Defined Benefit (Pension) · DOL Form 5500 · 2024

Norris Rods, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
40
Participants Small participant base
30th
Percentile by assets National rank
$51,175
Avg per participant Low balance/head
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Official DOL plan name: Norris Usw Pension Plan · Sponsored by Norris Rods, Inc. · Texas · Manufacturing

$2M in assets, 40 participants

Norris Rods, Inc.'s Norris Usw Pension Plan reported $2M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,497 in Manufacturing (17,777 peers)

What the 2024 filing shows

Norris Usw Pension Plan holds $2M for 40 participants - about $51,175 per participant, in the lower half of filed plans by assets.

#2,497
in Manufacturing (17,777 peers)
+3.6%
assets growth YoY

Norris Usw Pension Plan among the smaller filed plans by assets

Norris Usw Pension Plan vs every filed plan by assets

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

$2,047,012 30th percentile higher than 30% 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

Norris Usw Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Norris Usw Pension Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Norris Usw Pension Plan reported net income fell from $292K in the plan year 2023 filing to $71K in the plan year 2024 filing.
  • Norris Usw Pension Plan reported participants fell from 48 in the plan year 2023 filing to 40 in the plan year 2024 filing.
  • Norris Usw Pension Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 752751426 · Norris Rods, Inc. PY 2024 · Defined Benefit (Pension)

Norris Usw Pension Plan · $2M · 40 · 30th

  • PART $2M
  • TYPE 40
  • NET 30th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Page Trader, LLC Defined Benefit Pension Plan
  • BOY ind #2497

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 Texas →

Norris Usw Pension Plan in the asset neighbourhood

American Nurses Association Retirement PlanAmerican Nurses Association …$2MNorris Usw Pension Plan$2MPage Trader, LLC Defined Benefit Pension PlanPage Trader, LLC Defined Ben…$2MW.C. Mcquaide, Inc. Hourly Employees' Pension PlanW.C. Mcquaide, Inc. Hourly E…$2MNational Nonwovens Inc. Retirement PlanNational Nonwovens Inc. Reti…$2M
End-of-year total assets ($M) among Norris Usw Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$71K
Employer EIN752751426
Plan Effective Date2018-05-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Norris Rods, Inc.)

Sponsor-wide plan assets over time

All Norris Rods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.614174862447548% vs 2023
2024 filing year
$1.95M$2M$2.05M$2.1M 20232024 $1.98M $2.05M ▲ +3.5%
Year Plans Participants Total Assets
2023 1 48 $2M
2024 1 40 $2M

Nearby Defined Benefit (Pension) Plans in Texas

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

Norris Usw Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Norris Usw Pension Plan, Total assets ($B): 0.002047012 · Participants: 40Norris Usw Pension PlanAT&T Pension Benefit Plan, Total assets ($B): 28.265893 · Participants: 100400AT&T Pension Benefit PlanExxonmobil Pension Plan, Total assets ($B): 12.095 · Participants: 22000Exxonmobil Pension PlanChevron Retirement Plan, Total assets ($B): 9.731784707 · Participants: 21297Chevron Retirement PlanShell Pension Plan, Total assets ($B): 9.694184685 · Participants: 12688Shell Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.1940497 · Participants: 11498Caterpillar Inc. Retirement Income Plan
Norris Usw Pension Plan vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

Norris Usw Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is Page Trader, LLC Defined Benefit Pension Plan in NV ($2M); by covered participants it is Retirement Plan for Salaried Employees of the Hillman Company in PA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Norris Usw Pension Plan assets move in 2024?
Norris Usw Pension Plan edged up modestly - up 3.6% during 2024, from $2M to $2M. Reported net income was $71K.
How have Norris Rods, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Norris Rods, Inc.'s sponsor-wide assets grew 3.6%, from $2M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Norris Usw Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Page Trader, LLC Defined Benefit Pension Plan in NV ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Norris Usw Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Salaried Employees of the Hillman Company in PA (40 participants, $2M in assets).