Defined Benefit (Pension) · DOL Form 5500 · 2024

Ahlstrom USA Inc. Pension Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
70
Participants Small participant base
89th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: The Ahlstrom Group Retirement Plan for U.S. Employees · Sponsored by Ahlstrom USA Inc. · Connecticut · Management of Enterprises

$79M in assets, 70 participants

Ahlstrom USA Inc.'s The Ahlstrom Group Retirement Plan for U.S. Employees reported $79M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #840 in Management of Enterprises (1,133 peers)

Where The Ahlstrom Group Retirement Plan for U.S. Employees sits by assets

The Ahlstrom Group Retirement Plan for U.S. Employees sits in the top quartile of all filed plans by assets, $79M for 70 participants (~$1.1M/participant), down 5.9% in 2024.

#840
in Management of Enterprises (1,133 peers)
-5.9%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Ahlstrom Group Retirement Plan for U.S. Employees's outsized position by total assets

The Ahlstrom Group Retirement Plan for U.S. Employees vs every filed plan by assets

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

$79,138,662 Top 11% higher than 89% 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

The Ahlstrom Group Retirement Plan for U.S. Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Ahlstrom Group Retirement Plan for U.S. Employees is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Ahlstrom Group Retirement Plan for U.S. Employees reported net income fell from -$754K in the plan year 2023 filing to -$5M in the plan year 2024 filing.
  • The Ahlstrom Group Retirement Plan for U.S. Employees reported participants fell from 77 in the plan year 2023 filing to 70 in the plan year 2024 filing.
  • The Ahlstrom Group Retirement Plan for U.S. Employees end-of-year assets fell from $84M in the plan year 2023 filing to $79M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133509370 · Ahlstrom USA Inc. PY 2024 · Defined Benefit (Pension)

The Ahlstrom Group Retirement Plan for U.S. Employees · $79M · 70 · 89th

  • NET $79M
  • NET 70
  • NET 89th
  • NET Defined Benefit (Pension)
  • NET near Ermco Defined Benefit Plan
  • NET ind #840

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 Management of Enterprises retirement plans → · Plans in Connecticut →

The Ahlstrom Group Retirement Plan for U.S. Employees in the asset neighbourhood

Bradford White Corporation UAW Retirement Income PlanBradford White Corporation U…$79MLatrobe Steel Company Pension Plan for Bargaining Unit EmployeesLatrobe Steel Company Pensio…$79MAssociation of American Railroads Pension PlanAssociation of American Rail…$79MThe Ahlstrom Group Retirement Plan for U.S. EmployeesThe Ahlstrom Group Retiremen…$79MErmco Defined Benefit Plan$79M
End-of-year total assets ($M) among The Ahlstrom Group Retirement Plan for U.S. Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$79M
Net Income-$5M
Employer EIN133509370
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ahlstrom USA Inc.)

Sponsor-wide plan assets over time

All Ahlstrom USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$630M 22.452398005737685% vs 2022
2024 filing year
$500M$550M$600M$650M 202220232024 $514M $630M ▲ +22.5%
Year Plans Participants Total Assets
2022 2 2,558 $514M
2023 2 2,548 $581M
2024 2 2,570 $630M

Nearby Defined Benefit (Pension) Plans in Connecticut

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

The Ahlstrom Group Retirement Plan for U.S. Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -1001020304050 Total assets ($B) Participants The Ahlstrom Group Retirement Plan for U.S. Employees, Total assets ($B): 0.079138662 · Participants: 70The Ahlstrom Group Retirement Plan for U.S. EmployeesRtx Consolidated Pension Plan, Total assets ($B): 41.643558189 · Participants: 36180Rtx Consolidated Pension PlanThe Citigroup Pension Plan, Total assets ($B): 9.993084827 · Participants: 15906The Citigroup Pension PlanEversource Pension Plan, Total assets ($B): 5.763055773 · Participants: 3428Eversource Pension PlanRetirement Plan for Employees of Aetna Inc., Total assets ($B): 5.242514983 · Participants: 9682Retirement Plan for Employees of Aetna Inc.The Hartford Retirement Plan for U.S. Employees, Total assets ($B): 3.395288837 · Participants: 7034The Hartford Retirement Plan for U.S. Employees
The Ahlstrom Group Retirement Plan for U.S. Employees vs. nearby Defined Benefit (Pension) plans in Connecticut, assets vs. participants
Compare The Ahlstrom Group Retirement Plan for U.S. Employees side-by-side with 3 peers →

The Ahlstrom Group Retirement Plan for U.S. Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Connecticut, the nearest Defined Benefit (Pension) by assets is Ermco Defined Benefit Plan in TN ($79M); by covered participants it is The Fidelity Bank Pension Plan in NC (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 The Ahlstrom Group Retirement Plan for U.S. Employees assets move in 2024? ▼
The Ahlstrom Group Retirement Plan for U.S. Employees pulled back noticeably - down 5.9% during 2024, from $84M to $79M. Reported net income was -$5M.
How have Ahlstrom USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ahlstrom USA Inc.'s sponsor-wide assets grew 22.5%, from $514M to $630M.
Where does The Ahlstrom Group Retirement Plan for U.S. Employees rank by assets among Form 5500 filers? ▼
The Ahlstrom Group Retirement Plan for U.S. Employees ranks in the 89th 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 The Ahlstrom Group Retirement Plan for U.S. Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ermco Defined Benefit Plan in TN ($79M, 1,545 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Ahlstrom Group Retirement Plan for U.S. Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Fidelity Bank Pension Plan in NC (70 participants, $38M 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 133509370.

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.