Defined Benefit (Pension) · DOL Form 5500 · 2024

Okuma America Corporation Pension Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
175
Participants Small participant base
74th
Percentile by assets National rank
$143,121
Avg per participant Near avg balance/head
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Official DOL plan name: Okuma America Corporation Pension Plan · Sponsored by Okuma America Corporation · North Carolina · Wholesale Trade

$25M in assets, 175 participants

Okuma America Corporation's Okuma America Corporation Pension Plan reported $25M in total assets and 175 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #4,370 in Wholesale Trade (6,080 peers)

Coverage in North Carolina

Okuma America Corporation Pension Plan covers 175 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $25M.

#4,370
in Wholesale Trade (6,080 peers)
+6.0%
assets growth YoY

Okuma America Corporation Pension Plan's outsized position by total assets

Okuma America Corporation Pension Plan vs every filed plan by assets

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

$25,046,203 Top 26% higher than 74% 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

Okuma America Corporation Pension Plan 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. Okuma America Corporation Pension Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Okuma America Corporation Pension Plan reported participants rose from 164 in the plan year 2023 filing to 175 in the plan year 2024 filing.
  • Okuma America Corporation Pension Plan end-of-year assets rose from $24M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 112670887 · Okuma America Corporation PY 2024 · Defined Benefit (Pension)

Okuma America Corporation Pension Plan · $25M · 175 · 74th

  • BOOK $25M
  • VS-ST 175
  • BOY 74th
  • SCH Defined Benefit (Pension)
  • EBSA near Armstrong County Memorial Hospital Retirement Income Plan
  • PART ind #4370

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 North Carolina →

Okuma America Corporation Pension Plan in the asset neighbourhood

Groton School Defined Benefit PlanGroton School Defined Benefi…$25MTransit Employees Retirement PlanTransit Employees Retirement…$25MOkuma America Corporation Pension PlanOkuma America Corporation Pe…$25MArmstrong County Memorial Hospital Retirement Income PlanArmstrong County Memorial Ho…$25MAvx Pension Plan for Bargaining Unit and Hourly EmployeesAvx Pension Plan for Bargain…$25M
End-of-year total assets ($M) among Okuma America Corporation Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN112670887
Plan Effective Date1984-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Okuma America Corporation)

Sponsor-wide plan assets over time

All Okuma America Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$71M 22.95671652116552% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.8M $71M ▲ +22.9%
Year Plans Participants Total Assets
2022 2 363 $58M
2023 2 380 $67M
2024 2 394 $71M

Nearby Defined Benefit (Pension) Plans in North Carolina

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

Okuma America Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Okuma America Corporation Pension Plan, Total assets ($B): 0.025046203 · Participants: 175Okuma America Corporation Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
Okuma America Corporation Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Okuma America Corporation Pension Plan side-by-side with 3 peers →

Okuma America Corporation Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Armstrong County Memorial Hospital Retirement Income Plan in PA ($25M); by covered participants it is Dentons US LLP Cash Balance Plan in IL (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Okuma America Corporation Pension Plan assets move in 2024? ▼
Okuma America Corporation Pension Plan grew at a solid clip - up 6.0% during 2024, from $24M to $25M. Reported net income was $1M.
How have Okuma America Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Okuma America Corporation's sponsor-wide assets grew 23.0%, from $58M to $71M.
Which Defined Benefit (Pension) plans are similar in size to Okuma America Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Armstrong County Memorial Hospital Retirement Income Plan in PA ($25M, 184 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Okuma America Corporation Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dentons US LLP Cash Balance Plan in IL (175 participants, $38M 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 112670887.

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.