Defined Benefit (Pension) · DOL Form 5500 · 2024

Oerlikon USA Holding, Inc. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: N/A
Participants Small participant base: 66th
Percentile by assets National rank

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Official DOL plan name: Oerlikon USA Holding, Inc. Pension Plan · Sponsored by Oerlikon USA Holding, Inc. · Pennsylvania · Wholesale Trade

$16M in assets, N/A participants

Oerlikon USA Holding, Inc.'s Oerlikon USA Holding, Inc. Pension Plan reported $16M in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

#3,603 in Wholesale Trade (6,080 peers)

Oerlikon USA Holding, Inc. multi-year trail

Oerlikon USA Holding, Inc.'s plans moved +22.8% in assets from 2022 to 2024; this filing shows Oerlikon USA Holding, Inc. Pension Plan at $16M / N/A participants.

#3,603
in Wholesale Trade (6,080 peers): -52.4%
assets change YoY

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oerlikon USA Holding, Inc. Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Oerlikon USA Holding, Inc. Pension Plan vs every filed plan by assets

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

$15,957,554 Top 34% higher than 66% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Oerlikon USA Holding, Inc. Pension Plan reported net income fell from $548K in the plan year 2023 filing to -$18M in the plan year 2024 filing.
Oerlikon USA Holding, Inc. Pension Plan end-of-year assets fell from $34M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 952549713 · Oerlikon USA Holding, Inc. PY 2024 · Defined Benefit (Pension)

Oerlikon USA Holding, Inc. Pension Plan · $16M · N/A · 66th

ASSETS $16M
PCT N/A
EIN 66th
RANK Defined Benefit (Pension)
PHOTO near Doctors Community Hospital Cash Balance Pension Plan and Trust
IND ind #3603

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 Pennsylvania →

End-of-year total assets ($M) among Oerlikon USA Holding, Inc. Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Oerlikon USA Holding, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $236M 22.75659867423017% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	661	$192M
2023	2	1,270	$225M
2024	2	1,230	$236M

Oerlikon USA Holding, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$34M
Net Assets (End of Year)	$16M
Net Income	-$18M
Employer EIN	952549713
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Oerlikon USA Holding, Inc. Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

National Elevator Industry Pension Plan $12.2B · 28,308
Steelworkers Pension Trust $7.2B · 46,110
The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
Constellation Retirement Program $5.0B · 4,809

Compare Oerlikon USA Holding, Inc. Pension Plan side-by-side with 3 peers →

Oerlikon USA Holding, Inc. Pension Plan's closest out-of-state Defined Benefit (Pension) peers by assets

Outside Pennsylvania, the nearest Defined Benefit (Pension) by end-of-year assets is Doctors Community Hospital Cash Balance Pension Plan and Trust in MD at $16M (this filing: $16M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Doctors Community Hospital Cash Balance Pension Plan and Trust (MD) $16M · 263
Kohler Credit Union Defined Benefit Plan (WI) $16M · 128
The Retirement Plan for Employees of Grange Insurance Association (WA) $16M · 29
Enloe Medical Center Pension Plan (CA) $16M · 142

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 Oerlikon USA Holding, Inc. Pension Plan assets move in 2024? ▼

Oerlikon USA Holding, Inc. Pension Plan contracted severely - down 52.4% during 2024, from $34M to $16M. Reported net income was -$18M.

How have Oerlikon USA Holding, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Oerlikon USA Holding, Inc.'s sponsor-wide assets grew 22.8%, from $192M to $236M.

Which Defined Benefit (Pension) plans are similar in size to Oerlikon USA Holding, Inc. Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Doctors Community Hospital Cash Balance Pension Plan and Trust in MD ($16M, 263 participants).

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 952549713.