Defined Benefit (Pension) · DOL Form 5500 · 2023

Spirax Sarco, Inc. Pension Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
208
Participants Below avg headcount
87th
Percentile by assets National rank
$267,610
Avg per participant High balance/head
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Official DOL plan name: The Spirax Sarco, Inc. Pension Plan · Sponsored by Spirax Sarco, Inc. · South Carolina · Manufacturing

$56M in assets, 208 participants

Spirax Sarco, Inc.'s The Spirax Sarco, Inc. Pension Plan reported $56M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #15,075 in Manufacturing (18,722 peers)

Where The Spirax Sarco, Inc. Pension Plan sits by assets

The Spirax Sarco, Inc. Pension Plan sits in the top quartile of all filed plans by assets, $56M for 208 participants (~$267,610/participant), down 5.7% in 2023.

#15,075
in Manufacturing (18,722 peers)
-5.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Spirax Sarco, Inc. Pension Plan's outsized position by total assets

The Spirax Sarco, Inc. Pension Plan vs every filed plan by assets

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

$55,662,860 Top 13% higher than 87% 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

The Spirax Sarco, Inc. 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. The Spirax Sarco, Inc. Pension Plan sits mid-pack in the medium band (208 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Spirax Sarco, Inc. Pension Plan reported net income rose from -$15M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • The Spirax Sarco, Inc. Pension Plan reported participants fell from 239 in the plan year 2022 filing to 208 in the plan year 2023 filing.
  • The Spirax Sarco, Inc. Pension Plan end-of-year assets fell from $59M in the plan year 2022 filing to $56M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232239452 · Spirax Sarco, Inc. PY 2023 · Defined Benefit (Pension)

The Spirax Sarco, Inc. Pension Plan · $56M · 208 · 87th

  • TYPE $56M
  • NET 208
  • BOOK 87th
  • VS-ST Defined Benefit (Pension)
  • BOY near Commonwealth Credit Union Pension Plan
  • SCH ind #15075

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 South Carolina →

The Spirax Sarco, Inc. Pension Plan in the asset neighbourhood

Northwestern Energy Sd/Ne Pension PlanNorthwestern Energy Sd/Ne Pe…$56MPension Plan for Hourly Employees of Alstom Power IncPension Plan for Hourly Empl…$56MThe Spirax Sarco, Inc. Pension PlanThe Spirax Sarco, Inc. Pensi…$56MCommonwealth Credit Union Pension PlanCommonwealth Credit Union Pe…$56MThe Musical Arts Association Retirement PlanThe Musical Arts Association…$56M
End-of-year total assets ($M) among The Spirax Sarco, Inc. 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)$59M
Net Assets (End of Year)$56M
Net Income-$3M
Employer EIN232239452
Plan Effective Date1957-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Spirax Sarco, Inc.)

Sponsor-wide plan assets over time

All Spirax Sarco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$209M 68.45633687352037% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $124M $209M ▲ +68.5%
Year Plans Participants Total Assets
2022 2 755 $124M
2023 2 776 $193M
2024 2 1,261 $209M

Nearby Defined Benefit (Pension) Plans in South Carolina

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

The Spirax Sarco, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -1012345 Total assets ($B) Participants The Spirax Sarco, Inc. Pension Plan, Total assets ($B): 0.05566286 · Participants: 208The Spirax Sarco, Inc. Pension PlanThe Savannah River Nuclear Solutions, LLC Multiple Employer Pension Plan, Total assets ($B): 3.899009456 · Participants: 2016The Savannah River Nuclear Solutions, LLC Multiple Employer Pension PlanMichelin Retirement Plan, Total assets ($B): 2.233685106 · Participants: 3743Michelin Retirement PlanNon-Contributory Retirement Program for Certain Empl of Bcbssc, Total assets ($B): 1.20607382 · Participants: 4344Non-Contributory Retirement Program for Certain Empl of BcbsscLegacy Ghs/Tuomey Pension Plan, Total assets ($B): 0.610784456 · Participants: 3346Legacy Ghs/Tuomey Pension PlanKennametal Inc. Retirement Income Plan, Total assets ($B): 0.540622439 · Participants: 563Kennametal Inc. Retirement Income Plan
The Spirax Sarco, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in South Carolina, assets vs. participants
Compare The Spirax Sarco, Inc. Pension Plan side-by-side with 3 peers →

The Spirax Sarco, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside South Carolina, the nearest Defined Benefit (Pension) by assets is Commonwealth Credit Union Pension Plan in KY ($56M); by covered participants it is Southwestern Energy Company Pension Plan in TX (208 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (208 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 The Spirax Sarco, Inc. Pension Plan assets move in 2023? ▼
The Spirax Sarco, Inc. Pension Plan pulled back noticeably - down 5.7% during 2023, from $59M to $56M. Reported net income was -$3M.
How have Spirax Sarco, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Spirax Sarco, Inc.'s sponsor-wide assets grew 68.5%, from $124M to $209M.
Where does The Spirax Sarco, Inc. Pension Plan rank by assets among Form 5500 filers? ▼
The Spirax Sarco, Inc. Pension Plan ranks in the 87th 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 The Spirax Sarco, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Commonwealth Credit Union Pension Plan in KY ($56M, 137 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Spirax Sarco, Inc. Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Southwestern Energy Company Pension Plan in TX (208 participants, N/A 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 232239452.

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.