Defined Benefit (Pension) · DOL Form 5500 · 2023

Essentra Holdings Corporation Pension Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
13
Participants Small participant base
84th
Percentile by assets National rank
$3.2M
Avg per participant High balance/head
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Official DOL plan name: Essentra USA Retirement Plan · Sponsored by Essentra Holdings Corporation · Illinois · Manufacturing

$42M in assets, 13 participants

Essentra Holdings Corporation's Essentra USA Retirement Plan reported $42M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,361 in Manufacturing (18,722 peers)

Where Essentra USA Retirement Plan sits by assets

Essentra USA Retirement Plan sits in the top quartile of all filed plans by assets, $42M for 13 participants (~$3.2M/participant), down 0.3% in 2023.

#14,361
in Manufacturing (18,722 peers)
-0.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $200K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Essentra USA Retirement Plan's outsized position by total assets

Essentra USA Retirement Plan vs every filed plan by assets

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

$42,175,741 Top 16% higher than 84% 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

Essentra USA Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Essentra USA Retirement Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Essentra USA Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to -$200K in the plan year 2023 filing.
  • Essentra USA Retirement Plan reported participants fell from 89 in the plan year 2022 filing to 13 in the plan year 2023 filing.
  • Essentra USA Retirement Plan end-of-year assets fell from $42M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 541863320 · Essentra Holdings Corporation PY 2023 · Defined Benefit (Pension)

Essentra USA Retirement Plan · $42M · 13 · 84th

  • PART $42M
  • TYPE 13
  • NET 84th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Genesis Alkali, LLC Union Retirement Plan
  • BOY ind #14361

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 Illinois →

Essentra USA Retirement Plan in the asset neighbourhood

Pension Plan for Classified Employees of Gasco, Inc.Pension Plan for Classified …$42MEssentra USA Retirement Plan$42MGenesis Alkali, LLC Union Retirement PlanGenesis Alkali, LLC Union Re…$42MWisconsin Alumni Research Foundation Pension PlanWisconsin Alumni Research Fo…$42MSilgan Can Company Pension Plan for Hourly EmployeesSilgan Can Company Pension P…$42M
End-of-year total assets ($M) among Essentra USA Retirement 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)$42M
Net Assets (End of Year)$42M
Net Income-$200K
Employer EIN541863320
Plan Effective Date2005-06-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Essentra Holdings Corporation)

Sponsor-wide plan assets over time

All Essentra Holdings Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$182M 1.0202293438219414% vs 2022
2024 filing year
$179M$180M$181M$182M$183M 202220232024 $180M $182M ▲ +1.0%
Year Plans Participants Total Assets
2022 3 1,415 $180M
2023 3 755 $181M
2024 3 683 $182M

Nearby Defined Benefit (Pension) Plans in Illinois

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

Essentra USA Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Essentra USA Retirement Plan, Total assets ($B): 0.042175741 · Participants: 13Essentra USA Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Essentra USA Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Essentra USA Retirement Plan side-by-side with 3 peers →

Essentra USA Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Genesis Alkali, LLC Union Retirement Plan in PA ($42M); by covered participants it is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Essentra USA Retirement Plan assets move in 2023? ▼
Essentra USA Retirement Plan held essentially flat - down 0.3% during 2023, from $42M to $42M. Reported net income was -$200K.
How have Essentra Holdings Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essentra Holdings Corporation's sponsor-wide assets grew 1.0%, from $180M to $182M.
Where does Essentra USA Retirement Plan rank by assets among Form 5500 filers? ▼
Essentra USA Retirement Plan ranks in the 84th 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 Essentra USA Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Genesis Alkali, LLC Union Retirement Plan in PA ($42M, 583 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Essentra USA Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Weinstein Appraisal Group, Inc. Cash Balance Plan in PA (13 participants, $4M 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 541863320.

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.