Defined Benefit (Pension) · DOL Form 5500 · 2024

Sappi North America, Inc. Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
589
Participants Below avg headcount
88th
Percentile by assets National rank
$121,648
Avg per participant Near avg balance/head
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Official DOL plan name: Sappi North America, Inc. Retirement Plan for Hourly Employees · Sponsored by Sappi North America, Inc. · Massachusetts · Manufacturing

$72M in assets, 589 participants

Sappi North America, Inc.'s Sappi North America, Inc. Retirement Plan for Hourly Employees reported $72M in total assets and 589 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #14,610 in Manufacturing (17,777 peers)

Where Sappi North America, Inc. Retirement Plan for Hourly Employees sits by assets

Sappi North America, Inc. Retirement Plan for Hourly Employees sits in the top quartile of all filed plans by assets, $72M for 589 participants (~$121,648/participant), down 1.3% in 2024.

#14,610
in Manufacturing (17,777 peers)
-1.3%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $924K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sappi North America, Inc. Retirement Plan for Hourly Employees's outsized position by total assets

Sappi North America, Inc. Retirement Plan for Hourly Employees vs every filed plan by assets

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

$71,650,584 Top 12% higher than 88% 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

Sappi North America, Inc. Retirement Plan for Hourly Employees among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sappi North America, Inc. Retirement Plan for Hourly Employees sits mid-pack in the medium band (589 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sappi North America, Inc. Retirement Plan for Hourly Employees reported net income fell from $5M in the plan year 2023 filing to -$924K in the plan year 2024 filing.
  • Sappi North America, Inc. Retirement Plan for Hourly Employees reported participants fell from 598 in the plan year 2023 filing to 589 in the plan year 2024 filing.
  • Sappi North America, Inc. Retirement Plan for Hourly Employees end-of-year assets fell from $73M in the plan year 2023 filing to $72M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 232366983 · Sappi North America, Inc. PY 2024 · Defined Benefit (Pension)

Sappi North America, Inc. Retirement Plan for Hourly Employees · $72M · 589 · 88th

  • BOY $72M
  • BOY 589
  • BOY 88th
  • BOY Defined Benefit (Pension)
  • BOY near Retirement Plan for Employees of Meadville Medical Center
  • BOY ind #14610

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 Massachusetts →

Sappi North America, Inc. Retirement Plan for Hourly Employees in the asset neighbourhood

IBEW Local 505 NECA Pension PlanIBEW Local 505 NECA Pension …$72MRetirement Plan for Employees of Meadville Medical CenterRetirement Plan for Employee…$72MSappi North America, Inc. Retirement Plan for Hourly EmployeesSappi North America, Inc. Re…$72MPension Plan for Salaried Employees of AlconPension Plan for Salaried Em…$72MDisabled American Veterans Retirement / Pension Equity PlanDisabled American Veterans R…$72M
End-of-year total assets ($M) among Sappi North America, Inc. Retirement Plan for Hourly Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$72M
Net Income-$924K
Employer EIN232366983
Plan Effective Date1994-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Sappi North America, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$930M 16.198826440000435% vs 2022
2024 filing year
$750M$800M$850M$900M$950M 202220232024 $801M $930M ▲ +16.2%
Year Plans Participants Total Assets
2022 6 3,593 $801M
2023 6 3,525 $885M
2024 6 3,517 $930M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Sappi North America, Inc. Retirement Plan for Hourly Employees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Sappi North America, Inc. Retirement Plan for Hourly Employees, Total assets ($B): 0.071650584 · Participants: 589Sappi North America, Inc. Retirement Plan for Hourly EmployeesConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 11.586293172 · Participants: 60621Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsNew England Teamsters Pension Fund, Total assets ($B): 9.093299462 · Participants: 21577New England Teamsters Pension FundLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.250686483 · Participants: 34910Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.888715533 · Participants: 12533Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 5.086051556 · Participants: 16946N. Atlantic States Carp. Pension Fund
Sappi North America, Inc. Retirement Plan for Hourly Employees vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants

Sappi North America, Inc. Retirement Plan for Hourly Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Meadville Medical Center in PA ($72M); by covered participants it is The Pension Plan and Trust for the Employees of Bronxcare Health System in NY (589 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (589 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 Sappi North America, Inc. Retirement Plan for Hourly Employees assets move in 2024?
Sappi North America, Inc. Retirement Plan for Hourly Employees edged down modestly - down 1.3% during 2024, from $73M to $72M. Reported net income was -$924K.
How have Sappi North America, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Sappi North America, Inc.'s sponsor-wide assets grew 16.2%, from $801M to $930M.
Where does Sappi North America, Inc. Retirement Plan for Hourly Employees rank by assets among Form 5500 filers?
Sappi North America, Inc. Retirement Plan for Hourly Employees ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Sappi North America, Inc. Retirement Plan for Hourly Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Meadville Medical Center in PA ($72M, 223 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Sappi North America, Inc. Retirement Plan for Hourly Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Pension Plan and Trust for the Employees of Bronxcare Health System in NY (589 participants, $311M in assets).