Defined Benefit (Pension) · DOL Form 5500 · 2024

Reliance, Inc. Pension Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
231
Participants Below avg headcount
87th
Percentile by assets National rank
$283,971
Avg per participant High balance/head
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Official DOL plan name: Earle M. Jorgensen Hourly Employees Pension Plan · Sponsored by Reliance, Inc. · Arizona · Wholesale Trade

$66M in assets, 231 participants

Reliance, Inc.'s Earle M. Jorgensen Hourly Employees Pension Plan reported $66M in total assets and 231 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #5,368 in Wholesale Trade (6,080 peers)

Coverage in Arizona

Earle M. Jorgensen Hourly Employees Pension Plan covers 231 participants in Arizona, about 41% of the average Arizona filer (state average ~564 per filing). Assets: $66M.

#5,368
in Wholesale Trade (6,080 peers)
+2.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Earle M. Jorgensen Hourly Employees Pension Plan's outsized position by total assets

Earle M. Jorgensen Hourly Employees Pension Plan vs every filed plan by assets

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

$65,597,374 Top 13% higher than 87% 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

Earle M. Jorgensen Hourly Employees 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. Earle M. Jorgensen Hourly Employees Pension Plan sits mid-pack in the medium band (231 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Earle M. Jorgensen Hourly Employees Pension Plan reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Earle M. Jorgensen Hourly Employees Pension Plan end-of-year assets rose from $64M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Earle M. Jorgensen Hourly Employees Pension Plan reported participants fell from 234 in the plan year 2023 filing to 231 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 651269024 · Reliance, Inc. PY 2024 · Defined Benefit (Pension)

Earle M. Jorgensen Hourly Employees Pension Plan · $66M · 231 · 87th

  • IND $66M
  • EOY 231
  • 5500 87th
  • ASSETS Defined Benefit (Pension)
  • PCT near Sheet Metal 7 Zone 3 Pension Fund
  • EIN ind #5368

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 Arizona →

Earle M. Jorgensen Hourly Employees Pension Plan in the asset neighbourhood

Essendant Pension Plan$66MConmed Corporation Retirement Pension PlanConmed Corporation Retiremen…$66MPearson Inc. Pension Plan$66MEarle M. Jorgensen Hourly Employees Pension PlanEarle M. Jorgensen Hourly Em…$66MSheet Metal 7 Zone 3 Pension FundSheet Metal 7 Zone 3 Pension…$66M
End-of-year total assets ($M) among Earle M. Jorgensen Hourly Employees Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$66M
Net Income$2M
Employer EIN651269024
Plan Effective Date1954-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Reliance, Inc.)

Sponsor-wide plan assets over time

All Reliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$66M 15.617506537806033% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $56.7M $65.6M ▲ +15.6%
Year Plans Participants Total Assets
2022 1 236 $57M
2023 1 234 $64M
2024 1 231 $66M

Nearby Defined Benefit (Pension) Plans in Arizona

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

Earle M. Jorgensen Hourly Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Earle M. Jorgensen Hourly Employees Pension Plan, Total assets ($B): 0.065597374 · Participants: 231Earle M. Jorgensen Hourly Employees Pension PlanPinnacle West Capital Corporation Retirement Plan, Total assets ($B): 3.099073138 · Participants: 6044Pinnacle West Capital Corporation Retirement PlanSalt River Project Employees' Retirement Plan, Total assets ($B): 2.908519301 · Participants: 4989Salt River Project Employees' Retirement PlanDesert States Employers & Ufcw Unions Pension Plan, Total assets ($B): 1.037847285 · Participants: 24099Desert States Employers & Ufcw Unions Pension PlanAvnet Pension Plan, Total assets ($B): 0.472409413 · Participants: 2732Avnet Pension PlanArizona Pipe Trades Pension Plan, Total assets ($B): 0.418546411 · Participants: 2281Arizona Pipe Trades Pension Plan
Earle M. Jorgensen Hourly Employees Pension Plan vs. nearby Defined Benefit (Pension) plans in Arizona, assets vs. participants
Compare Earle M. Jorgensen Hourly Employees Pension Plan side-by-side with 3 peers →

Earle M. Jorgensen Hourly Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Arizona, the nearest Defined Benefit (Pension) by assets is Sheet Metal 7 Zone 3 Pension Fund in MI ($66M); by covered participants it is Woodward Hrt Pension Plan in CO (231 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (231 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 Earle M. Jorgensen Hourly Employees Pension Plan assets move in 2024? ▼
Earle M. Jorgensen Hourly Employees Pension Plan edged up modestly - up 2.8% during 2024, from $64M to $66M. Reported net income was $2M.
How have Reliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reliance, Inc.'s sponsor-wide assets grew 15.6%, from $57M to $66M.
Where does Earle M. Jorgensen Hourly Employees Pension Plan rank by assets among Form 5500 filers? ▼
Earle M. Jorgensen Hourly Employees Pension Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Earle M. Jorgensen Hourly Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sheet Metal 7 Zone 3 Pension Fund in MI ($66M, 189 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Earle M. Jorgensen Hourly Employees Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Woodward Hrt Pension Plan in CO (231 participants, $150M 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 651269024.

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.