Defined Benefit (Pension) · DOL Form 5500 · 2024

Essity North America Inc. Pension Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
273
Participants Below avg headcount
93rd
Percentile by assets National rank
$541,634
Avg per participant High balance/head
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Official DOL plan name: Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah · Sponsored by Essity North America Inc. · Pennsylvania · Manufacturing

$148M in assets, 273 participants

Essity North America Inc.'s Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah reported $148M in total assets and 273 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.

  • #15,864 in Manufacturing (17,777 peers)

Coverage in Pennsylvania

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah covers 273 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $148M.

#15,864
in Manufacturing (17,777 peers)
-3.9%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah's outsized position by total assets

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah vs every filed plan by assets

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

$147,865,970 Top 7% higher than 93% 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

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah 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. Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah sits mid-pack in the medium band (273 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah reported net income fell from $12M in the plan year 2023 filing to -$6M in the plan year 2024 filing.
  • Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah reported participants fell from 299 in the plan year 2023 filing to 273 in the plan year 2024 filing.
  • Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah end-of-year assets fell from $154M in the plan year 2023 filing to $148M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 233061590 · Essity North America Inc. PY 2024 · Defined Benefit (Pension)

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah · $148M · 273 · 93rd

  • 5500 $148M
  • ASSETS 273
  • PCT 93rd
  • EIN Defined Benefit (Pension)
  • RANK near South Florida Electrical Workers Pension Plan
  • PHOTO ind #15864

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 Pennsylvania →

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah in the asset neighbourhood

St. John's Riverside Hospital Retirement Assistance PlanSt. John's Riverside Hospita…$148MEssity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and NeenahEssity North America Hrly Pe…$148MSouth Florida Electrical Workers Pension PlanSouth Florida Electrical Wor…$148MEfw Inc. Consolidated Retirement PlanEfw Inc. Consolidated Retire…$148MInternational Brotherhood of Boilermakers Officers and Employees' Pension PlanInternational Brotherhood of…$148M
End-of-year total assets ($M) among Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$148M
Net Income-$6M
Employer EIN233061590
Plan Effective Date1966-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Essity North America Inc.)

Sponsor-wide plan assets over time

All Essity North America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.2B 10.795298598572556% vs 2022
2024 filing year
$1.05B$1.1B$1.15B$1.2B$1.25B 202220232024 $1.08B $1.2B ▲ +11.1%
Year Plans Participants Total Assets
2022 4 3,985 $1.1B
2023 4 3,959 $1.2B
2024 4 3,839 $1.2B

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah, Total assets ($B): 0.14786597 · Participants: 273Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and NeenahNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah side-by-side with 3 peers →

Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is South Florida Electrical Workers Pension Plan in AZ ($148M); by covered participants it is Ubs Pension Plan in NJ (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah assets move in 2024? ▼
Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah edged down modestly - down 3.9% during 2024, from $154M to $148M. Reported net income was -$6M.
How have Essity North America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Essity North America Inc.'s sponsor-wide assets grew 10.8%, from $1.1B to $1.2B.
Where does Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah rank by assets among Form 5500 filers? ▼
Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is South Florida Electrical Workers Pension Plan in AZ ($148M, 784 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Essity North America Hrly Pension Plan for Collectively Bargained Ees at Menasha and Neenah? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ubs Pension Plan in NJ (273 participants, $380M 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 233061590.

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.