Defined Benefit (Pension) · DOL Form 5500 · 2024
Arcelormittal Sales & Administration LLC Pension Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 20
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $382,992
- Avg per participant High balance/head
Official DOL plan name: Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC · Sponsored by Arcelormittal Sales & Administration LLC · Indiana · Manufacturing
$8M in assets, 20 participants
Arcelormittal Sales & Administration LLC's Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC reported $8M in total assets and 20 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.
- #6,142 in Manufacturing (17,777 peers)
What the 2024 filing shows
Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC holds $8M for 20 participants - about $382,992 per participant, above the median plan by assets.
- #6,142
- in Manufacturing (17,777 peers)
- -1.8%
- assets change YoY
The plan reported a net loss of $141K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC's mid-pack asset rank among Manufacturing and all filers
Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,659,832 Top 50% higher than 50% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC is a small filing (20 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC reported net income fell from $342K in the plan year 2023 filing to -$141K in the plan year 2024 filing.
- Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC reported participants fell from 21 in the plan year 2023 filing to 20 in the plan year 2024 filing.
- Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC end-of-year assets fell from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 853613331 · Arcelormittal Sales & Administration LLC PY 2024 · Defined Benefit (Pension)
Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC · $8M · 20 · 50th
- SCH $8M
- EBSA 20
- PART 50th
- TYPE Defined Benefit (Pension)
- NET near Redgrave LLP Cash Balance Pension Plan
- BOOK ind #6142
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 Indiana →
Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$141K |
| Employer EIN | 853613331 |
| Plan Effective Date | 2020-12-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Arcelormittal Sales & Administration LLC)
Sponsor-wide plan assets over time
All Arcelormittal Sales & Administration LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 4.028349216317099% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 76 | $26M |
| 2023 | 2 | 67 | $27M |
| 2024 | 2 | 65 | $27M |
Nearby Defined Benefit (Pension) Plans in Indiana
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Lilly Retirement Plan $11.8B · 19,897
- Cummins Pension Plan $3.2B · 30,640
- Indiana Laborers Pension Fund $1.8B · 11,039
- Elevance Health Cash Balance Plan a $1.2B · 7,552
- Nisource Pension Plan $1.0B · 2,133
Pension Plan for Hourly and Bargaining Unit Employees of Arcelormittal USA Research LLC's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Redgrave LLP Cash Balance Pension Plan in VA ($8M); by covered participants it is Lily Bleu, Inc. Defined Benefit Pension Plan in CA (20 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.
- Lily Bleu, Inc. Defined Benefit Pension Plan (CA) 20 · 0 off
- The Scott Fetzer Pension Plan for Hourly Employees of Adalet (IBEW) (OH) 20 · 0 off
- The Retirement Income Plan for Employees of the Rockefeller Foundation (NY) 20 · 0 off
- Mercy Health & Rehabilitation Center Group Annuity Plan (NY) 20 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.