Defined Benefit (Pension) · DOL Form 5500 · 2024

Metallurg, Inc. Pension Plan

Data updated 2026-08-11

$18M
Total assets
2
Participants
68th
Percentile by assets
$8.9M
Avg per participant
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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.

  • 68th percentile by assets (of 123,622 plans)
  • #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.

$18M
total plan assets (2024 EOY)
2
covered participants
68th
percentile by assets (of 123,622 plans)
$8.9M
avg assets per participant

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.

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 →

State
Industry

Defined Benefit (Pension) filing for Pension Plan of Metallurg, Inc.

Defined Benefit (Pension) filing for plan year 2024: EIN 131661467 ; effective since 1961-11-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.

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.)

$17.5M$18M$18.5M$19M$19.5M 202220232024 $19.3M $17.7M ▼ -8.0%
Total plan assets by year, all Metallurg, Inc. plans on file
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

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 Meta…National Elevator In…Steelworkers Pension…The PNC Financial Se…The Bank of New York…Constellation Retire…
Pension Plan of Metallurg, Inc. vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Plan of Metallurg, Inc. by total assets, not by location.

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).

Next read for Pension Plan of Metallurg, Inc.

Filing takeaways

Ways to act on Pension Plan of Metallurg, Inc.'s numbers.