Defined Benefit (Pension) · DOL Form 5500 · 2024

Luvata Ohio, Inc. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
82
Participants Small participant base
62nd
Percentile by assets National rank
$163,861
Avg per participant Above avg balance/head
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Official DOL plan name: Luvata Ohio, Inc. Retirement Plan · Sponsored by Luvata Ohio, Inc. · Ohio · Manufacturing

$13M in assets, 82 participants

Luvata Ohio, Inc.'s Luvata Ohio, Inc. Retirement Plan reported $13M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #8,775 in Manufacturing (17,777 peers)

Luvata Ohio, Inc. multi-year trail

Luvata Ohio, Inc.'s plans moved +29.7% in assets from 2022 to 2024; this filing shows Luvata Ohio, Inc. Retirement Plan at $13M / 82 participants.

#8,775
in Manufacturing (17,777 peers)
+6.0%
assets growth YoY

Luvata Ohio, Inc. Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Luvata Ohio, Inc. Retirement Plan vs every filed plan by assets

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

$13,436,641 Top 38% higher than 62% 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

Luvata Ohio, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Luvata Ohio, Inc. Retirement Plan is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Luvata Ohio, Inc. Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $756K in the plan year 2024 filing.
  • Luvata Ohio, Inc. Retirement Plan reported participants rose from 76 in the plan year 2023 filing to 82 in the plan year 2024 filing.
  • Luvata Ohio, Inc. Retirement Plan end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 314358696 · Luvata Ohio, Inc. PY 2024 · Defined Benefit (Pension)

Luvata Ohio, Inc. Retirement Plan · $13M · 82 · 62nd

  • PART $13M
  • PART 82
  • PART 62nd
  • PART Defined Benefit (Pension)
  • PART near Duncan Employees Security Plan
  • PART ind #8775

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 Ohio →

Luvata Ohio, Inc. Retirement Plan in the asset neighbourhood

Crystal Creamery Pension Plan$13MLuvata Ohio, Inc. Retirement PlanLuvata Ohio, Inc. Retirement…$13MDuncan Employees Security PlanDuncan Employees Security Pl…$13MRetirement Plan for Employees of Mary Cariola Children's Center, Inc.Retirement Plan for Employee…$13MMonadnock Pension Plan$13M
End-of-year total assets ($M) among Luvata Ohio, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Luvata Ohio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Luvata Ohio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 29.70904740740581% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.1M $31.2M ▲ +29.7%
Year Plans Participants Total Assets
2022 2 167 $24M
2023 2 175 $28M
2024 2 203 $31M

Luvata Ohio, Inc. filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$13M
Net Income$756K
Employer EIN314358696
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Luvata Ohio, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -505101520 Total assets ($B) Participants Luvata Ohio, Inc. Retirement Plan, Total assets ($B): 0.013436641 · Participants: 82Luvata Ohio, Inc. Retirement PlanGE Aerospace Pension Plan, Total assets ($B): 19.026079363 · Participants: 9637GE Aerospace Pension PlanFirstenergy Corp. Master Pension Plan, Total assets ($B): 6.474467697 · Participants: 12187Firstenergy Corp. Master Pension PlanAmerican Electric Power System Retirement Plan, Total assets ($B): 4.085797504 · Participants: 16073American Electric Power System Retirement PlanOhio Operating Engineers Pension Plan, Total assets ($B): 3.912834719 · Participants: 10387Ohio Operating Engineers Pension PlanParker Defined Benefit Pension Plan, Total assets ($B): 3.496388263 · Participants: 8120Parker Defined Benefit Pension Plan
Luvata Ohio, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants
Compare Luvata Ohio, Inc. Retirement Plan side-by-side with 3 peers →

Luvata Ohio, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Ohio, the nearest Defined Benefit (Pension) by assets is Duncan Employees Security Plan in IN ($13M); by covered participants it is The Connecticut Water Company Employees' Retirement Plan in CT (82 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

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 Luvata Ohio, Inc. Retirement Plan assets move in 2024? ▼
Luvata Ohio, Inc. Retirement Plan grew at a solid clip - up 6.0% during 2024, from $13M to $13M. Reported net income was $756K.
How have Luvata Ohio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Luvata Ohio, Inc.'s sponsor-wide assets grew 29.7%, from $24M to $31M.
Which Defined Benefit (Pension) plans are similar in size to Luvata Ohio, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Duncan Employees Security Plan in IN ($13M, 147 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Luvata Ohio, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Connecticut Water Company Employees' Retirement Plan in CT (82 participants, $92M 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 314358696.

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.