Defined Benefit (Pension) · DOL Form 5500 · 2024
Spx Enterprises, LLC Pension Plan
Data updated 2026-08-25
- $151M
- Total assets Near avg plan size
- 219
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $689,925
- Avg per participant High balance/head
Official DOL plan name: Spx US Pension Plan · Sponsored by Spx Enterprises, LLC · North Carolina · Manufacturing
$151M in assets, 219 participants
Spx Enterprises, LLC's Spx US Pension Plan reported $151M in total assets and 219 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #15,899 in Manufacturing (17,777 peers)
Coverage in North Carolina
Spx US Pension Plan covers 219 participants in North Carolina, about 27% of the average North Carolina filer (state average ~819 per filing). Assets: $151M.
- #15,899
- in Manufacturing (17,777 peers)
- -8.3%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Spx US Pension Plan's outsized position by total assets
Spx US Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$151,093,637 Top 7% higher than 93% 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
Spx US 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. Spx US Pension Plan sits mid-pack in the medium band (219 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Spx US Pension Plan reported net income fell from -$5M in the plan year 2023 filing to -$14M in the plan year 2024 filing.
- Spx US Pension Plan reported participants fell from 243 in the plan year 2023 filing to 219 in the plan year 2024 filing.
- Spx US Pension Plan end-of-year assets fell from $165M in the plan year 2023 filing to $151M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 881769617 · Spx Enterprises, LLC PY 2024 · Defined Benefit (Pension)
Spx US Pension Plan · $151M · 219 · 93rd
- EIN $151M
- EIN 219
- EIN 93rd
- EIN Defined Benefit (Pension)
- EIN near Retirement Plan for Employees of Aquarion Company
- EIN ind #15899
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 North Carolina →
Spx US Pension Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $165M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | -$14M |
| Employer EIN | 881769617 |
| Plan Effective Date | 1956-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spx Enterprises, LLC)
Sponsor-wide plan assets over time
All Spx Enterprises, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.1B 30.36584520700987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,972 | $864M |
| 2023 | 3 | 3,133 | $997M |
| 2024 | 3 | 3,766 | $1.1B |
Nearby Defined Benefit (Pension) Plans in North Carolina
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Honeywell Retirement Earnings Plan $16.6B · 9,923
- Truist Financial Corporation Pension Plan $14.7B · 38,548
- Duke Energy Retirement Cash Balance Plan $4.7B · 13,576
- Employees' Retirement Plan of Duke University $2.8B · 22,655
- The Hearst Corporation Retirement Plan $2.4B · 1,745
Spx US 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 Retirement Plan for Employees of Aquarion Company in CT ($151M); by covered participants it is Sappi North America, Inc. Retirement Plan for Salaried Employees in MA (219 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($151M here).
- Retirement Plan for Employees of Aquarion Company (CT) $151M · 126
- Sisecam US Pension Plan (GA) $151M · 52
- Magna U.S. Consolidated Pension Plan () $151M · 494
- Dana Combined Hourly Employees' Pension Plan (OH) $151M · 306
Similar participant headcount
Nearest other-state filings by covered participants (219 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.