Defined Benefit (Pension) · DOL Form 5500 · 2024

Metallurg, Inc. Pension Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
2
Participants Small participant base
68th
Percentile by assets National rank
$8.9M
Avg per participant High balance/head
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Official DOL plan name: Pension Plan of Metallurg, Inc. · Sponsored by Metallurg, Inc. · Pennsylvania · Wholesale Trade

$18M in assets, 2 participants

Metallurg, Inc.'s Pension Plan of Metallurg, Inc. reported $18M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,806 in Wholesale Trade (6,080 peers)

What the 2024 filing shows

Pension Plan of Metallurg, Inc. holds $18M for 2 participants - about $8.9M per participant, above the median plan by assets.

#3,806
in Wholesale Trade (6,080 peers)
-5.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pension Plan of Metallurg, Inc.'s outsized position by total assets

Pension Plan of Metallurg, Inc. vs every filed plan by assets

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

$17,734,430 Top 32% higher than 68% 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

Pension Plan of Metallurg, Inc. among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan of Metallurg, Inc. is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pension Plan of Metallurg, Inc. reported net income fell from -$497K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Pension Plan of Metallurg, Inc. reported participants fell from 4 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Pension Plan of Metallurg, Inc. end-of-year assets fell from $19M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 131661467 · Metallurg, Inc. PY 2024 · Defined Benefit (Pension)

Pension Plan of Metallurg, Inc. · $18M · 2 · 68th

  • EBSA $18M
  • PART 2
  • TYPE 68th
  • NET Defined Benefit (Pension)
  • BOOK near The Gradall Company Employees' Retirement Plan
  • VS-ST ind #3806

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 Wholesale Trade retirement plans → · Plans in Pennsylvania →

Pension Plan of Metallurg, Inc. in the asset neighbourhood

Ridley USA Inc Hourly Pension PlanRidley USA Inc Hourly Pensio…$18MThe Gradall Company Employees' Retirement PlanThe Gradall Company Employee…$18MSaginaw Medical Center Pension PlanSaginaw Medical Center Pensi…$18MPension Plan of Metallurg, Inc.Pension Plan of Metallurg, I…$18MAlinabal, Inc. Retirement PlanAlinabal, Inc. Retirement Pl…$18M
End-of-year total assets ($M) among Pension Plan of Metallurg, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$1M
Employer EIN131661467
Plan Effective Date1961-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Metallurg, Inc.)

Sponsor-wide plan assets over time

All Metallurg, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 8.01242460900004% vs 2022
2024 filing year
$17.5M$18M$18.5M$19M$19.5M 202220232024 $19.3M $17.7M ▼ -8.0%
Year Plans Participants Total Assets
2022 1 5 $19M
2023 1 4 $19M
2024 1 2 $18M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Pension Plan of Metallurg, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Pension Plan of Metallurg, Inc., Total assets ($B): 0.01773443 · Participants: 2Pension Plan of Metallurg, Inc.National Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Pension Plan of Metallurg, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Pension Plan of Metallurg, Inc. side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is The Gradall Company Employees' Retirement Plan in TX ($18M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Pension Plan of Metallurg, Inc. assets move in 2024? ▼
Pension Plan of Metallurg, Inc. pulled back noticeably - down 5.6% during 2024, from $19M to $18M. Reported net income was -$1M.
How have Metallurg, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Metallurg, Inc.'s sponsor-wide assets declined 8.0%, from $19M to $18M.
Which Defined Benefit (Pension) plans are similar in size to Pension Plan of Metallurg, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Gradall Company Employees' Retirement Plan in TX ($18M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Plan of Metallurg, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A 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 131661467.

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.