where Ellwood 401(k) Retirement Plan sits by assets

Ellwood 401(k) Retirement Plan sits in the top 5% of all filed plans by assets, $311M for 1,393 participants (~$223,006/participant), up 9.3% in 2024.

#16,631
in Manufacturing (17,777 peers)
+9.3%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Ellwood 401(k) Retirement Plan's outsized position by total assets

Ellwood 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$310,647,942 Top 4% higher than 96% of 123,620 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 2024

Ellwood 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellwood 401(k) Retirement Plan lands in the large band (1,393 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ellwood 401(k) Retirement Plan reported net income fell from $44M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Ellwood 401(k) Retirement Plan end-of-year assets rose from $284M in the plan year 2023 filing to $311M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 250461810 · Ellwood City Forge PY 2024 · 401(k)

Ellwood 401(k) Retirement Plan · $311M · 1,393 · 96th

  • BOY $311M
  • SCH 1,393
  • EBSA 96th
  • PART 401(k)
  • TYPE near Rakuten USA 401(k) Plan
  • NET ind #16631

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 Pennsylvania →

Ellwood 401(k) Retirement Plan in the asset neighbourhood

Avanos Medical, Inc. 401(k) PlanAvanos Medical, Inc. 401(k) …$311MRadia, Inc., P.S. 401(k) Plan$311MEllwood 401(k) Retirement PlanEllwood 401(k) Retirement Pl…$311MRakuten USA 401(k) Plan$311MGetty Images, Inc. 401(k) Profit Sharing PlanGetty Images, Inc. 401(k) Pr…$310M
End-of-year total assets ($M) among Ellwood 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$284M
Net Assets (End of Year)$311M
Net Income$26M
Employer EIN250461810
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellwood City Forge)

Sponsor-wide plan assets over time

All Ellwood City Forge plans reported in each filing year

Latest sponsor-wide plan assets
$311M 28.897194849833962% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $241M $311M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 1,331 $241M
2023 1 1,387 $284M
2024 1 1,393 $311M

Nearby 401(k) Plans in Pennsylvania

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

Ellwood 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Ellwood 401(k) Retirement Plan, Total assets ($B): 0.310647942 · Participants: 1393Ellwood 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Ellwood 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ellwood 401(k) Retirement Plan side-by-side with 3 peers →

Ellwood 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Rakuten USA 401(k) Plan in CA ($311M); by covered participants it is Ono Management, LLC 401(k) Plan in CA (1,393 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($311M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,393 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ellwood 401(k) Retirement Plan assets move in 2024? ▼
Ellwood 401(k) Retirement Plan grew at a solid clip - up 9.3% during 2024, from $284M to $311M. Reported net income was $26M.
How have Ellwood City Forge plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellwood City Forge's sponsor-wide assets grew 28.9%, from $241M to $311M.
Where does Ellwood 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Ellwood 401(k) Retirement Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ellwood 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rakuten USA 401(k) Plan in CA ($311M, 1,568 participants).
Which 401(k) plans cover a similar participant headcount to Ellwood 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ono Management, LLC 401(k) Plan in CA (1,393 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 250461810.

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.